Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Directors of Pentegra Defined Benefit Plan Pension Plan
Data updated 2026-08-11
- $3.6B
- Total assets
- 6,691
- Participants
- 100th
- Percentile by assets
- $543,233
- Avg per participant
Official DOL plan name: Pentegra Defined Benefit Plan for Financial Inst · Sponsored by Board of Directors of Pentegra Defined Benefit Plan · New York · Finance & Insurance
$3.6B in assets, 6,691 participants
Board of Directors of Pentegra Defined Benefit Plan's Pentegra Defined Benefit Plan for Financial Inst reported $3.6B in total assets and 6,691 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,202 in Finance & Insurance (9,261 peers)
Coverage in New York
Pentegra Defined Benefit Plan for Financial Inst covers 6,691 participants in New York, 8.4x the typical New York plan (state average ~798 per filing). Assets: $3.6B.
- $3.6B
- total plan assets (2022 EOY)
- 6,691
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $543,233
- avg assets per participant
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Pentegra Defined Benefit Plan for Financial Inst sits by total assets
Pentegra Defined Benefit Plan for Financial Inst vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,634,769,612 Top 1% higher than 100% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pentegra Defined Benefit Plan for Financial Inst reports 6,691 participants - 8.4x that state average ($3.6B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $3.6B |
| Net Income | -$37M |
| Employer EIN | 135645888 |
| Plan Effective Date | 1943-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of Pentegra Defined Benefit Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 8,063 | $3.6B |
| 2023 | 2 | 6,587 | $3.2B |
| 2024 | 2 | 6,311 | $3.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pentegra Defined Benefit Plan for Financial Inst vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Scale composition for Pentegra Defined Benefit Plan for Financial Inst
Pentegra Defined Benefit Plan for Financial Inst reports $3.6B in end-of-year assets across 6,691 participants (0.030% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $543,233 per participant (3.9x the national average assets-per-participant) . Net income for plan year 2022 was -$37M.
This plan identity (EIN 135645888, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.0B (-16.1%) while covered participants moved from 6,691 to 5,009 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,691 | $3.6B | This page |
| 2023 | 5,393 | $3.2B | Open filing |
| 2024 · index core | 5,009 | $3.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pentegra Defined Benefit Plan for Financial Inst (Defined Benefit (Pension), $3.0B, 5,009 participants)
- Mstc Easy(K) Pep (401(k), $19M, 1,302 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pentegra Defined Benefit Plan for Financial Inst by total assets, not by location.
- Abbvie Pension Plan (IL) $3.6B · 16,037
- Bakery & Confectionery Union & Industry International Pension Fund (MD) $3.7B · 14,787
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (MD) $3.7B · 2,587
- N. Atlantic States Carp. Guaranteed Annuity Fund (MA) $3.6B · 10,962
Frequently Asked Questions
How did Pentegra Defined Benefit Plan for Financial Inst assets move in 2022? ▼
How have Board of Directors of Pentegra Defined Benefit Plan plan assets changed over time? ▼
Where does Pentegra Defined Benefit Plan for Financial Inst rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pentegra Defined Benefit Plan for Financial Inst? ▼
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Filing takeaways
Ways to act on Pentegra Defined Benefit Plan for Financial Inst's numbers.
- By total assets, Pentegra Defined Benefit Plan for Financial Inst ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Directors of Pentegra Defined Benefit Plan's sponsor-wide assets have declined 15.8% since 2022 across 3 plan years on file. More Finance & Insurance plans