Defined Benefit (Pension) · DOL Form 5500 · 2023

Barclays Services Corporation Pension Plan

Data updated 2026-08-25

$536M
Total assets Above avg plan size
410
Participants Below avg headcount
98th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Barclays Pension Plan · Sponsored by Barclays Services Corporation · New York · Finance & Insurance

$536M in assets, 410 participants

Barclays Services Corporation's Barclays Pension Plan reported $536M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,489 in Finance & Insurance (8,869 peers)

Where Barclays Pension Plan sits by assets

Barclays Pension Plan sits in the top 5% of all filed plans by assets, $536M for 410 participants (~$1.3M/participant), up 3.1% in 2023.

#8,489
in Finance & Insurance (8,869 peers)
+3.1%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Barclays Pension Plan's outsized position by total assets

Barclays Pension Plan vs every filed plan by assets

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

$536,023,896 Top 2% higher than 98% 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

Barclays Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barclays Pension Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barclays Pension Plan reported net income rose from -$206M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Barclays Pension Plan reported participants fell from 443 in the plan year 2022 filing to 410 in the plan year 2023 filing.
  • Barclays Pension Plan end-of-year assets rose from $520M in the plan year 2022 filing to $536M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133714398 · Barclays Services Corporation PY 2023 · Defined Benefit (Pension)

Barclays Pension Plan · $536M · 410 · 98th

  • EBSA $536M
  • PART 410
  • TYPE 98th
  • NET Defined Benefit (Pension)
  • BOOK near The Pension Plan of Arrowood Indemnity Company
  • VS-ST ind #8489

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 →

Barclays Pension Plan in the asset neighbourhood

Ardagh North America Retirement Income PlanArdagh North America Retirem…$538MBarclays Pension Plan$536MThe Pension Plan of Arrowood Indemnity CompanyThe Pension Plan of Arrowood…$535MGmp & Employers Pension Plan$534MPortland General Electric Company Pension PlanPortland General Electric Co…$534M
End-of-year total assets ($M) among Barclays Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$520M
Net Assets (End of Year)$536M
Net Income$16M
Employer EIN133714398
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclays Services Corporation)

Sponsor-wide plan assets over time

All Barclays Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.1B 33.299995941382555% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B$4.5B 202220232024 $3.05B $4.06B ▲ +33.1%
Year Plans Participants Total Assets
2022 2 10,514 $3.0B
2023 2 11,890 $3.6B
2024 2 12,942 $4.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Barclays Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Barclays Pension Plan, Total assets ($B): 0.536023896 · Participants: 410Barclays Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Barclays Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Barclays Pension Plan side-by-side with 3 peers →

Barclays 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 The Pension Plan of Arrowood Indemnity Company in NC ($535M); by covered participants it is I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan in NJ (411 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($536M here).

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Barclays Pension Plan assets move in 2023? ▼
Barclays Pension Plan edged up modestly - up 3.1% during 2023, from $520M to $536M. Reported net income was $16M.
How have Barclays Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclays Services Corporation's sponsor-wide assets grew 33.3%, from $3.0B to $4.1B.
Where does Barclays Pension Plan rank by assets among Form 5500 filers? ▼
Barclays Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Barclays Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan of Arrowood Indemnity Company in NC ($535M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Barclays Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan in NJ (411 participants, $139M 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 133714398.

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.