Defined Benefit (Pension) · DOL Form 5500 · 2023

Travelers Companies, Inc. Pension Plan

Data updated 2026-08-25

$4.2B
Total assets Very large vs avg
24,884
Participants Very large workforce
100th
Percentile by assets National rank
$166,813
Avg per participant Above avg balance/head
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Official DOL plan name: The Travelers Pension Plan · Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance

$4.2B in assets, 24,884 participants

Travelers Companies, Inc.'s The Travelers Pension Plan reported $4.2B in total assets and 24,884 participants in its 2023 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.

  • #8,810 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

The Travelers Pension Plan covers 24,884 participants in Minnesota, 22x the typical Minnesota plan (state average ~1,126 per filing). Assets: $4.2B.

#8,810
in Finance & Insurance (8,869 peers)
+5.3%
assets growth YoY
42×
vs typical plan assets (national mean)

The Travelers Pension Plan's outsized position by total assets

The Travelers Pension Plan vs every filed plan by assets

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

$4,150,985,971 Highest reported value at or above every one 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

The Travelers Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Travelers Pension Plan is a mega filing (24,884 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Travelers Pension Plan reported net income rose from -$964M in the plan year 2022 filing to $211M in the plan year 2023 filing.
  • The Travelers Pension Plan end-of-year assets rose from $3.9B in the plan year 2022 filing to $4.2B in the plan year 2023 filing.
  • The Travelers Pension Plan reported participants fell from 25,144 in the plan year 2022 filing to 24,884 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410518860 · Travelers Companies, Inc. PY 2023 · Defined Benefit (Pension)

The Travelers Pension Plan · $4.2B · 24,884 · 100th

  • SCH $4.2B
  • SCH 24,884
  • SCH 100th
  • SCH Defined Benefit (Pension)
  • SCH near International Brotherhood of Teamsters Union Local 710 Pension Fund
  • SCH ind #8810

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 Minnesota →

The Travelers Pension Plan in the asset neighbourhood

Berkshire Hathaway Consolidated Pension PlanBerkshire Hathaway Consolida…$4.2BInternational Brotherhood of Teamsters Union Local 710 Pension FundInternational Brotherhood of…$4.2BThe Travelers Pension Plan$4.2BThe Coca-Cola Company Pension PlanThe Coca-Cola Company Pensio…$4.1BCigna Pension Plan$4.1B
End-of-year total assets ($B) among The Travelers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3.9B
Net Assets (End of Year)$4.1B
Net Income$211M
Employer EIN410518860
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travelers Companies, Inc.)

Sponsor-wide plan assets over time

All Travelers Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14.6B 22.38938907722358% vs 2022
2024 filing year
$11B$12B$13B$14B$15B 202220232024 $12B $14.6B ▲ +22.3%
Year Plans Participants Total Assets
2022 2 52,854 $11.9B
2023 2 54,534 $13.4B
2024 2 57,470 $14.6B

Nearby Defined Benefit (Pension) Plans in Minnesota

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

The Travelers Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants The Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.549954347 · Participants: 45724Target Corporation Pension Plan
The Travelers Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare The Travelers Pension Plan side-by-side with 3 peers →

Scale composition for The Travelers Pension Plan

The Travelers Pension Plan reports $4.2B in end-of-year assets across 24,884 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $166,813 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $211M.

This plan identity (EIN 410518860, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $4.2B (+7.5%) while covered participants moved from 25,144 to 27,237 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,144 $3.9B Open filing
2023 24,884 $4.2B This page
2024 · index core 27,237 $4.2B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Travelers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is International Brotherhood of Teamsters Union Local 710 Pension Fund in IL ($4.2B); by covered participants it is Merck US Pension Plan in NJ (25,223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (24,884 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 The Travelers Pension Plan assets move in 2023? ▼
The Travelers Pension Plan grew at a solid clip - up 5.3% during 2023, from $3.9B to $4.2B. Reported net income was $211M.
How have Travelers Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travelers Companies, Inc.'s sponsor-wide assets grew 22.4%, from $11.9B to $14.6B.
Where does The Travelers Pension Plan rank by assets among Form 5500 filers? ▼
The Travelers Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The Travelers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Brotherhood of Teamsters Union Local 710 Pension Fund in IL ($4.2B, 8,622 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Travelers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merck US Pension Plan in NJ (25,223 participants, $10.2B 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 410518860.

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.