401(k) · DOL Form 5500 · 2023
Pentagon Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $350M
- Total assets
- 3,393
- Participants
- 97th
- Percentile by assets
- $103,019
- Avg per participant
Official DOL plan name: Pentagon Federal Credit Union Thrift/Savings Plan · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance
$350M in assets, 3,393 participants
Pentagon Federal Credit Union's Pentagon Federal Credit Union Thrift/Savings Plan reported $350M in total assets and 3,393 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,359 in Finance & Insurance (8,869 peers)
Coverage in Virginia
Pentagon Federal Credit Union Thrift/Savings Plan covers 3,393 participants in Virginia, 4.3x the typical Virginia plan (state average ~782 per filing). Assets: $350M.
- $350M
- total plan assets (2023 EOY)
- 3,393
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $103,019
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pentagon Federal Credit Union Thrift/Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Pentagon Federal Credit Union Thrift/Savings Plan end-of-year assets rose from $293M in the plan year 2022 filing to $350M in the plan year 2023 filing.
- Pentagon Federal Credit Union Thrift/Savings Plan reported participants fell from 3,503 in the plan year 2022 filing to 3,393 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Pentagon Federal Credit Union Thrift/Savings Plan reports 3,393 participants - 4.3x that state average ($350M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $350M |
| Net Income | $57M |
| Employer EIN | 530197038 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pentagon Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,772 | $391M |
| 2023 | 2 | 3,613 | $437M |
| 2024 | 2 | 3,233 | $473M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pentagon Federal Credit Union Thrift/Savings Plan by total assets, not by location.
- Bluetriton Brands, Inc. 401(k) Savings Plan (CT) $350M · 6,683
- Related Partners, Inc. Retirement Savings Plan (NY) $349M · 4,198
- The Nebraska Furniture Mart, Inc. Profit Sharing Plan (NE) $349M · 4,955
- Baker Botts L.L.P. 401(k) and Savings Plan - Plan a (TX) $350M · 454
Frequently Asked Questions
How did Pentagon Federal Credit Union Thrift/Savings Plan assets move in 2023? ▼
How have Pentagon Federal Credit Union plan assets changed over time? ▼
Where does Pentagon Federal Credit Union Thrift/Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Pentagon Federal Credit Union Thrift/Savings Plan's numbers.
- By total assets, Pentagon Federal Credit Union Thrift/Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Pentagon Federal Credit Union's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Finance & Insurance plans