Defined Benefit (Pension) · DOL Form 5500 · 2023

Capital One Financial Corporation Pension Plan

Data updated 2026-08-11

$241M
Total assets
649
Participants
95th
Percentile by assets
$371,177
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$241M
total plan assets (2023 EOY)
649
covered participants
95th
percentile by assets (of 127,072 plans)
$371,177
avg assets per participant

Where Capital One Financial Corporation Cash Balance Pension Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Virginia
Industry
Management of Enterprises

Capital One Financial Corporation Cash Balance Pension Plan vs the 2023 asset distribution

By assets, Capital One Financial Corporation Cash Balance Pension Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$241M
Net Income$14M
Employer EIN541719854
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital One Financial Corporation)

$-5B$0B$5B$10B$15B 202220232024 $0.23B $12.3B ▲ +5247.8%
Total plan assets by year, all Capital One Financial Corporation plans on file
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.

Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Capital One Financia…, Total assets ($B): 0.240894022 · Participants: 649Capital One Financia…Northrop Grumman Pen…, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pen…Retirement Security …, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security …Ng Space&mission Sys…, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Sys…Sheet Metal Workers'…, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers'…Dominion Energy Pens…, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pens…
Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Capital One Financial Corporation Cash B… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Capital One Financial Corporation Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Capital One Financial Corporation Cash Balance Pension Plan assets move in 2023? ▼
Capital One Financial Corporation Cash Balance Pension Plan grew at a solid clip - up 6.3% during 2023, from $227M to $241M. Reported net income was $14M.
How have Capital One Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital One Financial Corporation's sponsor-wide assets grew 5325.3%, from $227M to $12.3B.
Where does Capital One Financial Corporation Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Capital One Financial Corporation Cash Balance Pension 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 Capital One Financial Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Hourly-Rated Employees of Asarco LLC in AZ ($241M, 342 participants).

Next read for Capital One Financial Corporation Cash B…

Scale reading

Ways to act on Capital One Financial Corporation Cash Balance Pension Plan's numbers.

  • By total assets, Capital One Financial Corporation Cash Balance Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
  • Capital One Financial Corporation's sponsor-wide assets have grown 5325.3% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 541719854.

Read our methodology - how this data is sourced, computed, and verified.

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