Defined Benefit (Pension) · DOL Form 5500 · 2023
Empower Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $406M
- Total assets Above avg plan size
- 241
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. · Sponsored by Empower Holdings, Inc. · Colorado · Finance & Insurance
$406M in assets, 241 participants
Empower Holdings, Inc.'s Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. reported $406M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,409 in Finance & Insurance (8,869 peers)
Where Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. sits by assets
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. sits in the top 5% of all filed plans by assets, $406M for 241 participants (~$1.7M/participant), up 3.0% in 2023.
- #8,409
- in Finance & Insurance (8,869 peers)
- +3.0%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.'s outsized position by total assets
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$405,979,348 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. 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. Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. reported net income rose from -$99M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. reported participants fell from 265 in the plan year 2022 filing to 241 in the plan year 2023 filing.
- Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. end-of-year assets rose from $394M in the plan year 2022 filing to $406M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 841474245 · Empower Holdings, Inc. PY 2023 · Defined Benefit (Pension)
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. · $406M · 241 · 97th
- EBSA $406M
- EBSA 241
- EBSA 97th
- EBSA Defined Benefit (Pension)
- EBSA near Sparrow Health System Associate Pension Plan
- EBSA ind #8409
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 Colorado →
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $394M |
|---|---|
| Net Assets (End of Year) | $406M |
| Net Income | $12M |
| Employer EIN | 841474245 |
| Plan Effective Date | 1943-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empower Holdings, Inc.)
Sponsor-wide plan assets over time
All Empower Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $406M 2.987115149155506% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 265 | $394M |
| 2023 | 1 | 241 | $406M |
Nearby Defined Benefit (Pension) Plans in Colorado
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan $1.3B · 39,434
- Ball Pension Plan $951M · 1,506
- Pcs U.S. Employees' Pension Plan $854M · 1,340
- Medianews Group Pension Plan $434M · 213
- National Renewable Energy Laboratory Shared Security Pension Plan $406M · 2,822
Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Colorado, the nearest Defined Benefit (Pension) by assets is Sparrow Health System Associate Pension Plan in MI ($406M); by covered participants it is Houston Refining LP Retirement Plan for Represented Employees in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($406M here).
- Sparrow Health System Associate Pension Plan (MI) $406M · 1,080
- Albemarle Corporation Pension Plan (NC) $405M · 185
- Building Laborers Local 310 Pension Fund (OH) $405M · 1,091
- Pnm Resources, Inc. Employees' Retirement Plan (NM) $407M · 146
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Houston Refining LP Retirement Plan for Represented Employees (TX) 242 · 1 off
- Mclaren St. Luke's Retirement Plan (MI) 240 · 1 off
- Tenth Amended & Restated Owens-Illinois Salary Retirement Plan (OH) 240 · 1 off
- Sunkist Retirement Plan - a (CA) 240 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.