Defined Benefit (Pension) · DOL Form 5500 · 2022
Jeff Bank Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $501,672
- Avg per participant High balance/head
Official DOL plan name: Jeff Bank Pension Plan · Sponsored by Jeff Bank · New York · Finance & Insurance
$22M in assets, 44 participants
Jeff Bank's Jeff Bank Pension Plan reported $22M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #6,098 in Finance & Insurance (9,261 peers)
Where Jeff Bank Pension Plan sits by assets
Jeff Bank Pension Plan sits in the top quartile of all filed plans by assets, $22M for 44 participants (~$501,672/participant), up 11.8% in 2022.
- #6,098
- in Finance & Insurance (9,261 peers)
- +11.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Jeff Bank Pension Plan's outsized position by total assets
Jeff Bank Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,073,589 Top 21% higher than 79% 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
Jeff Bank Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeff Bank Pension Plan is a small filing (44 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 140779859 · Jeff Bank PY 2022 · Defined Benefit (Pension)
Jeff Bank Pension Plan · $22M · 44 · 79th
- PHOTO $22M
- IND 44
- EOY 79th
- 5500 Defined Benefit (Pension)
- ASSETS near Indian Head Industries Inc. Employees Retirement Plan
- PCT ind #6098
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 →
Jeff Bank Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 140779859 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeff Bank)
Sponsor-wide plan assets over time
All Jeff Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 10.427719751418765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $22M |
| 2023 | 1 | 44 | $23M |
| 2024 | 1 | 39 | $24M |
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
Jeff Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Indian Head Industries Inc. Employees Retirement Plan in NC ($22M); by covered participants it is Employees Annuity Plan - Products (Se)Pipe Line Corporation in GA (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.