Defined Benefit (Pension) · DOL Form 5500 · 2023

GE Capital US Holdings, Inc. Pension Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size
121
Participants Small participant base
95th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Erc Retirement Plan · Sponsored by GE Capital US Holdings, Inc. · Connecticut · Management of Enterprises

$220M in assets, 121 participants

GE Capital US Holdings, Inc.'s Erc Retirement Plan reported $220M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #952 in Management of Enterprises (1,137 peers)

Coverage in Connecticut

Erc Retirement Plan covers 121 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $220M.

#952
in Management of Enterprises (1,137 peers)
+0.2%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Erc Retirement Plan's outsized position by total assets

Erc Retirement Plan vs every filed plan by assets

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

$219,525,164 Top 5% higher than 95% 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

Erc Retirement Plan 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. Erc Retirement Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erc Retirement Plan reported net income rose from -$75M in the plan year 2022 filing to $469K in the plan year 2023 filing.
  • Erc Retirement Plan reported participants fell from 135 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • Erc Retirement Plan end-of-year assets rose from $219M in the plan year 2022 filing to $220M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474432326 · GE Capital US Holdings, Inc. PY 2023 · Defined Benefit (Pension)

Erc Retirement Plan · $220M · 121 · 95th

  • PCT $220M
  • EIN 121
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
  • EOY ind #952

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 Management of Enterprises retirement plans → · Plans in Connecticut →

Erc Retirement Plan in the asset neighbourhood

Mcasf Local 725 Pension Plan$220MErc Retirement Plan$220MRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesRevised Pension Plan for Emp…$219MThe Retirement Plan for Employees of Bush Brothers & CompanyThe Retirement Plan for Empl…$219MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield AssociationNon-Contributory Retirement …$219M
End-of-year total assets ($M) among Erc Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$219M
Net Income$469K
Employer EIN474432326
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GE Capital US Holdings, Inc.)

Sponsor-wide plan assets over time

All GE Capital US Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 73.05698398978612% vs 2022
2024 filing year
$0M$200M$400M$600M$800M$1,000M 202220232024 $783M $211M ▼ -73.1%
Year Plans Participants Total Assets
2022 2 222 $783M
2023 1 121 $220M
2024 1 109 $211M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Erc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Erc Retirement Plan, Total assets ($B): 0.219525164 · Participants: 121Erc Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Erc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Erc Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA ($219M); by covered participants it is I.a.T.S.E. Staff Retirement Fund in NY (121 participants). Same-state nearby plans are listed separately above.

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 Erc Retirement Plan assets move in 2023?
Erc Retirement Plan held essentially flat - up 0.2% during 2023, from $219M to $220M. Reported net income was $469K.
How have GE Capital US Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), GE Capital US Holdings, Inc.'s sponsor-wide assets declined 73.1%, from $783M to $211M.
Where does Erc Retirement Plan rank by assets among Form 5500 filers?
Erc Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Erc Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA ($219M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Erc Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Staff Retirement Fund in NY (121 participants, $65M in assets).