Defined Benefit (Pension) · DOL Form 5500 · 2022
Lloyds Bank PLC Pension Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 65
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · Sponsored by Lloyds Bank PLC · New York · Finance & Insurance
$127M in assets, 65 participants
Lloyds Bank PLC's The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported $127M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,343 in Finance & Insurance (9,261 peers)
Where The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits by assets
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits in the top 10% of all filed plans by assets, $127M for 65 participants (~$2.0M/participant), down 29.6% in 2022.
- #8,343
- in Finance & Insurance (9,261 peers)
- -29.6%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M 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 the United States Offices of Lloyds Bank PLC's outsized position by total assets
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,027,327 Top 6% higher than 94% of 139,123 filed plans
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 the United States Offices of Lloyds Bank PLC among smaller 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 the United States Offices of Lloyds Bank PLC is a small filing (65 participants) on this national headcount ladder.
DOL schedule card
Filing strip 133321516 · Lloyds Bank PLC PY 2022 · Defined Benefit (Pension)
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · $127M · 65 · 94th
- IND $127M
- IND 65
- IND 94th
- IND Defined Benefit (Pension)
- IND near Efw Inc. Consolidated Retirement Plan
- IND ind #8343
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 →
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$53M |
| Employer EIN | 133321516 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lloyds Bank PLC)
Sponsor-wide plan assets over time
All Lloyds Bank PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 3.415424934510351% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $127M |
| 2023 | 3 | 732 | $131M |
| 2024 | 1 | 50 | $123M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Efw Inc. Consolidated Retirement Plan in TX ($127M); by covered participants it is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Efw Inc. Consolidated Retirement Plan (TX) $127M · 293
- Hickory Springs Retirement Plan (NC) $127M · 397
- Clopay Ames Pension Plan (PA) $127M · 546
- Loomis-Sayles Funded Pension Plan (MA) $127M · 149
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- The Toledo Newspaper Unions Blade Pension Plan (OH) 65 · 0 off
- Employees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc. (IN) 65 · 0 off
- Retirement Plan of Liggett Group Inc. for Bargaining Unit & Hourly Employees (FL) 65 · 0 off
- Nsf International Retirement Income Plan (MI) 65 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.