Defined Benefit (Pension) · DOL Form 5500 · 2022

Capital One Financial Corporation Pension Plan

Data updated 2026-08-11

$227M
Total assets
712
Participants
96th
Percentile by assets
$318,326
Avg per participant
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Official DOL plan name: Capital One Financial Corporation Cash Balance Pension Plan · Sponsored by Capital One Financial Corporation · Virginia · Management of Enterprises

$227M in assets, 712 participants

Capital One Financial Corporation's Capital One Financial Corporation Cash Balance Pension Plan reported $227M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #1,030 in Management of Enterprises (1,193 peers)

Where Capital One Financial Corporation Cash Balance Pension Plan sits by assets

Capital One Financial Corporation Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $227M for 712 participants (~$318,326/participant), down 18.8% in 2022.

$227M
total plan assets (2022 EOY)
712
covered participants
96th
percentile by assets (of 139,126 plans)
$318,326
avg assets per participant

The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Capital One Financial Corporation Cash Balance Pension Plan sits by total assets

Capital One Financial Corporation Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$226,647,809 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Capital One Financial Corporation Cash Balance Pension Plan vs the 2022 asset distribution

By assets, Capital One Financial Corporation Cash Balance Pension Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$227M
Net Income-$52M
Employer EIN541719854
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital One Financial Corporation)

$-5B$0B$5B$10B$15B 202220232024 $0.23B $12.3B ▲ +5247.8%
Total plan assets by year, all Capital One Financial Corporation plans on file
Year Plans Participants Total Assets
2022 1 712 $227M
2023 1 649 $241M
2024 2 45,483 $12.3B

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Capital One Financia…Northrop Grumman Pen…Retirement Security …Ng Space&mission Sys…Dominion Energy Pens…Sheet Metal Workers'…
Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Capital One Financial Corporation Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Capital One Financial Corporation Cash Balance Pension Plan assets move in 2022?
Capital One Financial Corporation Cash Balance Pension Plan declined sharply - down 18.8% during 2022, from $279M to $227M. Reported net income was -$52M.
How have Capital One Financial Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Capital One Financial Corporation's sponsor-wide assets grew 5325.3%, from $227M to $12.3B.
Where does Capital One Financial Corporation Cash Balance Pension Plan rank by assets among Form 5500 filers?
Capital One Financial Corporation Cash Balance Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Capital One Financial Corporation Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Energizer Holdings, Inc. Retirement Plan in MO ($227M, 439 participants).

Next read for Capital One Financial Corporation Cash B…

Scale reading

Ways to act on Capital One Financial Corporation Cash Balance Pension Plan's numbers.

  • By total assets, Capital One Financial Corporation Cash Balance Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
  • Capital One Financial Corporation's sponsor-wide assets have grown 5325.3% since 2022 across 3 plan years on file. More Management of Enterprises plans