Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Directors of Pentegra Defined Benefit Plan Pension Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 6,691
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $543,233
- Avg per participant High balance/head
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.
- #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.
- #9,202
- in Finance & Insurance (9,261 peers)
- -12.8%
- assets change YoY
- 36×
- vs typical plan assets (national mean)
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.
Pentegra Defined Benefit Plan for Financial Inst's outsized position 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 Highest reported value at or above every one 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
Pentegra Defined Benefit Plan for Financial Inst's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentegra Defined Benefit Plan for Financial Inst lands in the large band (6,691 participants).
DOL schedule card
Filing strip 135645888 · Board of Directors of Pentegra Defined Benefit Plan PY 2022 · Defined Benefit (Pension)
Pentegra Defined Benefit Plan for Financial Inst · $3.6B · 6,691 · 100th
- NET $3.6B
- BOOK 6,691
- VS-ST 100th
- BOY Defined Benefit (Pension)
- SCH near Abbvie Pension Plan
- EBSA ind #9202
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 →
Pentegra Defined Benefit Plan for Financial Inst in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Directors of Pentegra Defined Benefit Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 15.79377317129958% vs 2022
- 2024 filing year
| 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.
- 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)
Pentegra Defined Benefit Plan for Financial Inst's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Abbvie Pension Plan in IL ($3.6B); by covered participants it is Medco Health Solutions, Inc. Cash Balance Retirement Plan in MO (6,697 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,691 participants); asset peers above are excluded.
- Medco Health Solutions, Inc. Cash Balance Retirement Plan (MO) 6,697 · 6 off
- Comerica Incorporated Retirement Income Account Plan (TX) 6,700 · 9 off
- Valero Energy Corporation Pension Plan (TX) 6,677 · 14 off
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 (IL) 6,769 · 78 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.