Bank Of America Corporation — 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, Bank Of America Corporation (EIN 56-0906609) is a plan sponsor located in Charlotte, NC with 3 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
- 56-0906609
- Location
- Charlotte, NC
- Loaded plans
- 6
- Total reported participants
- 717,867
- Total reported plan assets (EOY)
- $81,038,167,438
- Plans with financial data
- 6
- 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 |
|---|---|---|---|---|
| The Bank Of America 401(K) Plan | 003 | 263,860 | $54,848,846,192 | 2023 |
| The Bank Of America Pension Plan | 001 | 200,581 | $19,189,219,650 | 2023 |
| Stable Value Master Trust For Bank Of America Corporation | 010 | not reported in the loaded dataset | $5,394,401,766 | 2023 |
| The Bank Of America Transferred Savings Account Plan | 007 | 10,258 | $1,070,736,111 | 2023 |
| Bank Of America Group Benefits Program | 501 | 177,189 | $429,484,427 | 2023 |
| Bank Of America Retiree Group Benefits Program | 502 | 65,979 | $105,479,292 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Bank Of America 401(K) Plan | 263,860 | H | 20240717090659NAL0002379907001 |
| 2023 | Stable Value Master Trust For Bank Of America Corporation | not reported in the loaded dataset | H, C | 20240717091004NAL0008867138001 |
| 2023 | The Bank Of America Transferred Savings Account Plan | 10,258 | H, C | 20240812112033NAL0005127363001 |
| 2023 | The Bank Of America Pension Plan | 200,581 | H, C | 20240926145022NAL0001811634001 |
| 2023 | Bank Of America Retiree Group Benefits Program | 65,979 | H, C | 20240926145226NAL0000464835001 |
| 2023 | Bank Of America Group Benefits Program | 177,189 | H, C | 20240926145428NAL0000937777001 |