Defined Benefit (Pension) · DOL Form 5500 · 2022
Jeff Bank Pension Plan
Data updated 2026-08-11
- $22M
- Total assets
- 44
- Participants
- 79th
- Percentile by assets
- $501,672
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 44
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $501,672
- avg assets per participant
Jeff Bank Pension Plan vs the 2022 asset distribution
By assets, Jeff Bank Pension Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Jeff Bank Pension Plan 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Jeff Bank Pension Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Jeff Bank Pension Plan
Scale reading
Ways to act on Jeff Bank Pension Plan's numbers.
- By total assets, Jeff Bank Pension Plan ranks in the top quartile 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
- Jeff Bank's sponsor-wide assets have grown 10.4% since 2022 across 3 plan years on file. More Finance & Insurance plans