TD Bank US Holding 401(k) match, vesting and fees

Plan year 2024 filingTd 401(k) Retirement Plan · Plan 003 · EIN 01-0437984Updated Oct 2026

What TD Bank US Holding's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $198M in employer contributions, about $4,694 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$141,537
Average account balance
49,123
Participants (end of year)
$6B
Plan assets (end of year)
0.02%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperT Rowe Price Rps IncSchedule C ↗
Independent auditorErnst & Young LLP (unmodified opinion)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 26 defined-contribution plans in management of companies and enterprises with 10,000 to 49,999 participants.

TD Bank US Holding: employer contribution per participant$4,694
Peer median$2,647
TD Bank US Holding: average balance$141,537
Peer median$122,788
TD Bank US Holding: admin expenses ÷ assets0.02%
Peer median0.06%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $4.9B at the end of plan year 2023 to $6B at the end of plan year 2024.

$4.9B2023$6B2024
End-of-year figures from each plan year's Form 5500 filing for the TD Bank US Holding plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202449,123$6B$198M$4,6940.02%Not publishedForm 5500 ↗
202347,230$4.9B$168M$4,1130.03%Not publishedForm 5500 ↗

Other TD Bank US Holding plans (2)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Td Banknorth Inc. Pension Plan

Plan 001 · EIN 01-0437984 · plan year 2024 filing
$49,934
Average account balance
8,275
Participants (end of year)
$413M
Plan assets (end of year)
0.46%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTelus HealthSchedule C ↗
Independent auditorErnst & Young (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Legacy Chrysler Financial Employee Pension Plan

Plan 002 · EIN 01-0437984 · plan year 2024 filing
$118,854
Average account balance
4,283
Participants (end of year)
$509M
Plan assets (end of year)
0.20%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTelus HealthSchedule C ↗
Independent auditorErnst & Young LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Common questions

Does TD Bank US Holding match 401(k) contributions?

The match terms for the Td 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $198M in employer contributions, about $4,694 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the TD Bank US Holding 401(k) match vested?

The vesting schedule for the Td 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the TD Bank US Holding 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is U.S. Retirement Committee.

I left TD Bank US Holding. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (U.S. Retirement Committee, (866) 835-7607) or the recordkeeper, T Rowe Price Rps Inc. The TD Bank US Holding old 401(k) page lists the contacts from every plan filing. Find an old TD Bank US Holding 401(k)

Data from the public Form 5500 annual reports TD Bank US Holding filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with TD Bank US Holding. Not financial advice. Report a correction · Methodology