Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EMPOWER HOLDINGS, INC.

This Defined Benefit (Pension) plan holds $406M in total assets and serves 241 participants as of 2023. It is sponsored by EMPOWER HOLDINGS, INC. in Colorado. The plan reported positive net income of $12M for the year.

Total Assets (2023)
$406M
Participants
241
State
Industry
Finance & Insurance

What the Filing Says About EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.

EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. is a Defined Benefit (Pension) retirement plan sponsored by EMPOWER HOLDINGS, INC., headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $406M in total end-of-year assets and covers 241 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 841474245, and the plan has been effective since 1943-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $394M at the beginning of 2023 to $406M at year-end — a gain of 3.0%. Net assets (after liabilities) closed the year at $406M, with reported net income of $12M 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 1 prior plan-year filing 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)$394M
Total Assets (End of Year)$406M
Net Assets (End of Year)$406M
Net Income$12M
Plan TypeDefined Benefit (Pension)
Employer EIN841474245
Plan Effective Date1943-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (EMPOWER HOLDINGS, INC.)

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.

Frequently Asked Questions

How much money is in the EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.?
As of the 2023 Form 5500 filing, EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. holds $406M in total assets with 241 participants. It is sponsored by EMPOWER HOLDINGS, INC..
What type of plan is EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.?
EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. is a Defined Benefit (Pension) plan. It has been effective since 1943-12-31. The plan is filed with the U.S. Department of Labor under EIN 841474245.
Who sponsors the EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.?
EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. is sponsored by EMPOWER HOLDINGS, INC., located in Colorado. The sponsor's EIN is 841474245 and the plan operates in the Finance & Insurance industry.
How did EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. perform in 2023?
EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. grew by 3.0% during 2023, moving from $394M to $406M in total assets. Net income was $12M.
Where can I find official filings for EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC.?
Official Form 5500 filings for EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841474245 or plan name at efast.dol.gov.
How does EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. compare to other plans?
You can compare EMPLOYEES' AND AGENTS' PENSION BENEFITS PLAN EMPOWER HOLDINGS, INC. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 841474245.

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.

Data sourced from official public datasets. See our methodology for details.