Defined Benefit (Pension) · DOL Form 5500 · 2022

Pentagon Federal Credit Union Pension Plan

Data updated 2026-08-11

$98M
Total assets
269
Participants
93rd
Percentile by assets
$363,223
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$98M
total plan assets (2022 EOY)
269
covered participants
93rd
percentile by assets (of 139,126 plans)
$363,223
avg assets per participant

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.

Where The Retirement Plan for Employees of Pentagon Federal Credit Union sits 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 $2,010,000,000 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

State
Virginia
Industry
Finance & Insurance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. The Retirement Plan for Employees of Pentagon Federal Credit Union reports 269 participants - about 34% of that state average ($98M EOY assets).

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)

$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 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 ($B) Participants The Retirement Plan …, Total assets ($B): 0.097706926 · Participants: 269The Retirement Plan …Northrop Grumman Pen…, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pen…Retirement Security …, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security …Ng Space&mission Sys…, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Sys…Dominion Energy Pens…, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pens…Sheet Metal Workers'…, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers'…
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 Pen… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Retirement Plan for Employees of Pentagon Federal Credit Union by total assets, not by location.

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).

Next read for The Retirement Plan for Employees of Pen…

Filing takeaways

Ways to act on The Retirement Plan for Employees of Pentagon Federal Credit Union's numbers.

  • By total assets, The Retirement Plan for Employees of Pentagon Federal Credit Union 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 Virginia. Compare plans
  • Pentagon Federal Credit Union's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.