Defined Benefit (Pension) · DOL Form 5500 · 2022

Lloyds Bank PLC Pension Plan

Data updated 2026-08-11

$127M
Total assets
65
Participants
94th
Percentile by assets
$2.0M
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$127M
total plan assets (2022 EOY)
65
covered participants
94th
percentile by assets (of 139,126 plans)
$2.0M
avg assets per participant

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.

Where The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits 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

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

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs the 2022 asset distribution

By assets, The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$127M
Net Income-$53M
Employer EIN133321516
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyds Bank PLC)

$120M$125M$130M$135M 202220232024 $127M $123M ▼ -3.4%
Total plan assets by year, all Lloyds Bank PLC plans on file
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.

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Retirement Plan …IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC by total assets, not by location.

Frequently Asked Questions

How did The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC assets move in 2022?
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC declined sharply - down 29.6% during 2022, from $180M to $127M. Reported net income was -$53M.
How have Lloyds Bank PLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lloyds Bank PLC's sponsor-wide assets declined 3.4%, from $127M to $123M.
Where does The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC rank by assets among Form 5500 filers?
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC ranks in the 94th 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 the United States Offices of Lloyds Bank PLC?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Efw Inc. Consolidated Retirement Plan in TX ($127M, 293 participants).

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Scale reading

Ways to act on The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's numbers.

  • By total assets, The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC 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 New York. Compare plans
  • Lloyds Bank PLC's sponsor-wide assets have declined 3.4% since 2022 across 3 plan years on file. More Finance & Insurance plans