Defined Benefit (Pension) · DOL Form 5500 · 2023
Pentagon Federal Credit Union Pension Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 220
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $399,407
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of Pentagon Federal Credit Union · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance
$88M in assets, 220 participants
Pentagon Federal Credit Union's The Retirement Plan for Employees of Pentagon Federal Credit Union reported $88M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,555 in Finance & Insurance (8,869 peers)
Coverage in Virginia
The Retirement Plan for Employees of Pentagon Federal Credit Union covers 220 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $88M.
- #7,555
- in Finance & Insurance (8,869 peers)
- -10.1%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Plan for Employees of Pentagon Federal Credit Union's outsized position by total assets
The Retirement Plan for Employees of Pentagon Federal Credit Union vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,869,525 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Retirement Plan for Employees of Pentagon Federal Credit Union among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of Pentagon Federal Credit Union sits mid-pack in the medium band (220 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Plan for Employees of Pentagon Federal Credit Union reported net income rose from -$45M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- The Retirement Plan for Employees of Pentagon Federal Credit Union reported participants fell from 269 in the plan year 2022 filing to 220 in the plan year 2023 filing.
- The Retirement Plan for Employees of Pentagon Federal Credit Union end-of-year assets fell from $98M in the plan year 2022 filing to $88M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530197038 · Pentagon Federal Credit Union PY 2023 · Defined Benefit (Pension)
The Retirement Plan for Employees of Pentagon Federal Credit Union · $88M · 220 · 90th
- NET $88M
- BOOK 220
- VS-ST 90th
- BOY Defined Benefit (Pension)
- SCH near The Children's Aid Society Retirement Plan
- EBSA ind #7555
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 →
The Retirement Plan for Employees of Pentagon Federal Credit Union in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$10M |
| Employer EIN | 530197038 |
| Plan Effective Date | 1963-02-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,772 | $391M |
| 2023 | 2 | 3,613 | $437M |
| 2024 | 2 | 3,233 | $473M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
The Retirement Plan for Employees of Pentagon Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is The Children's Aid Society Retirement Plan in NY ($88M); by covered participants it is Franklin Electric Co., Inc. Pension Plan in IN (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Franklin Electric Co., Inc. Pension Plan (IN) 220 · 0 off
- Bar & Restaurant and on-Sale Pension Plan (MN) 220 · 0 off
- Shopmen Local Union 502 Pension Plan (PA) 220 · 0 off
- IBEW Local No 461 Variable Pension Plan (MI) 220 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.