Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
BNY Mellon
Most often reported for investment advisory and management
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
BNY Mellon is named as a service provider on the Schedule C of 60 retirement plans with 100 or more participants for plan year 2024, covering 739,572 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $6.6M. Per plan, the median was $10.09 per participant, with the middle half of plans between $3.01 and $42.80. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (8), Illinois (7) and Massachusetts (7).
In 2009 it appeared on 56 such filings; in 2024, 79 (up 41%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.01 | $10.09 | $42.80 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $300K |
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $82K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $66K |
| The Dow Chemical Company Employees' Savings Plan | The Dow Chemical Company | MI | 33,050 | $10.7B | $86K |
| Sanofi U.S. Group Savings Plan | Sanofi-Aventis US LLC | NJ | 26,596 | $8.49B | $71K |
| Massachusetts Service Employees' Pension Fund | Trustees of Massachusetts Service Employees' Pension Fund | NY | 22,061 | $297M | $32K |
| Aep Retirement Savings 401(k) Plan | American Electric Power Service Corporation | OH | 21,396 | $5.22B | $1.4M |
| The TJX Companies, Inc. Retirement Plan | The TJX Companies, Inc. | MA | 19,564 | $1.43B | $122K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $80K |
| Umass Memorial Health Care Pension Plan | Umass Memorial Health Care, Inc. | MA | 14,897 | $1.29B | $215K |
| District No. 9 International Association of Machin Aerospace Workers Pension Plan | Joint Board of Trustees of District 9 I.A.M & A.W. Pension Trust | MO | 13,905 | $749M | $34K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $68K |
| Discover Financial Services Pension Plan | Discover Financial Services | IL | 11,889 | $482M | $120K |
| Enbridge Employee Services, Inc. Employees' Pension Plan | Enbridge Employee Services, Inc. | TX | 9,402 | $1.10B | $205K |
| Local No. 1 Pension Trust Fund | Trustees of Local 1 Pension Fund | IL | 9,289 | $346M | $11K |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | GA | 9,288 | $2.00B | $30K |
| TD Banknorth Inc. Pension Plan | TD Bank US Holding Company | ME | 8,275 | $413M | $363K |
| Automotive Machinists Pension Plan | Automotive Machinists Pension Trust | WA | 7,159 | $843M | $513K |
| International Union of Operating Engineers Local 4 Pension Fund | Board of Trustees I.U.O.E. Local 4 Pension Fund | MA | 7,096 | $1.29B | $113K |
| Oregon Laborers-Employers Pension Plan | Trustees Oregon Laborers - Employer Pension Plan | OR | 6,774 | $448M | $184K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $11K |
| Iron Workers' Local No. 25 Pension Fund | Board of Trustees, Iron Workers Local No. 25 | MI | 5,300 | $563M | $332K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $25K |
| Trucking Employees of North Jersey Pension Fund | Trucking Employees of North Jersey Pension Fund | NJ | 5,000 | $728M | $14K |
| The Newspaper Guild International Pension Plan | TNG International Pension Fund | DC | 4,996 | $159M | $3,845 |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $101K |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 4,715 | $1.21B | $21K |
| Pension Plan for Employees of the Service Employee Int'l Union | Service Employees Intl Union | DC | 4,654 | $371M | $18K |
| AFL-CIO Staff Retirement Plan | AFL-CIO Staff Retirement Plan Congress of Industrial Organizations | DC | 4,555 | $775M | $23K |
| Georgia Stevedore Association International Longshoremen's Association Pension Plan | Georgia Stevedore Assoc. Int'l Longshoremen's Assoc. | GA | 4,116 | $831M | $28K |
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | MA | 3,883 | $936M | $301K |
| I.A.T.S.E. Local 16 Pension Plan | I.A.T.S.E. Local 16 Pension Plan Trustees | CA | 3,877 | $283M | $7,010 |
| Resilient Floor Covering Pension Fund | Bot of Resilient Floor Covering Pension Fund | CA | 3,809 | $417M | $413K |
| Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund | BD Ttees Sheet Metal Workers' Local 100 Washington | OR | 2,840 | $391M | $20K |
| International Association of Machinists and Aerospace Workers Pension Plan | International Association of Machinists and Aerospace Workers | MD | 2,728 | $887M | $66K |
| Long Island Electric Utility Servco LLC Retirement Income Plan | Long Island Electric Utility Servco LLC | NY | 2,637 | $513M | $118K |
| Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan | Bot Sheet Metal Workers Local Union NO.17 Supplemental Pension Fund | MA | 2,255 | $165M | $0 |
| McAsf Local 725 Pension Plan | Board of Trustees McAsf Local 725 Pension Trust Fund | FL | 2,129 | $235M | $135K |
| Consolidated Pension Plan of Tufts Medicine, Inc. | Tufts Medicine, Inc. | MA | 2,021 | $220M | $21K |
| Wwec Local 863 Pension Plan | Wwec Local 863 Pension Plan | NJ | 2,004 | $202M | $22K |
Questions and answers
How many plans does BNY Mellon serve?
60 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay BNY Mellon?
The median plan reported $10.09 per participant in direct and indirect compensation (55 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (45 plans), Trustee (bank, trust company, or similar financial institution) (9 plans), Custodial (securities) (7 plans) and Investment advisory (plan) (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.