Defined Benefit (Pension) · DOL Form 5500 · 2022
Bessemer Trust Company Pension Plan
Data updated 2026-08-11
- $110M
- Total assets
- 217
- Participants
- 93rd
- Percentile by assets
- $505,167
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $110M
- total plan assets (2022 EOY)
- 217
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $505,167
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Retirement Plan for the Employees of Bessemer Trust Company reports 217 participants - about 26% of that state average ($110M EOY assets).
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)
| 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 for the Employees of Bessemer Trust Company vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for the Employees of Bessemer Trust Company by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Retirement Plan for the Employees of Bessemer Trust Company's numbers.
- By total assets, Retirement Plan for the Employees of Bessemer Trust Company ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Bessemer Trust Company's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Finance & Insurance plans