401(k) · DOL Form 5500 · 2023

Pentagon Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$350M
Total assets Above avg plan size
3,393
Participants Above avg headcount
97th
Percentile by assets National rank
$103,019
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,359
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Pentagon Federal Credit Union Thrift/Savings Plan's outsized position by total assets

Pentagon Federal Credit Union Thrift/Savings Plan vs every filed plan by assets

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

$349,541,999 Top 3% higher than 97% 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

Pentagon Federal Credit Union Thrift/Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentagon Federal Credit Union Thrift/Savings Plan lands in the large band (3,393 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530197038 · Pentagon Federal Credit Union PY 2023 · 401(k)

Pentagon Federal Credit Union Thrift/Savings Plan · $350M · 3,393 · 97th

  • VS-ST $350M
  • BOY 3,393
  • SCH 97th
  • EBSA 401(k)
  • PART near Bluetriton Brands, Inc. 401(k) Savings Plan
  • TYPE ind #8359

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 Virginia →

Pentagon Federal Credit Union Thrift/Savings Plan in the asset neighbourhood

Baker Botts L.L.P. 401(k) and Savings Plan - Plan aBaker Botts L.L.P. 401(k) an…$350MBluetriton Brands, Inc. 401(k) Savings PlanBluetriton Brands, Inc. 401(…$350MPentagon Federal Credit Union Thrift/Savings PlanPentagon Federal Credit Unio…$350MRelated Partners, Inc. Retirement Savings PlanRelated Partners, Inc. Retir…$349MThe Nebraska Furniture Mart, Inc. Profit Sharing PlanThe Nebraska Furniture Mart,…$349M
End-of-year total assets ($M) among Pentagon Federal Credit Union Thrift/Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$293M
Net Assets (End of Year)$350M
Net Income$57M
Employer EIN530197038
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentagon Federal Credit Union)

Sponsor-wide plan assets over time

All Pentagon Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$473M 21.209092763180625% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $391M $473M ▲ +21.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pentagon Federal Credit Union Thrift/Savings Plan, Total assets ($B): 0.349541999 · Participants: 3393Pentagon Federal Credit Union Thrift/Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pentagon Federal Credit Union Thrift/Savings Plan side-by-side with 3 peers →

Pentagon Federal Credit Union Thrift/Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Bluetriton Brands, Inc. 401(k) Savings Plan in CT ($350M); by covered participants it is New American Funding, LLC 401(k) Plan in CA (3,394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,393 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 Pentagon Federal Credit Union Thrift/Savings Plan assets move in 2023? ▼
Pentagon Federal Credit Union Thrift/Savings Plan grew sharply - up 19.3% during 2023, from $293M to $350M. Reported net income was $57M.
How have Pentagon Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentagon Federal Credit Union's sponsor-wide assets grew 21.2%, from $391M to $473M.
Where does Pentagon Federal Credit Union Thrift/Savings Plan rank by assets among Form 5500 filers? ▼
Pentagon Federal Credit Union Thrift/Savings Plan ranks in the 97th 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 401(k) plans are similar in size to Pentagon Federal Credit Union Thrift/Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluetriton Brands, Inc. 401(k) Savings Plan in CT ($350M, 6,683 participants).
Which 401(k) plans cover a similar participant headcount to Pentagon Federal Credit Union Thrift/Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New American Funding, LLC 401(k) Plan in CA (3,394 participants, $121M 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 530197038.

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.