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Truist Financial Corporation 401(k) Savings Plan
Truist Financial Corporation, Charlotte NC. Employer ID 560939887, plan number 003. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2009: money from Mcgriff, Seibels & Williams, Inc. Employee 401(k) Plan moved in.
- 2011: money from Heritage Title Services 401(k) Plan moved in.
- 2012: money from Crump Life Insurance Services, Inc 401(k) Savings Plan moved in.
- 2012: money from Sterling Mgt, Inc. 401k Profit Sharing Plan moved in.
- 2012: money from Liberty Benefit Insurance Services Inc. 401(k) Plan moved in.
- 2012: money from Atlantic Risk Management 401(k) Plan moved in.
- 2014: money from Precept 401k Plan moved in.
- 2014: money from Bb & T 401(k) Retirement Plan for Certain Acquired Companies moved in.
- 2015: money from The Bank of Kentucky, Inc. 401(k) Profit Sharing Plan moved in.
- 2015: money from Crc Insurance Services, Inc. 401(k) Profit Sharing Retirement Plan moved in.
- 2016: money from National Penn Bancshares, Inc. Capital moved in.
- 2016: money from 3rd Fed Bank Employee Stock Ownership Plan moved in.
- 2016: money from Mcgriff, Seibels & Williams, Inc. Employee 401(k) Plan moved in.
- 2016: money from Crc Insurance Services, Inc. 401(k) Profit Sharing Retirement Plan moved in.
- 2020: money from Suntrust Banks, Inc. 401(k) Plan moved in.
- 2021: money from Wellington Insurance Services 401(k) moved in.
- 2021: money from Constellation Affiliated Partners 401k Profit Sharing Plan moved in.
- 2022: money from Benefitmall 401(k) Plan moved in.
- 2022: money from Kensington Vanguard Holdings, LLC Profit Sharing Plan moved in.
- 2023: money from Kensington Vanguard Holdings, LLC Profit Sharing Plan moved in.
- Filed 2009-2025Truist Financial Corporation 401(k) Savings Plan, Truist Financial Corporation
- TodayTruist Financial Corporation 401(k) Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2021: The plan reported that it didn't pay some benefits on time.
- 2022: The plan reported that it didn't pay some benefits on time.
- 2023: The plan reported that it didn't pay some benefits on time.
- 2024: The plan reported that it didn't pay some benefits on time.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 37,380 | 44 | Filing |
| 2015 | 43,256 | 48 | Filing |
| 2016 | 48,094 | 49 | Filing |
| 2017 | 47,118 | 57 | Filing |
| 2018 | 46,914 | 72 | Filing |
| 2019 | 45,997 | 84 | Filing |
| 2020 | 74,346 | 19,271 | Filing |
| 2021 | 73,604 | 20,251 | Filing |
| 2022 | 77,313 | 20,282 | Filing |
| 2023 | 74,490 | 20,301 | Filing |
| 2024 | 59,476 | 19,424 | Filing |
| 2025 | 58,823 | 18,241 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.