Defined Benefit (Pension) · DOL Form 5500 · 2022
Travelers Companies, Inc. Pension Plan
Data updated 2026-08-25
- $3.9B
- Total assets Very large vs avg
- 25,144
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $156,725
- Avg per participant Above avg balance/head
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.
- #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.
- #9,207
- in Finance & Insurance (9,261 peers)
- -19.7%
- assets change YoY
- 40×
- vs typical plan assets (national mean)
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.
The Travelers Pension Plan's outsized position 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 Highest reported value at or above every one 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
The Travelers Pension Plan'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. The Travelers Pension Plan is a mega filing (25,144 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 410518860 · Travelers Companies, Inc. PY 2022 · Defined Benefit (Pension)
The Travelers Pension Plan · $3.9B · 25,144 · 100th
- VS-ST $3.9B
- BOY 25,144
- SCH 100th
- EBSA Defined Benefit (Pension)
- PART near International Painters and Allied Trades Industry Pension Plan
- TYPE ind #9207
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 Minnesota →
The Travelers Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Travelers Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 22.38938907722358% vs 2022
- 2024 filing year
| 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.
- 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)
The Travelers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is International Painters and Allied Trades Industry Pension Plan in MD ($3.9B); by covered participants it is Adjustable Plan of the National Retirement Fund in NY (25,052 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.9B here).
Similar participant headcount
Nearest other-state filings by covered participants (25,144 participants); asset peers above are excluded.
- Adjustable Plan of the National Retirement Fund (NY) 25,052 · 92 off
- Equity-League Pension Trust Fund (NY) 25,404 · 260 off
- The Continental Retirement Plan (TX) 24,855 · 289 off
- GE Pension Plan (CT) 24,626 · 518 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.