Defined Benefit (Pension) · DOL Form 5500 · 2022
FINRA Pension Plan
Data updated 2026-08-06
- $479M
- Total assets
- 1,318
- Participants
- 98th
- Percentile by assets
- $363,624
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #8,364 in Other Services (8,406 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.
- $479M
- total plan assets (2022 EOY)
- 1,318
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $363,624
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Finra Employees Retirement Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $645M |
|---|---|
| Net Assets (End of Year) | $471M |
| Net Income | -$163M |
| Employer EIN | 530088710 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FINRA)
| 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
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- United Mine Workers of America 1974 Pension Plan $3.1B · 61
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Finra Employees Retirement Plan by total assets, not by location.
- Windstream Pension Plan (AR) $479M · 1,883
- Foot Locker Retirement Plan (NY) $481M · 6,029
- The Queen's Health Systems Pension Plan (HI) $478M · 5,260
- Pension Plan of Tallahassee Memorial Healthcare, Inc. (FL) $477M · 511
Frequently Asked Questions
How did Finra Employees Retirement Plan assets move in 2022? ▼
How have FINRA plan assets changed over time? ▼
Where does Finra Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Finra Employees Retirement Plan? ▼
Next read for Finra Employees Retirement Plan
Scale reading
Ways to act on Finra Employees Retirement Plan's numbers.
- By total assets, Finra Employees Retirement 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 District of Columbia. Compare plans
- FINRA's sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Other Services plans