My Plan Facts

Employers › New York

Employer · plans filed under one EIN

ING Financial Services LLC

New York, NY · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$770Mnet assets across plans
2,610participant records1,039 active
$9.8Memployer contributions, latest plan years$9,479 per active record
$1.4MSchedule C compensation to organisations$553.47 per participant record

2 retirement plans with 100 or more participants file Form 5500 under ING Financial Services LLC's employer identification number (New York, New York). Their latest filings total 2,610 participant records and $770M in net assets.

The largest is ING Financial Services LLC Retirement Plan, a defined benefit pension plan with 1,339 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $9.8M and participant contributions $15.1M in the latest plan years; benefits paid were $59.4M. Schedule C compensation reported to service provider organisations totalled $1.4M.

Combined net assets moved from $230M in 2009 to $510M in 2025 (up 121%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
ING Financial Services LLC Retirement Plandefined benefit pension plan20241,339$259M$193,731—$1.2M
ING Financial Services LLC 401(k) Savings Plan401(k) plan20251,271$510M$401,509$13,097$241K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $230M2010: $265M2011: $267M2012: $310M2013: $371M2014: $408M2015: $411M2016: $452M2017: $560M2018: $533M2019: $652M2020: $757M2021: $804M2022: $614M2023: $687M2024: $714M2025: $510M$230M$804M$510M200920122016202020242025
Combined net assets
2009: 3,3542010: 3,3592011: 3,3652012: 3,2682013: 3,2652014: 3,2252015: 2,7342016: 2,7702017: 2,6032018: 2,6522019: 2,6072020: 2,5602021: 2,5412022: 2,5652023: 2,5732024: 2,5522025: 1,2713,3543,3651,271200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202511,271$510M$9.8M$15.1M
202422,552$714M$8.2M$13.2M
202322,573$687M$18.7M$11.7M
202222,565$614M$19.1M$10.6M
202122,541$804M$18.5M$10.0M
202022,560$757M$6.7M$10.0M
201922,607$652M$23.1M$9.9M
201822,652$533M$13.4M$9.5M
201722,603$560M$65.8M$8.5M
201622,770$452M$20.2M$7.5M
201522,734$411M$46.0M$6.6M
201423,225$408M$22.5M$6.4M
201323,265$371M$18.1M$6.2M
201223,268$310M$15.6M$6.4M
201123,365$267M$11.4M$6.4M
201023,359$265M$13.2M$6.3M
200923,354$230M$12.2M$6.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fiam Global AdvisorsInvestment advisory (plan); Investment management1$708,273
Fid Inv Inst Ops Co.Accounting (including auditing); Consulting (pension); Participant loan processing2$495,363
RwbairdInvestment advisory (participants)1$200,823
Strategic Advisors, Inc.Investment advisory (plan)1$40,089

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fiam Global Advisors$708K
Fid Inv Inst Ops Co.$495K
Rwbaird$201K
Strategic Advisors, Inc.$40K

Questions and answers

How many retirement plans does ING Financial Services LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: ING Financial Services LLC Retirement Plan and ING Financial Services LLC 401(k) Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does ING Financial Services LLC contribute to its plans?

$9,848,906 in employer contributions across these plans in their latest plan years, about $9,479 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fiam Global Advisors, Fid Inv Inst Ops Co., Rwbaird and Strategic Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.