Defined Benefit (Pension) · DOL Form 5500 · 2022
Bessemer Trust Company Pension Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 217
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $505,167
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for the Employees of Bessemer Trust Company · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance
$110M in assets, 217 participants
Bessemer Trust Company's Retirement Plan for the Employees of Bessemer Trust Company reported $110M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,255 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Retirement Plan for the Employees of Bessemer Trust Company covers 217 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $110M.
- #8,255
- in Finance & Insurance (9,261 peers)
- -21.6%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for the Employees of Bessemer Trust Company's outsized position by total assets
Retirement Plan for the Employees of Bessemer Trust Company vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,621,201 Top 7% higher than 93% 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
Retirement Plan for the Employees of Bessemer Trust Company 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. Retirement Plan for the Employees of Bessemer Trust Company sits mid-pack in the medium band (217 participants).
Plan-year Form 5500 strip
Filing strip 220770670 · Bessemer Trust Company PY 2022 · Defined Benefit (Pension)
Retirement Plan for the Employees of Bessemer Trust Company · $110M · 217 · 93rd
- 5500 $110M
- ASSETS 217
- PCT 93rd
- EIN Defined Benefit (Pension)
- RANK near Plumbers Local Union No. 200 Pension Fund
- PHOTO ind #8255
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Retirement Plan for the Employees of Bessemer Trust Company in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | -$30M |
| Employer EIN | 220770670 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bessemer Trust Company)
Sponsor-wide plan assets over time
All Bessemer Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $764M 20.349181871118535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,297 | $635M |
| 2023 | 2 | 1,346 | $755M |
| 2024 | 2 | 1,403 | $764M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Retirement Plan for the Employees of Bessemer Trust Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Plumbers Local Union No. 200 Pension Fund in NY ($110M); by covered participants it is Dade County Federal Credit Union Defined Benefit Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Plumbers Local Union No. 200 Pension Fund (NY) $110M · 710
- Holland & Knight Cash Balance Plan - 2019 (FL) $110M · 590
- Interhealth Corp. Retirement Plan (CA) $110M · 1,501
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust (MA) $110M · 3,641
Similar participant headcount
Nearest other-state filings by covered participants (217 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.