Largest Form 5500 plans by reported assets

What this page shows

These are the 50 largest U.S. employee benefit plans by reported end-of-year assets in the loaded public Form 5500 dataset (latest loaded filing year 2023). Every figure is a value a plan sponsor reported to the U.S. Department of Labor. Bars show each plan's reported assets relative to the largest. Select any plan to see its full financial profile, filing history, and service-provider compensation.

Plans ranked50
Combined reported assets (top 50)$3.6T$3,635,412,934,667
Largest single plan$223.1BVanguard Fiduciary Trust Company
Top 50 · by reported assets

Ranked largest plans

Reported end-of-year plan assets from public Form 5500 filings. Bars show relative scale.

  1. 1
  2. 2
    Blackrock Institutional Trust Company, N.A., CA
  3. 3
    Blackrock Institutional Trust Company, N.A., CA
  4. 4
    Blackrock Institutional Trust Company, N.A., CA
  5. 5
    Blackrock Institutional Trust Company, N.A., CA
  6. 6
    Vanguard Fiduciary Trust Company, PA
  7. 7
    Blackrock Institutional Trust Company, N.A., CA
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
    Northern Trust Investments, Inc., IL
  13. 13
  14. 14
    State Street Global Advisors Trust Company, MA
  15. 15
  16. 16
    Blackrock Institutional Trust Company, N.A., CA
  17. 17
    The Boeing Co. And Consolidated Subsidiaries, WA
  18. 18
    The Boeing Co. And Consolidated Subsidiaries, WA
  19. 19
    Blackrock Institutional Trust Company, N.A., CA
  20. 20
    Blackrock Institutional Trust Company, N.A., CA
  21. 21
    Northern Trust Investments, Inc., IL
  22. 22
    Kaiser Permanente Medical Care Program, CA
  23. 23
  24. 24
    Fidelity Management Trust Company, MA
  25. 25
    International Business Machines Corporation, NY
  26. 26
    Western Conference Of Teamsters Pension Trust Fund Board Of Trustees, WA
  27. 27
    Blackrock Institutional Trust Company, N.A., CA
  28. 28
    Bank Of America Corporation, NC
  29. 29
    Microsoft Corporation, WA
  30. 30
    Rtx Corporation, CT
  31. 31
    Rtx Corporation, CT
  32. 32
    Wells Fargo & Company, CA
  33. 33
    Lockheed Martin Corporation, MD
  34. 34
    United Parcel Service Of America, Inc., GA
  35. 35
    Trustees Of Central States, Se And Sw Areas Pension Fund, IL
  36. 36
    The Boeing Co. And Consolidated Subsidiaries, WA
  37. 37
    Lockheed Martin Corporation, MD
  38. 38
    Blackrock Institutional Trust Company, N.A., CA
  39. 39
    General Electric Company, Operating As Ge Aerospace, OH
  40. 40
  41. 41
    Jpmorgan Chase Bank, National Association, NJ
  42. 42
    Rtx Corporation, CT
  43. 43
    Rtx Corporation, CT
  44. 44
    Fidelity Management Trust Company, MA
  45. 45
    Walmart Inc., AR
  46. 46
  47. 47
  48. 48
  49. 49
    Blackrock Institutional Trust Company, N.A., CA
  50. 50

Frequently asked questions

What are the largest Form 5500 plans?
Ranked by reported end-of-year assets in the loaded public Form 5500 dataset, the largest plan is Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii (Vanguard Fiduciary Trust Company), with $223.1B in reported assets. This page lists the top 50 of 223,550 loaded plans.
Why do trust companies and asset managers appear at the top?
Some of the largest reported asset totals belong to master trusts, collective trusts, and pooled investment vehicles run by custodians and asset managers (for example trust companies). These hold assets on behalf of many employers, so they are not single-employer plans. For plans ranked by the number of people covered, see the largest employer plans by participants.
Is this every plan?
No. This is a curated ranking of the top 50 plans by assets. Use the search tools to browse all 223,550 loaded plans, or filter to $1B+ plans, by state, or by participants.

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