Other

Pension obligation

Bank of New York Mellon Pension obligation increased by 13.1% to $476.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.1%, from $421.00M to $476.00M. Over 5 years (FY 2020 to FY 2025), Pension obligation shows an upward trend with a 9.7% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ4 2025

How to read this metric

Changes reflect shifts in pension funding status and the resulting impact on future tax liabilities.

Detailed definition

This represents the deferred tax liability associated with pension plan obligations where the accounting expense differs...

Peer comparison

Common for large financial institutions with legacy defined benefit pension plans.

Metric ID: other_deferred_tax_liabilities_pension_obligation

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$451.00M$374.00M$388.00M$421.00M$476.00M
QoQ Change—-17.1%+3.7%+8.5%+13.1%
YoY Change—-17.1%+3.7%+8.5%+13.1%
Range$374.00M – $476.00M
CAGR+5.5%
Avg YoY Growth+2.1%
Median YoY Growth+6.1%
Current Streak3 quarters growth

Frequently Asked Questions

What is Bank of New York Mellon's pension obligation?
Bank of New York Mellon (BK) reported pension obligation of $476.00M in Q4 2025.
How has Bank of New York Mellon's pension obligation changed year-over-year?
Bank of New York Mellon's pension obligation increased by 13.1% year-over-year, from $421.00M to $476.00M.
What is the long-term trend for Bank of New York Mellon's pension obligation?
Over 5 years (2020 to 2025), Bank of New York Mellon's pension obligation has grown at a 9.7% compound annual growth rate (CAGR), from $299.00M to $476.00M.
What does pension obligation mean?
Future tax impacts arising from the timing differences in pension accounting and funding.