Barclays Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Barclays Services Corporation · New York · Finance & Insurance
What the 2023 filing shows
Barclays Pension Plan holds $536M for 410 participants — about $1.3M per participant, up 3.1% over the 2023 plan year.
- $536M
- total plan assets (2023 EOY)
- 410
- covered participants
- $1.3M
- avg assets per participant
- +3.1%
- assets growth YoY
What the Filing Says About Barclays Pension Plan
Barclays Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Barclays Services Corporation, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $536M in total end-of-year assets and covers 410 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133714398, and the plan has been effective since 1967-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $520M at the beginning of 2023 to $536M at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $536M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $520M |
| Total Assets (End of Year) | $536M |
| Net Assets (End of Year) | $536M |
| Net Income | $16M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 133714398 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barclays Services Corporation)
| 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.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Related Data
Guides
Frequently Asked Questions
How much money is in the Barclays Pension Plan? ▼
What type of plan is Barclays Pension Plan? ▼
Who sponsors the Barclays Pension Plan? ▼
How did Barclays Pension Plan perform in 2023? ▼
Where can I find official filings for Barclays Pension Plan? ▼
How does Barclays Pension Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.