Defined Benefit (Pension) · DOL Form 5500 · 2023
Capital One Financial Corporation Pension Plan
Data updated 2026-08-25
- $241M
- Total assets Near avg plan size
- 649
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $371,177
- Avg per participant High balance/head
Official DOL plan name: Capital One Financial Corporation Cash Balance Pension Plan · Sponsored by Capital One Financial Corporation · Virginia · Management of Enterprises
$241M in assets, 649 participants
Capital One Financial Corporation's Capital One Financial Corporation Cash Balance Pension Plan reported $241M in total assets and 649 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.
- #963 in Management of Enterprises (1,137 peers)
Where Capital One Financial Corporation Cash Balance Pension Plan sits by assets
Capital One Financial Corporation Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $241M for 649 participants (~$371,177/participant), up 6.3% in 2023.
- #963
- in Management of Enterprises (1,137 peers)
- +6.3%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Capital One Financial Corporation Cash Balance Pension Plan's outsized position by total assets
Capital One Financial Corporation Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$240,894,022 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
Capital One Financial Corporation Cash Balance Pension 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. Capital One Financial Corporation Cash Balance Pension Plan sits mid-pack in the medium band (649 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital One Financial Corporation Cash Balance Pension Plan reported net income rose from -$52M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Capital One Financial Corporation Cash Balance Pension Plan reported participants fell from 712 in the plan year 2022 filing to 649 in the plan year 2023 filing.
- Capital One Financial Corporation Cash Balance Pension Plan end-of-year assets rose from $227M in the plan year 2022 filing to $241M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 541719854 · Capital One Financial Corporation PY 2023 · Defined Benefit (Pension)
Capital One Financial Corporation Cash Balance Pension Plan · $241M · 649 · 95th
- VS-ST $241M
- BOY 649
- SCH 95th
- EBSA Defined Benefit (Pension)
- PART near Retirement Income Plan for Hourly-Rated Employees of Asarco LLC
- TYPE ind #963
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 Virginia →
Capital One Financial Corporation Cash Balance Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | $14M |
| Employer EIN | 541719854 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital One Financial Corporation)
Sponsor-wide plan assets over time
All Capital One Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.3B 5325.250966798449% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 712 | $227M |
| 2023 | 1 | 649 | $241M |
| 2024 | 2 | 45,483 | $12.3B |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Capital One Financial Corporation Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Hourly-Rated Employees of Asarco LLC in AZ ($241M); by covered participants it is Pension Plan of the Employers-Shopmen's Local 516 Pension Trust in OR (650 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241M here).
- Retirement Income Plan for Hourly-Rated Employees of Asarco LLC (AZ) $241M · 342
- Dtts Pension Plan (NY) $241M · 1,872
- Westchester Teamsters Local 456 Pension Fund (NY) $241M · 983
- Steamfitters Local Union No. 464 Pension Plan (NE) $240M · 1,136
Similar participant headcount
Nearest other-state filings by covered participants (649 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.