401(k) · DOL Form 5500 · 2022
Board of Directors of Pentegra Defined Contribution Plan 401(k) Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 18,103
- Participants
- 99th
- Percentile by assets
- $116,936
- Avg per participant
Official DOL plan name: Pentegra Defined Contribution Plan for Financial Institutions · Sponsored by Board of Directors of Pentegra Defined Contribution Plan · New York · Finance & Insurance
$2.1B in assets, 18,103 participants
Board of Directors of Pentegra Defined Contribution Plan's Pentegra Defined Contribution Plan for Financial Institutions reported $2.1B in total assets and 18,103 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #9,156 in Finance & Insurance (9,261 peers)
Coverage in New York
Pentegra Defined Contribution Plan for Financial Institutions covers 18,103 participants in New York, 23x the typical New York plan (state average ~798 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2022 EOY)
- 18,103
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $116,936
- avg assets per participant
The plan reported a net loss of $468M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pentegra Defined Contribution Plan for Financial Institutions reports 18,103 participants - 23x that state average ($2.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$468M |
| Employer EIN | 136321489 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of Pentegra Defined Contribution Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,103 | $2.1B |
| 2023 | 1 | 16,522 | $2.2B |
| 2024 | 1 | 35,000 | $2.3B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Pentegra Defined Contribution Plan for Financial Institutions vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Pentegra Defined Contribution Plan for Financial Institutions
Pentegra Defined Contribution Plan for Financial Institutions reports $2.1B in end-of-year assets across 18,103 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $116,936 per participant (85% of the national average assets-per-participant) . Net income for plan year 2022 was -$468M.
This plan identity (EIN 136321489, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.3B (+6.8%) while covered participants moved from 18,103 to 35,000 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,103 | $2.1B | This page |
| 2023 | 16,522 | $2.2B | Open filing |
| 2024 · index core | 35,000 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pentegra Defined Contribution Plan for Financial Institutions (401(k), $2.3B, 35,000 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pentegra Defined Contribution Plan for Financial Institutions by total assets, not by location.
- Transamerica 401(k) Retirement Savings Plan (IA) $2.1B · 7,262
- Stanley Black & Decker Retirement Account Plan (CT) $2.1B · 25,137
- The Pearson Retirement Plan (NJ) $2.1B · 12,396
- The Magna Group of Companies Retirement Savings Plans () $2.1B · 22,890
Frequently Asked Questions
How did Pentegra Defined Contribution Plan for Financial Institutions assets move in 2022? ▼
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Filing takeaways
Ways to act on Pentegra Defined Contribution Plan for Financial Institutions's numbers.
- By total assets, Pentegra Defined Contribution Plan for Financial Institutions ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Directors of Pentegra Defined Contribution Plan's sponsor-wide assets have grown 6.8% since 2022 across 3 plan years on file. More Finance & Insurance plans