Defined Benefit (Pension) · DOL Form 5500 · 2023

Financial Accounting Foundation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
39
Participants Small participant base
72nd
Percentile by assets National rank
$488,754
Avg per participant High balance/head
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Official DOL plan name: Financial Accounting Foundation Employees' Pension Plan · Sponsored by Financial Accounting Foundation · Connecticut · Other Services

$19M in assets, 39 participants

Financial Accounting Foundation's Financial Accounting Foundation Employees' Pension Plan reported $19M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,636 in Other Services (7,857 peers)

Financial Accounting Foundation multi-year trail

Financial Accounting Foundation's plans moved +31.9% in assets from 2022 to 2024; this filing shows Financial Accounting Foundation Employees' Pension Plan at $19M / 39 participants.

#6,636
in Other Services (7,857 peers)
+0.1%
assets growth YoY

Financial Accounting Foundation Employees' Pension Plan's outsized position by total assets

Financial Accounting Foundation Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,061,411 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Financial Accounting Foundation Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Accounting Foundation Employees' Pension Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Accounting Foundation Employees' Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Financial Accounting Foundation Employees' Pension Plan reported participants fell from 42 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237211935 · Financial Accounting Foundation PY 2023 · Defined Benefit (Pension)

Financial Accounting Foundation Employees' Pension Plan · $19M · 39 · 72nd

  • EOY $19M
  • 5500 39
  • ASSETS 72nd
  • PCT Defined Benefit (Pension)
  • EIN near Defiance Precision Products, Inc. Pension Plan for Local 638 UAW Employees
  • RANK ind #6636

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 Other Services retirement plans → · Plans in Connecticut →

Financial Accounting Foundation Employees' Pension Plan in the asset neighbourhood

Saginaw Medical Center Pension PlanSaginaw Medical Center Pensi…$19MFinancial Accounting Foundation Employees' Pension PlanFinancial Accounting Foundat…$19MDefiance Precision Products, Inc. Pension Plan for Local 638 UAW EmployeesDefiance Precision Products,…$19MThe Retirement Plan of Rhinebeck Savings BankThe Retirement Plan of Rhine…$19MKelley-Clarke, LLC Employees Defined Benefit Pension Plan and TrustKelley-Clarke, LLC Employees…$19M
End-of-year total assets ($M) among Financial Accounting Foundation Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Financial Accounting Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Financial Accounting Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.871886513047905% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $157M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 182 $119M
2023 2 180 $138M
2024 2 185 $157M

Financial Accounting Foundation filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$13K
Employer EIN237211935
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Financial Accounting Foundation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Financial Accounting Foundation Employees' Pension Plan, Total assets ($B): 0.019061411 · Participants: 39Financial Accounting Foundation Employees' Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Financial Accounting Foundation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Financial Accounting Foundation Employees' Pension Plan side-by-side with 3 peers →

Financial Accounting Foundation Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Defiance Precision Products, Inc. Pension Plan for Local 638 UAW Employees in MI ($19M); by covered participants it is The Duke Endowment Employees' Retirement Plan in NC (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Accounting Foundation Employees' Pension Plan assets move in 2023? ▼
Financial Accounting Foundation Employees' Pension Plan held essentially flat - up 0.1% during 2023, from $19M to $19M. Reported net income was $13K.
How have Financial Accounting Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Accounting Foundation's sponsor-wide assets grew 31.9%, from $119M to $157M.
Which Defined Benefit (Pension) plans are similar in size to Financial Accounting Foundation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defiance Precision Products, Inc. Pension Plan for Local 638 UAW Employees in MI ($19M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Financial Accounting Foundation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Duke Endowment Employees' Retirement Plan in NC (39 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237211935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.