Defined Benefit (Pension) · DOL Form 5500 · 2022
International Business Machines Corporation Pension Plan
Data updated 2026-08-25
- $25.5B
- Total assets Mega-plan scale
- 16,431
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: IBM Personal Pension Plan · Sponsored by International Business Machines Corporation · New York · Professional & Technical Services
$25.5B in assets, 16,431 participants
International Business Machines Corporation's IBM Personal Pension Plan reported $25.5B in total assets and 16,431 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.
- #21,561 in Professional & Technical Services (21,562 peers)
Coverage in New York
IBM Personal Pension Plan covers 16,431 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $25.5B.
- #21,561
- in Professional & Technical Services (21,562 peers)
- -52.1%
- assets change YoY
- 256×
- vs typical plan assets (national mean)
The plan reported a net loss of $26.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
IBM Personal Pension Plan's outsized position by total assets
IBM Personal Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,511,753,238 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
IBM Personal 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. IBM Personal Pension Plan is a mega filing (16,431 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 130871985 · International Business Machines Corporation PY 2022 · Defined Benefit (Pension)
IBM Personal Pension Plan · $25.5B · 16,431 · 100th
- ASSETS $25.5B
- ASSETS 16,431
- ASSETS 100th
- ASSETS Defined Benefit (Pension)
- ASSETS near Fedex Corporation Employees' Pension Plan
- ASSETS ind #21561
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 Professional & Technical Services retirement plans → · Plans in New York →
IBM Personal Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $53.2B |
|---|---|
| Net Assets (End of Year) | $25.2B |
| Net Income | -$26.7B |
| Employer EIN | 130871985 |
| Plan Effective Date | 1945-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Business Machines Corporation)
Sponsor-wide plan assets over time
All International Business Machines Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $78.3B 0.712905096080379% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 72,807 | $78.9B |
| 2023 | 3 | 69,793 | $82.4B |
| 2024 | 3 | 100,688 | $78.3B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct $4.4B · 17,040
Scale composition for IBM Personal Pension Plan
IBM Personal Pension Plan reports $25.5B in end-of-year assets across 16,431 participants (0.21% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $1.6M per participant (11x the national average assets-per-participant) . Net income for plan year 2022 was -$26.7B.
This plan identity (EIN 130871985, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $25.5B to $17.9B (-29.8%) while covered participants moved from 16,431 to 48,014 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,431 | $25.5B | This page |
| 2023 | 14,881 | $25.0B | Open filing |
| 2024 · index core | 48,014 | $17.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- IBM 401(k) Plan (401(k), $60.4B, 52,674 participants)
- IBM Personal Pension Plan (Defined Benefit (Pension), $17.9B, 48,014 participants)
IBM Personal Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Fedex Corporation Employees' Pension Plan in TN ($25.6B); by covered participants it is Ilwu-Pma Pension Plan in CA (16,522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25.5B here).
- Fedex Corporation Employees' Pension Plan (TN) $25.6B · 119,742
- The Pension Value Plan for Employees of the Boeing Company (WA) $25.2B · 34,042
- Central Pension Fund of the Iuoe & Participating Employers (DC) $23.5B · 97,285
- UPS Retirement Plan (GA) $22.0B · 52,821
Similar participant headcount
Nearest other-state filings by covered participants (16,431 participants); asset peers above are excluded.
- Ilwu-Pma Pension Plan (CA) 16,522 · 91 off
- Yale-New Haven Hospital Cash Account Pension Plan (CT) 16,544 · 113 off
- Navy Federal Credit Union Employees' Retirement Plan (VA) 16,288 · 143 off
- Duke Energy Retirement Cash Balance Plan (NC) 16,132 · 299 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.