Form 5500 plans with full financial statements
What this page shows
These are the 50 largest U.S. benefit plans that report a full Schedule H or Schedule I financial statement in the loaded public Form 5500 dataset, ranked by reported end-of-year assets. Every plan listed links to a profile with real reported assets, liabilities, net assets, contributions, income, and expenses — not just an identity record.
How to read a plan’s financial statement
A plan's Schedule H or I reports its end-of-year assets, liabilities, and net assets (assets minus liabilities), plus the year's contributions (employer and participant), income, benefits paid, and expenses. On each plan page these appear as a balance breakdown and a year-over-year financial timeline, with anything not reported clearly labeled.
Ranked by reported assets
Largest plans that report a full financial statement. Bars show reported assets relative to the largest.
- 1Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii$223.1BVanguard Fiduciary Trust Company, PA
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- 8Vanguard Fiduciary Trust Company, PA
- 9Vanguard Fiduciary Trust Company, PA
- 10Vanguard Fiduciary Trust Company, PA
- 11Vanguard Fiduciary Trust Company, PA
- 12Northern Trust Investments, Inc., IL
- 13Vanguard Fiduciary Trust Company, PA
- 14State Street Global Advisors Trust Company, MA
- 15Vanguard Fiduciary Trust Company, PA
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- 18The Boeing Co. And Consolidated Subsidiaries, WA
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- 21Northern Trust Investments, Inc., IL
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- 23Vanguard Fiduciary Trust Company, PA
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- 26Western Conference Of Teamsters Pension Trust Fund Board Of Trustees, WA
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- 35Trustees Of Central States, Se And Sw Areas Pension Fund, IL
- 36The Boeing Co. And Consolidated Subsidiaries, WA
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- 48The Bank Of New York Mellon, PA
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Browse all plans with financial data → · What is Form 5500? → · Schedule C provider compensation →
Frequently asked questions
- Which Form 5500 plans report full financial statements?
- Plans that file a Schedule H (large plans, generally 100+ participants) or Schedule I (small plans) report a full financial statement — assets, liabilities, net assets, income, contributions, and expenses. This page ranks the top 50 such plans by reported assets, drawn from 147,335 loaded financial schedule rows.
- What is the difference between Schedule H and Schedule I?
- Schedule H is the detailed financial statement filed by large plans (generally 100 or more participants), often with an independent auditor’s report. Schedule I is a condensed financial statement for smaller plans. Both report plan assets, liabilities, income, and expenses.
- Do all plans report financial statements?
- No. Some filings report participant counts and plan identity without a full Schedule H/I in the loaded dataset. This page deliberately lists only plans that DO report financial statements, so every plan here links to a profile with a real financial breakdown.