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
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
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.
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
Connecticut filing particulars
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | $469K |
| Employer EIN | 474432326 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING 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
| 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.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies (PA) $219M · 330
- The Retirement Plan for Employees of Bush Brothers & Company (TN) $219M · 641
- Mcasf Local 725 Pension Plan (FL) $220M · 920
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield Association (IL) $219M · 182
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- I.a.T.S.E. Staff Retirement Fund (NY) 121 · 0 off
- The California Endowment Cash Balance Plan (CA) 121 · 0 off
- Jackson Walker L.L.P. Partners Cash Balance Plan III (TX) 121 · 0 off
- Jackson Walker L.L.P. Partners Cash Balance Plan IV (TX) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.