Defined Benefit (Pension) · DOL Form 5500 · 2022

FINRA Pension Plan

Data updated 2026-08-25

$479M
Total assets Above avg plan size
1,318
Participants Near avg headcount
98th
Percentile by assets National rank
$363,624
Avg per participant High balance/head
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Official DOL plan name: Finra Employees Retirement Plan · Sponsored by FINRA · District of Columbia · Other Services

$479M in assets, 1,318 participants

FINRA's Finra Employees Retirement Plan reported $479M in total assets and 1,318 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,356 in Other Services (8,398 peers)

Where Finra Employees Retirement Plan sits by assets

Finra Employees Retirement Plan sits in the top 5% of all filed plans by assets, $479M for 1,318 participants (~$363,624/participant), down 25.7% in 2022.

#8,356
in Other Services (8,398 peers)
-25.7%
assets change YoY
4.8×
vs typical plan assets (national mean)

The plan reported a net loss of $163M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Finra Employees Retirement Plan's outsized position by total assets

Finra Employees Retirement Plan vs every filed plan by assets

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

$479,256,817 Top 2% higher than 98% 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

Finra Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finra Employees Retirement Plan lands in the large band (1,318 participants).

Form 5500 schedule snapshot

Filing strip 530088710 · FINRA PY 2022 · Defined Benefit (Pension)

Finra Employees Retirement Plan · $479M · 1,318 · 98th

  • NET $479M
  • BOOK 1,318
  • VS-ST 98th
  • BOY Defined Benefit (Pension)
  • SCH near Windstream Pension Plan
  • EBSA ind #8356

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 Other Services retirement plans → · Plans in District of Columbia →

Finra Employees Retirement Plan in the asset neighbourhood

Foot Locker Retirement Plan$481MFinra Employees Retirement PlanFinra Employees Retirement P…$479MWindstream Pension Plan$479MThe Queen's Health Systems Pension PlanThe Queen's Health Systems P…$478MPension Plan of Tallahassee Memorial Healthcare, Inc.Pension Plan of Tallahassee …$477M
End-of-year total assets ($M) among Finra Employees Retirement 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)$645M
Net Assets (End of Year)$471M
Net Income-$163M
Employer EIN530088710
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FINRA)

Sponsor-wide plan assets over time

All FINRA plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 33.189229812480185% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.27B $3.02B ▲ +33.0%
Year Plans Participants Total Assets
2022 2 5,015 $2.3B
2023 2 5,229 $2.7B
2024 2 5,425 $3.0B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Finra Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Finra Employees Retirement Plan, Total assets ($B): 0.479256817 · Participants: 1318Finra Employees Retirement PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 23.467010401 · Participants: 97285Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 13.802436496 · Participants: 94512Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.067717872 · Participants: 61United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.849453727 · Participants: 3671Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.663546449 · Participants: 3510Liuna Staff and Affiliates Pension Fund
Finra Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Finra Employees Retirement Plan side-by-side with 3 peers →

Finra Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Windstream Pension Plan in AR ($479M); by covered participants it is Hess Corporation Employees' Pension Plan in TX (1,318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($479M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,318 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 Finra Employees Retirement Plan assets move in 2022? ▼
Finra Employees Retirement Plan declined sharply - down 25.7% during 2022, from $645M to $479M. Reported net income was -$163M.
How have FINRA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), FINRA's sponsor-wide assets grew 33.2%, from $2.3B to $3.0B.
Where does Finra Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Finra Employees Retirement Plan ranks in the 98th 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 Finra Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Windstream Pension Plan in AR ($479M, 1,883 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Finra Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hess Corporation Employees' Pension Plan in TX (1,318 participants, $2.0B 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 530088710.

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.