DOL Form 5500 · 2024 Plan Year

BMO FINANCIAL CORP.

BMO U.S. PENSION PLAN

Defined BenefitIL
$1.3B
Plan Assets
18,799
Participants
2024
Plan Year
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Plan Details

Plan Name
BMO U.S. PENSION PLAN
Sponsor
BMO FINANCIAL CORP.
Sponsor EIN
510275712
Plan Number
002
Location
CHICAGO, IL
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$1.3B
Participants
18,799
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

BMO U.S. PENSION PLAN is a defined benefit retirement plan sponsored by BMO FINANCIAL CORP., headquartered in CHICAGO, IL, holding approximately $1.3B in plan assets on behalf of 18,799 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).