401(k) · DOL Form 5500 · 2022
Board of Directors of Pentegra Defined Contribution Plan 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 18,103
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $116,936
- Avg per participant Below avg balance/head
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.
- #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.
- #9,156
- in Finance & Insurance (9,261 peers)
- -18.8%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
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.
Pentegra Defined Contribution Plan for Financial Institutions's outsized position by total assets
Pentegra Defined Contribution Plan for Financial Institutions vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,116,892,662 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pentegra Defined Contribution Plan for Financial Institutions's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentegra Defined Contribution Plan for Financial Institutions is a mega filing (18,103 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 136321489 · Board of Directors of Pentegra Defined Contribution Plan PY 2022 · 401(k)
Pentegra Defined Contribution Plan for Financial Institutions · $2.1B · 18,103 · 99th
- PCT $2.1B
- EIN 18,103
- RANK 99th
- PHOTO 401(k)
- IND near Transamerica 401(k) Retirement Savings Plan
- EOY ind #9156
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Pentegra Defined Contribution Plan for Financial Institutions in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Directors of Pentegra Defined Contribution Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 6.813039111002407% vs 2022
- 2024 filing year
| 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.
- 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)
Pentegra Defined Contribution Plan for Financial Institutions's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Transamerica 401(k) Retirement Savings Plan in IA ($2.1B); by covered participants it is Autozone, Inc. 401(k) Plan in TN (18,070 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (18,103 participants); asset peers above are excluded.
- Autozone, Inc. 401(k) Plan (TN) 18,070 · 33 off
- Flynn Restaurant Group 401(k) Retirement Plan (OH) 18,068 · 35 off
- John Deere Savings and Investment Plan (IL) 18,052 · 51 off
- Promedica Health System, Inc. 401(k) Plan (OH) 18,050 · 53 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.