Defined Benefit (Pension) · DOL Form 5500 · 2023

Generali - U.S. Branch Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
11
Participants Small participant base
81st
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Generali - US Branch · Sponsored by Generali - U.S. Branch · New York · Finance & Insurance

$35M in assets, 11 participants

Generali - U.S. Branch's Pension Plan for Employees of Generali - US Branch reported $35M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,363 in Finance & Insurance (8,869 peers)

Where Pension Plan for Employees of Generali - US Branch sits by assets

Pension Plan for Employees of Generali - US Branch sits in the top quartile of all filed plans by assets, $35M for 11 participants (~$3.2M/participant), up 6.4% in 2023.

#6,363
in Finance & Insurance (8,869 peers)
+6.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Employees of Generali - US Branch's outsized position by total assets

Pension Plan for Employees of Generali - US Branch vs every filed plan by assets

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

$35,374,304 Top 19% higher than 81% 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

Pension Plan for Employees of Generali - US Branch among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Generali - US Branch is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Generali - US Branch reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pension Plan for Employees of Generali - US Branch reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Pension Plan for Employees of Generali - US Branch end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135617450 · Generali - U.S. Branch PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Generali - US Branch · $35M · 11 · 81st

  • VS-ST $35M
  • VS-ST 11
  • VS-ST 81st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near The Vollrath Company LLC Defined Pension Plan for UAW Employees
  • VS-ST ind #6363

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 Finance & Insurance retirement plans → · Plans in New York →

Pension Plan for Employees of Generali - US Branch in the asset neighbourhood

Aaa Cooper Transportation Pension Plan for Eligible EmployeesAaa Cooper Transportation Pe…$35MPension Plan for Employees of Generali - US BranchPension Plan for Employees o…$35MThe Vollrath Company LLC Defined Pension Plan for UAW EmployeesThe Vollrath Company LLC Def…$35MPension Plan for Represented Hourly-Paid Employees of National GypsumPension Plan for Represented…$35MNyrstar Clarksville Inc. Salaried Employees Retirement PlanNyrstar Clarksville Inc. Sal…$35M
End-of-year total assets ($M) among Pension Plan for Employees of Generali - US Branch and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN135617450
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generali - U.S. Branch)

Sponsor-wide plan assets over time

All Generali - U.S. Branch plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.341482189184548% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.3M $36.7M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 12 $33M
2023 1 11 $35M
2024 1 9 $37M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Generali - US Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Generali - US Branch, Total assets ($B): 0.035374304 · Participants: 11Pension Plan for Employees of Generali - US BranchIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan for Employees of Generali - US Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Generali - US Branch side-by-side with 3 peers →

Pension Plan for Employees of Generali - US Branch's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Vollrath Company LLC Defined Pension Plan for UAW Employees in WI ($35M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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.

Frequently Asked Questions

How did Pension Plan for Employees of Generali - US Branch assets move in 2023? ▼
Pension Plan for Employees of Generali - US Branch grew at a solid clip - up 6.4% during 2023, from $33M to $35M. Reported net income was $2M.
How have Generali - U.S. Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generali - U.S. Branch's sponsor-wide assets grew 10.3%, from $33M to $37M.
Where does Pension Plan for Employees of Generali - US Branch rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Generali - US Branch ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Generali - US Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Vollrath Company LLC Defined Pension Plan for UAW Employees in WI ($35M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Generali - US Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M in assets).

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 135617450.

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.