Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
M&T Bank
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.
M&T Bank is named as a service provider on the Schedule C of 44 retirement plans with 100 or more participants for plan year 2024, covering 123,722 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.7M. Per plan, the median was $22.30 per participant, with the middle half of plans between $7.79 and $40.90. 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 (28), Maryland (4) and New Jersey (3).
In 2009 it appeared on 73 such filings; in 2024, 47 (down 36%). 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 | $7.79 | $22.30 | $40.90 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $92K |
| National Roofing Industry Supplemental Pension Plan | Trustees of National Roofing Industry Supplemental Pension Plan | MN | 9,509 | $235M | $84K |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | NY | 7,579 | $155M | $40K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $36K |
| Food & Beverage Workers Union Local 23 & Employers Pension Plan | The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P | AZ | 6,379 | $49.9M | $26K |
| Teamster Local 282 Annuity Trust Fund | Board of Trustees Local 282 | NY | 5,146 | $886M | $39K |
| Maryland Electrical Industry Pension Plan | Maryland Electrical Ind Pension | WV | 3,817 | $288M | $35K |
| Local 210'S Pension Plan | BD of Trustees Local 210'S Pension Plan C/o Savasta and Company | NY | 3,684 | $67.5M | $7,396 |
| Maryland Electrical Industry Severance & Annuity Fund | MD Electrical Industry S&a Fund | WV | 3,376 | $329M | $5,843 |
| Meba Pension Trust-Money Purchase Benefit Plan | Board of Trustees, Meba Pension Trust-Money Purchase Benefit | MD | 3,337 | $306M | $12K |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | Board of Trustees Local 1298 Pension Fund | NY | 3,227 | $473M | $52K |
| 2019 BMW Pension Plan | BMW of North America LLC | NJ | 3,217 | $690M | $7,490 |
| Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan | Board of Trustees of the Steamship Trade Association of Baltimore, | MD | 3,178 | $1.14B | $100K |
| Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund | Board of Trustees Local 1298 Annuity Fund | NY | 2,968 | $281M | $30K |
| Westchester Heavy Construction Laborers Local 60 Pension Fund | Board of Trustees Local 60 Pension Fund | NY | 2,311 | $341M | $74K |
| Westchester Teamsters Local 456 Pension Fund | Board of Trustees Local 456 Pension Fund | NY | 2,207 | $247M | $63K |
| Meba 401(k) Plan | Board of Trustees Meba 401(k) Plan | MD | 2,091 | $331M | $17K |
| Teamsters Local 819 Pension Fund | Teamsters Local 819 Pension Fund | NY | 1,836 | $50.5M | $11K |
| Teamsters Local 456 Annuity Fund | Board of Trustees Local 456 Annuity Fund | NY | 1,810 | $236M | $62K |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board of Trustees Local 60 Annuity Fund | NY | 1,751 | $200M | $49K |
| Local 475 Pension Plan | Board of Trustees Local 475 Pension Plan | NY | 1,489 | $88.0M | $28K |
| Plumbers & Steamfitters Local 267 Pension Fund | Plumbers 267 Pension Fund Local 267 Pension Fund | NY | 1,375 | $179M | $37K |
| Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies | Pennsylvania National Mutual Casualty Insurance Company | PA | 1,072 | $212M | $5,206 |
| IBEW Local No. 143 Pension Plan | IBEW Local No. 143 Pension Plan | PA | 994 | $80.3M | $24K |
| Pension Fund of Heat and Frost Insulators Local 12 | Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 | NY | 910 | $150M | $67K |
| Sheet Metal Workers' Local 46 Pension Fund | Sheet Metal Workers Pension Fund 46 | NY | 885 | $109M | $18K |
| Laborers Local 754 Annuity Plan | Trustees of Laborers Local 754 Annuity Plan | NY | 878 | $19.4M | $14K |
| Roberts Oxygen Company, Inc. Profit Sharing Plan | Roberts Oxygen Company, Inc. | MD | 873 | $201M | $198K |
| Marble Industry Pension Trust Fund | Board of Trustees of Marble | NY | 864 | $98.7M | $10K |
| Annuity Fund of Heat and Frost Insulators Local 12 | Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 | NY | 724 | $200M | $31K |
| Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan | Syracuse Orthopedic Specialists, P.C. | NY | 717 | $23.9M | $115K |
| Laborers Local 754 Pension Plan | Trustees of Laborers Local 754 Pension Plan | NY | 609 | $82.6M | $41K |
| United Plant & Production Workers Local 175 Pension Fund | Board of Trustees of United Plant Production Workers L175 Pension FD | NY | 575 | $116M | $17K |
| St. John's Health Care Corporation Pension Plan | St. John's Health Care Corporation | NY | 453 | $19.9M | $17K |
| Roofers Local 195 Annuity Fund | Roofers Local 195 Annuity Fund | NY | 428 | $10.9M | $6,952 |
| Insulators Local 23 Pension Plan | Insulators Local 23 Pension Fund Board of Administration | PA | 411 | $69.1M | $0 |
| Metal Textiles Corporation Employees' Retirement Plan | Metal Textiles Corporation | NJ | 399 | $13.6M | $0 |
| Ironworkers Local No. 6 Profit Sharing Plan | Board of Trustees, Ironworkers Local No. 6 Profit Sharing Plan | NY | 374 | $31.6M | $14K |
| I.B.E.W. Local No. 106 Pension Plan | Local Union 106 IBEW | NY | 356 | $43.7M | $25K |
| IBEW Local Union No 607 Pension | Trustees of IBEW Local No 607 Pension Fund | NJ | 325 | $22.7M | $14K |
Questions and answers
How many plans does M&T Bank serve?
44 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 M&T Bank?
The median plan reported $22.30 per participant in direct and indirect compensation (42 plans reporting an amount), or 0.02% 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 Custodial (securities) (26 plans), Trustee (bank, trust company, or similar financial institution) (9 plans), Investment management (5 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.