401(k) · DOL Form 5500 · 2022

Pentagon Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$293M
Total assets
3,503
Participants
97th
Percentile by assets
$83,611
Avg per participant
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Official DOL plan name: Pentagon Federal Credit Union Thrift/Savings Plan · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance

$293M in assets, 3,503 participants

Pentagon Federal Credit Union's Pentagon Federal Credit Union Thrift/Savings Plan reported $293M in total assets and 3,503 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #8,732 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Pentagon Federal Credit Union Thrift/Savings Plan covers 3,503 participants in Virginia, 4.5x the typical Virginia plan (state average ~782 per filing). Assets: $293M.

$293M
total plan assets (2022 EOY)
3,503
covered participants
97th
percentile by assets (of 139,126 plans)
$83,611
avg assets per participant

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Pentagon Federal Credit Union Thrift/Savings Plan reports 3,503 participants - 4.5x that state average ($293M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$331M
Net Assets (End of Year)$293M
Net Income-$40M
Employer EIN530197038
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentagon Federal Credit Union)

$350M$400M$450M$500M 202220232024 $391M $473M ▲ +21.2%
Total plan assets by year, all Pentagon Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 2 3,772 $391M
2023 2 3,613 $437M
2024 2 3,233 $473M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Pentagon Federal Cre…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pentagon Federal Credit Union Thrift/Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Pentagon Federal Credit Union Thrift/Savings Plan assets move in 2022?
Pentagon Federal Credit Union Thrift/Savings Plan pulled back noticeably - down 11.6% during 2022, from $331M to $293M. Reported net income was -$40M.
How have Pentagon Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Pentagon Federal Credit Union's sponsor-wide assets grew 21.2%, from $391M to $473M.
Where does Pentagon Federal Credit Union Thrift/Savings Plan rank by assets among Form 5500 filers?
Pentagon Federal Credit Union Thrift/Savings Plan ranks in the 97th 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 401(k) plans are similar in size to Pentagon Federal Credit Union Thrift/Savings Plan?
Among 401(k) plans in other states, the closest by assets is Cotiviti Savings Plan in UT ($293M, 4,550 participants).

Next read for Pentagon Federal Credit Union Thrift/Sav…

Filing takeaways

Ways to act on Pentagon Federal Credit Union Thrift/Savings Plan's numbers.