Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

First Data Corporation Retirement Plan

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

Sponsored by Fiserv Solutions, LLC · Wisconsin · Professional & Technical Services

What the 2023 filing shows

First Data Corporation Retirement Plan holds $130M for 410 participants — about $317,807 per participant, up 0.2% over the 2022 plan year.

$130M
total plan assets (2022 EOY)
410
covered participants
$317,807
avg assets per participant
+0.2%
assets growth YoY
Total Assets (2023)
$130M
Participants
410
State
Industry
Professional & Technical Services

What the Filing Says About First Data Corporation Retirement Plan

First Data Corporation Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Fiserv Solutions, LLC, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $130M in total end-of-year assets and covers 410 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 391833695, and the plan has been effective since 1990-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $130M at the beginning of 2022 to $130M at year-end — a gain of 0.2%. Net assets (after liabilities) closed the year at $130M, with reported net income of $301K 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)$130M
Total Assets (End of Year)$130M
Net Assets (End of Year)$130M
Net Income$301K
Plan TypeDefined Benefit (Pension)
Employer EIN391833695
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiserv Solutions, LLC)

Year Plans Participants Total Assets
2022 2 27,020 $4.5B
2023 2 25,660 $4.8B
2024 1 26,372 $5.1B

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the First Data Corporation Retirement Plan?
As of the 2022 Form 5500 filing, First Data Corporation Retirement Plan holds $130M in total assets with 410 participants. It is sponsored by Fiserv Solutions, LLC.
What type of plan is First Data Corporation Retirement Plan?
First Data Corporation Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1990-07-01. The plan is filed with the U.S. Department of Labor under EIN 391833695.
Who sponsors the First Data Corporation Retirement Plan?
First Data Corporation Retirement Plan is sponsored by Fiserv Solutions, LLC, located in Wisconsin. The sponsor's EIN is 391833695 and the plan operates in the Professional & Technical Services industry.
How did First Data Corporation Retirement Plan perform in 2022?
First Data Corporation Retirement Plan grew by 0.2% during 2022, moving from $130M to $130M in total assets. Net income was $301K.
Where can I find official filings for First Data Corporation Retirement Plan?
Official Form 5500 filings for First Data Corporation Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391833695 or plan name at efast.dol.gov.
How does First Data Corporation Retirement Plan compare to other plans?
You can compare First Data Corporation Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 391833695.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.