401(k) Monitor

Holding companies 401(k) plans with 5,000 or more participants

49 large 401(k) plans in holding companies reported 5,000 or more participants on their latest Form 5500 and have a page here. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every row links to its own page, where the figures below come with the filing they were read from. The site reads every large filing in the DOL data and publishes a page for a part of it.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanStateActiveAssetsCost / participant
1The Bank Of America 401(k) PlanBank Of America CorporationNC168,229$62.9Bnot itemized
2Wells Fargo & Company 401(k) PlanWells Fargo & CompanyMN167,176$57.9B$34.04
3Oak View Group 401(k) PlanOak View Group, LLCPA49,999$176.1M$24.95
4Capital One Financial Corporation Associate Savings PlanCapital One Financial CorporationVA45,199$12.0B$214.17
5Allstate 401(k) Savings PlanThe Allstate CorporationTX39,454$7.6B$130.45
6Concentrix Retirement And Savings PlanConcentrix Cvg CorporationOH35,537$879.7M$21.77
7TD 401(k) Retirement PlanTD Bank US Holding CompanyME32,012$6.0B$28.86
8Siemens Savings PlanSiemens CorporationNJ29,785$9.8Bnot itemized
9Geico 401(k) Savings PlanGeico CorporationDC28,209$6.2B$52.59
10Clayton Homes, Inc. 401(k) Retirement PlanClayton Homes, Inc.TN22,418$1.6B$72.74
11Rentokil Initial USA 401(k) PlanRentokil North America, Inc.PA20,428$1.3B$139.94
12IQVIA 401(k) PlanIQVIA Inc.NC19,072$3.6B$51.31
13Warner Bros. Discovery 401(k) Savings PlanWarner Bros. Discovery, Inc.NY17,534$8.1B$53.16
14Smithfield Foods, Inc. Hourly 401(k) PlanSmithfield Foods IncorporatedVA13,599$418.7M$41.83
15Sony USA 401(k) PlanSony Corporation Of AmericaNY13,338$6.2B$349.65
16Smithfield Foods, Inc. Bargaining 401(k) PlanSmithfield Foods IncorporatedVA13,237$340.0M$40.95
17Lvmh Affiliates' 401(k) PlanLvmh Inc.NY12,956$1.1Bnot itemized
18Ufp Industries, Inc. Employees' Profit Sharing And 401(k) PlanUfp Industries, Inc.MI12,624$784.7M$25.36
19Siemens Medical Solutions USA, Inc. Savings PlanSiemens Medical Solutions USA, Inc.PA12,534$7.9Bnot itemized
20Thoroughbred Retirement Investment Plan Of Norfolk Southern Corporation And Participating Subsidiary CompaniesNorfolk Southern CorporationGA12,062$1.0B$74.57
21State Street Salary Savings ProgramState Street CorporationMA11,992$6.5B$122.70
22Roper Technologies, Inc. Employees' Retirement Savings 004 PlanRoper Technologies, Inc.FL10,938$1.6B$73.59
23Surgery Partners 401(k) PlanSp Management Services, Inc.TN10,664$413.6M$123.69
24Akima, LLC 401(k) PlanAkima, LLCVA10,186$554.7M$117.66
25Assurant 401(k) PlanAssurant, Inc.GA10,096$2.2B$54.70
26Lnc Employees' 401(k) Savings PlanLincoln National CorporationPA9,981$3.5B$10.57
27The Pearson Retirement Plan 401(k)Pearson Education Inc.NJ9,848$2.4B$89.94
28Chenega Corporation 401(k) Profit Sharing Plan And TrustThe Chenega CorporationAK7,864$451.4M$97.87
29Spirit Aerosystems Holdings, Inc. Retirement & Savings PlanSpirit Aerosystems Holdings, Inc.KS7,819$1.2B$106.27
30Deutsche Bank Matched Savings PlanDeutsche Bank Americas Holding CorpNY7,791$4.5B$119.12
31American Financial Group 401(k) Retirement And Savings PlanAmerican Financial Group, Inc.OH7,790$2.3B$62.51
32Kemper Corporation 401(k) Retirement PlanKemper CorporationIL7,115$887.5M$37.60
33Vistra Thrift PlanVistra Operations Company LLCTX6,759$2.4B$63.07
34Central Employees Savings PlanCentral Transport, LLCMI6,655$94.4M$4.95
35Hsbc - North America (U. S.) Tax Reduction Investment PlanHsbc North America Holdings Inc.IL6,598$4.9B$100.66
36Public Service Enterprise Group Inc. Employee Savings PlanPublic Service Enterprise Group IncorporatedNJ6,569$2.2Bnot itemized
37W.R. Berkley Corporation Profit Sharing PlanW.R. Berkley CorporationCT6,382$2.3B$39.44
38Pinnacle West Capital Corporation Savings PlanPinnacle West Capital CorporationAZ6,358$1.6B$310.32
39Saltchuk Companies 401(k) PlanSaltchuk Resources, Inc.WA6,166$669.8M$67.97
40Patterson Companies, Inc. 401(k) PlanPatterson Companies, Inc.MN5,994$999.1M$31.19
41The Williams Investment Plus PlanThe Williams Companies, Inc.OK5,692$2.0B$379.47
42Cna 401(k) PlanContinental Casualty CompanyIL5,585$2.5B$326.03
43Bristol Bay Native Corporation 401(k) Savings PlanBristol Bay Native CorporationAK5,397$479.8M$65.05
44Schwarz Partners Lp 401(k) Profit Sharing PlanSchwarz Partners LpIN5,208$282.0M$106.12
45Fortune Brands Innovations Retirement Savings PlanFortune Brands Innovations, Inc.IL5,181$824.6M$108.24
46Oncor Thrift PlanOncor Electric Delivery Company LLCTX5,168$1.1B$107.99
47Arcbest 401(k) And Dc Retirement PlanArcbest CorporationAR4,941$778.4M$73.29
48Synovus 401(k) Savings PlanSynovus Financial Corp.GA4,787$855.8M$53.37
49Pentair Inc. Retirement Savings And StockPentair Inc.MN4,636$909.7M$65.79

Other plan sizes in Holding companies

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

100 to 499 participants (1)500 to 999 participants (3)1,000 to 4,999 participants (1)

Back to Holding companies

Holding companies 401(k) plans has the median plan-paid fee, the largest plans, and the other size bands. The whole directory starts at industries.