Defined Benefit (Pension) · DOL Form 5500 · 2023

Bessemer Trust Company Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
204
Participants Below avg headcount
92nd
Percentile by assets National rank
$579,557
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for the Employees of Bessemer Trust Company · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance

$118M in assets, 204 participants

Bessemer Trust Company's Retirement Plan for the Employees of Bessemer Trust Company reported $118M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,817 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Retirement Plan for the Employees of Bessemer Trust Company covers 204 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $118M.

#7,817
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Retirement Plan for the Employees of Bessemer Trust Company's outsized position by total assets

Retirement Plan for the Employees of Bessemer Trust Company vs every filed plan by assets

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

$118,229,664 Top 8% higher than 92% 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

Retirement Plan for the Employees of Bessemer Trust Company 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. Retirement Plan for the Employees of Bessemer Trust Company sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for the Employees of Bessemer Trust Company reported net income rose from -$30M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Retirement Plan for the Employees of Bessemer Trust Company end-of-year assets rose from $110M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Retirement Plan for the Employees of Bessemer Trust Company reported participants fell from 217 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 220770670 · Bessemer Trust Company PY 2023 · Defined Benefit (Pension)

Retirement Plan for the Employees of Bessemer Trust Company · $118M · 204 · 92nd

  • TYPE $118M
  • NET 204
  • BOOK 92nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees
  • SCH ind #7817

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 Jersey →

Retirement Plan for the Employees of Bessemer Trust Company in the asset neighbourhood

Convergys Corporation Pension PlanConvergys Corporation Pensio…$118MStolt-Nielsen US Pension Plan$118MThe Museum of Modern Art Pension PlanThe Museum of Modern Art Pen…$118MRetirement Plan for Children's Hospital & Research Center at Oakland Unrepresented EmployeesRetirement Plan for Children…$118MRetirement Plan for the Employees of Bessemer Trust CompanyRetirement Plan for the Empl…$118M
End-of-year total assets ($M) among Retirement Plan for the Employees of Bessemer Trust Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$118M
Net Income$9M
Employer EIN220770670
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bessemer Trust Company)

Sponsor-wide plan assets over time

All Bessemer Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$764M 20.349181871118535% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $635M $764M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 1,297 $635M
2023 2 1,346 $755M
2024 2 1,403 $764M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Retirement Plan for the Employees of Bessemer Trust Company vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan for the Employees of Bessemer Trust Company, Total assets ($B): 0.118229664 · Participants: 204Retirement Plan for the Employees of Bessemer Trust CompanyRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Retirement Plan for the Employees of Bessemer Trust Company vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan for the Employees of Bessemer Trust Company side-by-side with 3 peers →

Retirement Plan for the Employees of Bessemer Trust Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees in CA ($118M); by covered participants it is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Retirement Plan for the Employees of Bessemer Trust Company assets move in 2023? ▼
Retirement Plan for the Employees of Bessemer Trust Company grew at a solid clip - up 7.9% during 2023, from $110M to $118M. Reported net income was $9M.
How have Bessemer Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bessemer Trust Company's sponsor-wide assets grew 20.3%, from $635M to $764M.
Where does Retirement Plan for the Employees of Bessemer Trust Company rank by assets among Form 5500 filers? ▼
Retirement Plan for the Employees of Bessemer Trust Company ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for the Employees of Bessemer Trust Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Children's Hospital & Research Center at Oakland Unrepresented Employees in CA ($118M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Employees of Bessemer Trust Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in MI (204 participants, $49M 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 220770670.

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.