Defined Benefit (Pension) · DOL Form 5500 · 2022

Generali - U.S. Branch Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
12
Participants Small participant base
84th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Generali - US Branch · Sponsored by Generali - U.S. Branch · New York · Finance & Insurance

$33M in assets, 12 participants

Generali - U.S. Branch's Pension Plan for Employees of Generali - US Branch reported $33M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,866 in Finance & Insurance (9,261 peers)

Where Pension Plan for Employees of Generali - US Branch sits by assets

Pension Plan for Employees of Generali - US Branch sits in the top quartile of all filed plans by assets, $33M for 12 participants (~$2.8M/participant), down 19.2% in 2022.

#6,866
in Finance & Insurance (9,261 peers)
-19.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Generali - US Branch's outsized position by total assets

Pension Plan for Employees of Generali - US Branch vs every filed plan by assets

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

$33,252,071 Top 16% higher than 84% 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

Pension Plan for Employees of Generali - US Branch among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Generali - US Branch is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 135617450 · Generali - U.S. Branch PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Generali - US Branch · $33M · 12 · 84th

  • BOY $33M
  • BOY 12
  • BOY 84th
  • BOY Defined Benefit (Pension)
  • BOY near Detroit Institute of Arts Pension Plan
  • BOY ind #6866

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 York →

Pension Plan for Employees of Generali - US Branch in the asset neighbourhood

Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.Retirement Plan for the Staf…$33MPension Plan for Employees of Generali - US BranchPension Plan for Employees o…$33MDetroit Institute of Arts Pension PlanDetroit Institute of Arts Pe…$33MSbera Pension Plan as Adopted by the Bank of CantonSbera Pension Plan as Adopte…$33MC&d Technologies, Inc. Pension PlanC&d Technologies, Inc. Pensi…$33M
End-of-year total assets ($M) among Pension Plan for Employees of Generali - US Branch and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN135617450
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generali - U.S. Branch)

Sponsor-wide plan assets over time

All Generali - U.S. Branch plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.341482189184548% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.3M $36.7M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 12 $33M
2023 1 11 $35M
2024 1 9 $37M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Generali - US Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Generali - US Branch, Total assets ($B): 0.033252071 · Participants: 12Pension Plan for Employees of Generali - US BranchIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pension Plan for Employees of Generali - US Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Generali - US Branch side-by-side with 3 peers →

Pension Plan for Employees of Generali - US Branch's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Detroit Institute of Arts Pension Plan in MI ($33M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Pension Plan for Employees of Generali - US Branch assets move in 2022? ▼
Pension Plan for Employees of Generali - US Branch declined sharply - down 19.2% during 2022, from $41M to $33M. Reported net income was -$8M.
How have Generali - U.S. Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generali - U.S. Branch's sponsor-wide assets grew 10.3%, from $33M to $37M.
Where does Pension Plan for Employees of Generali - US Branch rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Generali - US Branch ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Generali - US Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Detroit Institute of Arts Pension Plan in MI ($33M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Generali - US Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants, $1M 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 135617450.

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.