Defined Benefit (Pension) · DOL Form 5500 · 2022
Travelers Companies, Inc. Pension Plan
Data updated 2026-08-11
- $3.9B
- Total assets
- 25,144
- Participants
- 100th
- Percentile by assets
- $156,725
- Avg per participant
Official DOL plan name: The Travelers Pension Plan · Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance
$3.9B in assets, 25,144 participants
Travelers Companies, Inc.'s The Travelers Pension Plan reported $3.9B in total assets and 25,144 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,207 in Finance & Insurance (9,261 peers)
Coverage in Minnesota
The Travelers Pension Plan covers 25,144 participants in Minnesota, 22x the typical Minnesota plan (state average ~1,126 per filing). Assets: $3.9B.
- $3.9B
- total plan assets (2022 EOY)
- 25,144
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $156,725
- avg assets per participant
The plan reported a net loss of $964M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Travelers Pension Plan sits by total assets
The Travelers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,940,696,075 Top 1% higher than 100% 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
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. The Travelers Pension Plan reports 25,144 participants - 22x that state average ($3.9B EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4.9B |
|---|---|
| Net Assets (End of Year) | $3.9B |
| Net Income | -$964M |
| Employer EIN | 410518860 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Travelers Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 52,854 | $11.9B |
| 2023 | 2 | 54,534 | $13.4B |
| 2024 | 2 | 57,470 | $14.6B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Travelers Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
- 3M Employee Retirement Income Plan $14.0B · 12,160
- Mayo Pension Plan $10.3B · 66,434
- U.S. Bank Pension Plan $3.7B · 55,836
- Target Corporation Pension Plan $3.3B · 50,515
- U.S. Bank Legacy Pension Plan $2.9B · 1,398
Scale composition for The Travelers Pension Plan
The Travelers Pension Plan reports $3.9B in end-of-year assets across 25,144 participants (0.032% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $156,725 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$964M.
This plan identity (EIN 410518860, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $4.2B (+7.5%) while covered participants moved from 25,144 to 27,237 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,144 | $3.9B | This page |
| 2023 | 24,884 | $4.2B | Open filing |
| 2024 · index core | 27,237 | $4.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Travelers 401(k) Savings Plan (401(k), $10.4B, 30,233 participants)
- The Travelers Pension Plan (Defined Benefit (Pension), $4.2B, 27,237 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Travelers Pension Plan by total assets, not by location.
Frequently Asked Questions
How did The Travelers Pension Plan assets move in 2022? ▼
How have Travelers Companies, Inc. plan assets changed over time? ▼
Where does The Travelers Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Travelers Pension Plan? ▼
Next read for The Travelers Pension Plan
Filing takeaways
Ways to act on The Travelers Pension Plan's numbers.
- By total assets, The Travelers Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Travelers Companies, Inc.'s sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Finance & Insurance plans