Defined Benefit (Pension) · DOL Form 5500 · 2022

Pentagon Federal Credit Union Pension Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
269
Participants Below avg headcount
93rd
Percentile by assets National rank
$363,223
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan for Employees of Pentagon Federal Credit Union · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance

$98M in assets, 269 participants

Pentagon Federal Credit Union's The Retirement Plan for Employees of Pentagon Federal Credit Union reported $98M in total assets and 269 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.

  • #8,160 in Finance & Insurance (9,261 peers)

Coverage in Virginia

The Retirement Plan for Employees of Pentagon Federal Credit Union covers 269 participants in Virginia, about 34% of the average Virginia filer (state average ~782 per filing). Assets: $98M.

#8,160
in Finance & Insurance (9,261 peers)
-31.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan for Employees of Pentagon Federal Credit Union's outsized position by total assets

The Retirement Plan for Employees of Pentagon Federal Credit Union vs every filed plan by assets

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

$97,706,926 Top 7% higher than 93% 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

The Retirement Plan for Employees of Pentagon Federal Credit Union 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. The Retirement Plan for Employees of Pentagon Federal Credit Union sits mid-pack in the medium band (269 participants).

DOL schedule card

Filing strip 530197038 · Pentagon Federal Credit Union PY 2022 · Defined Benefit (Pension)

The Retirement Plan for Employees of Pentagon Federal Credit Union · $98M · 269 · 93rd

  • PART $98M
  • TYPE 269
  • NET 93rd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Bethpage Federal Credit Union Pension Plan
  • BOY ind #8160

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 →

The Retirement Plan for Employees of Pentagon Federal Credit Union in the asset neighbourhood

Coats North America Pension PlanCoats North America Pension …$98MSnf Holding Company Defined Benefit Retirement PlanSnf Holding Company Defined …$98MBethpage Federal Credit Union Pension PlanBethpage Federal Credit Unio…$98MThe Retirement Plan for Employees of Pentagon Federal Credit UnionThe Retirement Plan for Empl…$98MGoodwin Procter LLP Cash Balance Retirement PlanGoodwin Procter LLP Cash Bal…$98M
End-of-year total assets ($M) among The Retirement Plan for Employees of Pentagon Federal Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$98M
Net Income-$45M
Employer EIN530197038
Plan Effective Date1963-02-01
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 Defined Benefit (Pension) Plans in Virginia

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

The Retirement Plan for Employees of Pentagon Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Retirement Plan for Employees of Pentagon Federal Credit Union, Total assets ($B): 0.097706926 · Participants: 269The Retirement Plan for Employees of Pentagon Federal Credit UnionNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
The Retirement Plan for Employees of Pentagon Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare The Retirement Plan for Employees of Pentagon Federal Credit Union side-by-side with 3 peers →

The Retirement Plan for Employees of Pentagon Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Bethpage Federal Credit Union Pension Plan in NY ($98M); by covered participants it is Everest Reinsurance Retirement Plan in NJ (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 The Retirement Plan for Employees of Pentagon Federal Credit Union assets move in 2022? ▼
The Retirement Plan for Employees of Pentagon Federal Credit Union contracted severely - down 31.4% during 2022, from $142M to $98M. Reported net income was -$45M.
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 The Retirement Plan for Employees of Pentagon Federal Credit Union rank by assets among Form 5500 filers? ▼
The Retirement Plan for Employees of Pentagon Federal Credit Union ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Employees of Pentagon Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bethpage Federal Credit Union Pension Plan in NY ($98M, 200 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan for Employees of Pentagon Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Everest Reinsurance Retirement Plan in NJ (269 participants, $285M 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.