Td 401(K) Retirement Plan — Form 5500 plan (Td Bank Us Holding Company)

Plain-English plan 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, Td 401(K) Retirement Plan is a benefit plan reported by Td Bank Us Holding Company under EIN 01-0437984 and plan number 003. The latest loaded filing year is 2023. The filing reports 44,993 participants and $4,942,173,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Td Bank Us Holding Company
EIN
01-0437984
Plan number
003
Plan type
2
Location
Falmouth, ME
Latest filing year
2023
Participants
44,993
End-of-year plan assets
$4,942,173,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344,993H, C20241009125717NAL0009213667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,942,173,822
Total liabilities (EOY)
$0
Net assets (EOY)
$4,942,173,822
Net assets (BOY)
$4,082,814,523

Income & contributions

Employer contributions
$168,463,260
Participant contributions
$201,483,913
Total contributions
$398,331,853
Total income / additions
$1,150,270,872

Expenses & distributions

Benefits paid
$289,723,831
Administrative expenses
$1,187,742
Total expenses
$290,911,573
Net increase / (decrease)
$859,359,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$1,073,923$02023
MorningstarNONE$116,590not reported in the loaded dataset2023

Related Form 5500 pages