Wells Fargo & Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wells Fargo & Company (EIN 41-0449260) is a plan sponsor located in San Francisco, CA with 25 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-0449260
- Location
- San Francisco, CA
- Loaded plans
- 25
- Total reported participants
- 2,177,713
- Total reported plan assets (EOY)
- $60,994,412,898
- Plans with financial data
- 8
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Wells Fargo & Company 401(K) Plan | 002 | 304,980 | $51,831,350,351 | 2023 |
| Wells Fargo & Company Cash Balance Plan | 001 | 197,076 | $8,784,281,552 | 2023 |
| Wells Fargo & Company Retiree Plan | 504 | 20,067 | $284,432,378 | 2023 |
| Puerto Rico Financial Retirement Plan | 022 | 1,561 | $52,366,502 | 2023 |
| Wells Fargo & Company Short-Term Disability Plan | 517 | 191,195 | $31,523,475 | 2023 |
| Wachovia Corporation Long Term Disability Plan | 521 | 291 | $4,910,175 | 2023 |
| Wells Fargo & Company Employee Benefit Trust | 004 | not reported in the loaded dataset | $3,608,493 | 2023 |
| Wells Fargo & Co Health Plan (For Eligible Active Employees & Their Dependents) | 537 | 176,012 | $1,939,972 | 2023 |
| Wells Fargo & Company Severance Plan | 512 | 198,679 | not reported in the loaded dataset | 2023 |
| Wells Fargo & Company Critical Illness Insurance Plan | 547 | 196,109 | not reported in the loaded dataset | 2023 |
| Wells Fargo & Company Business Travel Accident Plan | 503 | 196,021 | not reported in the loaded dataset | 2023 |
| Wells Fargo & Company Life Insurance Plan | 506 | 196,021 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Wells Fargo Texas Injury Benefit Plan | 16,764 | — | 20240610140657NAL0014541747001 |
| 2023 | Island Finance Group Life Benefits | 180 | — | 20241007090447NAL0014964417001 |
| 2023 | Island Finance Medical And Dental Plan | 126 | — | 20241007113255NAL0008827795001 |
| 2023 | Puerto Rico Financial Retirement Plan | 1,561 | H, C | 20241007113944NAL0015108561001 |
| 2023 | Wachovia Corporation Long Term Disability Plan | 291 | H | 20241007114523NAL0016004993001 |
| 2023 | Wells Fargo & Company 401(K) Plan | 304,980 | H, C | 20241007115126NAL0015120241001 |
| 2023 | Wells Fargo & Company Accidental Death & Dismemberment Plan | 102,495 | — | 20241007120141NAL0030771634001 |
| 2023 | Wells Fargo & Company Business Travel Accident Plan | 196,021 | — | 20241007120640NAL0007552611001 |