401(k) · DOL Form 5500 · 2022

Pentagon Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$293M
Total assets Near avg plan size
3,503
Participants Above avg headcount
97th
Percentile by assets National rank
$83,611
Avg per participant Below avg balance/head
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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.

  • #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.

#8,732
in Finance & Insurance (9,261 peers)
-11.6%
assets change YoY
2.9×
vs typical plan assets (national mean)

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.

Pentagon Federal Credit Union Thrift/Savings Plan's outsized position by total assets

Pentagon Federal Credit Union Thrift/Savings Plan vs every filed plan by assets

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

$292,889,060 Top 3% higher than 97% 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

Pentagon Federal Credit Union Thrift/Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentagon Federal Credit Union Thrift/Savings Plan lands in the large band (3,503 participants).

Form 5500 schedule snapshot

Filing strip 530197038 · Pentagon Federal Credit Union PY 2022 · 401(k)

Pentagon Federal Credit Union Thrift/Savings Plan · $293M · 3,503 · 97th

  • SCH $293M
  • EBSA 3,503
  • PART 97th
  • TYPE 401(k)
  • NET near Cotiviti Savings Plan
  • BOOK ind #8732

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 Virginia →

Pentagon Federal Credit Union Thrift/Savings Plan in the asset neighbourhood

Robins Kaplan LLP Profit Sharing & Savings PlanRobins Kaplan LLP Profit Sha…$293MPentagon Federal Credit Union Thrift/Savings PlanPentagon Federal Credit Unio…$293MCotiviti Savings Plan$293MOption Care Health 401(k) PlanOption Care Health 401(k) Pl…$293MCoorstek LLC Savings and Investment PlanCoorstek LLC Savings and Inv…$293M
End-of-year total assets ($M) among Pentagon Federal Credit Union Thrift/Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Pentagon Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$473M 21.209092763180625% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $391M $473M ▲ +21.2%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Pentagon Federal Credit Union Thrift/Savings Plan, Total assets ($B): 0.29288906 · Participants: 3503Pentagon Federal Credit Union Thrift/Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pentagon Federal Credit Union Thrift/Savings Plan side-by-side with 3 peers →

Pentagon Federal Credit Union Thrift/Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cotiviti Savings Plan in UT ($293M); by covered participants it is Sutherland Global Services, Inc. 401(k) Plan in NY (3,503 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($293M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,503 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 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).
Which 401(k) plans cover a similar participant headcount to Pentagon Federal Credit Union Thrift/Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sutherland Global Services, Inc. 401(k) Plan in NY (3,503 participants, $73M 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 530197038.

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.