Defined Benefit (Pension) · DOL Form 5500 · 2022

Capital One Financial Corporation Pension Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
712
Participants Below avg headcount
96th
Percentile by assets National rank
$318,326
Avg per participant High balance/head
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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.

  • #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.

#1,030
in Management of Enterprises (1,193 peers)
-18.8%
assets change YoY
2.3×
vs typical plan assets (national mean)

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.

Capital One Financial Corporation Cash Balance Pension Plan's outsized position 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 $2,050,000,000 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 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital One Financial Corporation Cash Balance Pension Plan sits mid-pack in the medium band (712 participants).

DOL schedule card

Filing strip 541719854 · Capital One Financial Corporation PY 2022 · Defined Benefit (Pension)

Capital One Financial Corporation Cash Balance Pension Plan · $227M · 712 · 96th

  • IND $227M
  • IND 712
  • IND 96th
  • IND Defined Benefit (Pension)
  • IND near Energizer Holdings, Inc. Retirement Plan
  • IND ind #1030

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 Management of Enterprises retirement plans → · Plans in Virginia →

Capital One Financial Corporation Cash Balance Pension Plan in the asset neighbourhood

Pixelle Specialty Solutions LLC Retirement PlanPixelle Specialty Solutions …$227MRetirement Plan of Sasol (USA) CoporationRetirement Plan of Sasol (US…$227MCapital One Financial Corporation Cash Balance Pension PlanCapital One Financial Corpor…$227MEnergizer Holdings, Inc. Retirement PlanEnergizer Holdings, Inc. Ret…$227MTwin City Hospital Workers Pension PlanTwin City Hospital Workers P…$226M
End-of-year total assets ($M) among Capital One Financial Corporation Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Capital One Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12.3B 5325.250966798449% vs 2022
2024 filing year
$0B$5B$10B$15B 202220232024 $0.23B $12.3B ▲ +5247.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Capital One Financial Corporation Cash Balance Pension Plan, Total assets ($B): 0.226647809 · Participants: 712Capital One Financial Corporation Cash Balance Pension PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Capital One Financial Corporation Cash Balance Pension Plan side-by-side with 3 peers →

Capital One Financial Corporation Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Energizer Holdings, Inc. Retirement Plan in MO ($227M); by covered participants it is Cleveland-Cliffs Hibbing Management LLC Pension Plan in IL (712 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($227M here).

Similar participant headcount

Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital One Financial Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cleveland-Cliffs Hibbing Management LLC Pension Plan in IL (712 participants, $216M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541719854.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.