Defined Benefit (Pension) · DOL Form 5500 · 2023

The Prudential Insurance Company of America Pension Plan

Data updated 2026-08-25

$12.2B
Total assets Mega-plan scale
16,230
Participants Very large workforce
100th
Percentile by assets National rank
$753,283
Avg per participant High balance/head
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Official DOL plan name: The Prudential Merged Retirement Plan · Sponsored by The Prudential Insurance Company of America · New Jersey · Finance & Insurance

$12.2B in assets, 16,230 participants

The Prudential Insurance Company of America's The Prudential Merged Retirement Plan reported $12.2B in total assets and 16,230 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,859 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

The Prudential Merged Retirement Plan covers 16,230 participants in New Jersey, 19x the typical New Jersey plan (state average ~844 per filing). Assets: $12.2B.

#8,859
in Finance & Insurance (8,869 peers)
-0.4%
assets change YoY
123×
vs typical plan assets (national mean)

The Prudential Merged Retirement Plan's outsized position by total assets

The Prudential Merged Retirement Plan vs every filed plan by assets

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

$12,225,782,081 Highest reported value at or above every one 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

The Prudential Merged Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Prudential Merged Retirement Plan is a mega filing (16,230 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Prudential Merged Retirement Plan reported net income rose from -$1.5B in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • The Prudential Merged Retirement Plan reported participants fell from 17,538 in the plan year 2022 filing to 16,230 in the plan year 2023 filing.
  • The Prudential Merged Retirement Plan end-of-year assets fell from $12.3B in the plan year 2022 filing to $12.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221211670 · The Prudential Insurance Company of America PY 2023 · Defined Benefit (Pension)

The Prudential Merged Retirement Plan · $12.2B · 16,230 · 100th

  • ASSETS $12.2B
  • PCT 16,230
  • EIN 100th
  • RANK Defined Benefit (Pension)
  • PHOTO near UPS/Ibt Full-Time Employee Pension Plan
  • IND ind #8859

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 Jersey →

The Prudential Merged Retirement Plan in the asset neighbourhood

Ford Motor Company General Retirement PlanFord Motor Company General R…$12.7BUPS/Ibt Full-Time Employee Pension PlanUPS/Ibt Full-Time Employee P…$12.3BThe Prudential Merged Retirement PlanThe Prudential Merged Retire…$12.2BExxonmobil Pension Plan$12.0BThe Lilly Retirement Plan$11.7B
End-of-year total assets ($B) among The Prudential Merged Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12.3B
Net Assets (End of Year)$8.8B
Net Income$35M
Employer EIN221211670
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Prudential Insurance Company of America)

Sponsor-wide plan assets over time

All The Prudential Insurance Company of America plans reported in each filing year

Latest sponsor-wide plan assets
$22.8B 3.1028210557139255% vs 2022
2024 filing year
$22B$22.5B$23B 202220232024 $22.1B $22.8B ▲ +3.1%
Year Plans Participants Total Assets
2022 2 35,299 $22.1B
2023 2 32,551 $22.7B
2024 2 33,918 $22.8B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

The Prudential Merged Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 510152025 Total assets ($B) Participants The Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for AssociatesMerck US Pension Plan, Total assets ($B): 10.22509333 · Participants: 25223Merck US Pension Plan
The Prudential Merged Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare The Prudential Merged Retirement Plan side-by-side with 3 peers →

Scale composition for The Prudential Merged Retirement Plan

The Prudential Merged Retirement Plan reports $12.2B in end-of-year assets across 16,230 participants (0.099% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $753,283 per participant (5.4x the national average assets-per-participant) . Net income for plan year 2023 was $35M.

This plan identity (EIN 221211670, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $12.3B to $12.0B (-2.1%) while covered participants moved from 17,538 to 16,233 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,538 $12.3B Open filing
2023 16,230 $12.2B This page
2024 · index core 16,233 $12.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is UPS/Ibt Full-Time Employee Pension Plan in GA ($12.3B); by covered participants it is John Deere Pension Plan for Salaried Employees in IL (16,346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,230 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 The Prudential Merged Retirement Plan assets move in 2023? ▼
The Prudential Merged Retirement Plan held essentially flat - down 0.4% during 2023, from $12.3B to $12.2B. Reported net income was $35M.
How have The Prudential Insurance Company of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Prudential Insurance Company of America's sponsor-wide assets grew 3.1%, from $22.1B to $22.8B.
Where does The Prudential Merged Retirement Plan rank by assets among Form 5500 filers? ▼
The Prudential Merged Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The Prudential Merged Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is UPS/Ibt Full-Time Employee Pension Plan in GA ($12.3B, 70,241 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Prudential Merged Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is John Deere Pension Plan for Salaried Employees in IL (16,346 participants, $8.0B 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 221211670.

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.