Defined Benefit (Pension) · DOL Form 5500 · 2023

Societe Generale Pension Plan

Data updated 2026-08-11

$245M
Total assets
465
Participants
95th
Percentile by assets
$527,615
Avg per participant
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Official DOL plan name: Sg Pension Plan · Sponsored by Societe Generale · New York · Finance & Insurance

$245M in assets, 465 participants

Societe Generale's Sg Pension Plan reported $245M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,217 in Finance & Insurance (8,869 peers)

Where Sg Pension Plan sits by assets

Sg Pension Plan sits in the top 5% of all filed plans by assets, $245M for 465 participants (~$527,615/participant), up 2.4% in 2023.

$245M
total plan assets (2023 EOY)
465
covered participants
95th
percentile by assets (of 127,072 plans)
$527,615
avg assets per participant

Where Sg Pension Plan sits by total assets

Sg Pension Plan vs every filed plan by assets

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

$245,341,044 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sg Pension Plan reported net income rose from -$117M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sg Pension Plan reported participants fell from 516 in the plan year 2022 filing to 465 in the plan year 2023 filing.
  • Sg Pension Plan end-of-year assets rose from $240M in the plan year 2022 filing to $245M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Sg Pension Plan vs the 2023 asset distribution

By assets, Sg Pension Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$245M
Net Income$5M
Employer EIN521128875
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Societe Generale)

$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
Total plan assets by year, all Societe Generale plans on file
Year Plans Participants Total Assets
2022 2 2,527 $1.1B
2023 2 2,448 $1.2B
2024 2 2,496 $1.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Sg Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Sg Pension Plan, Total assets ($B): 0.245341044 · Participants: 465Sg Pension PlanIBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Sg Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sg Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sg Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sg Pension Plan assets move in 2023? ▼
Sg Pension Plan edged up modestly - up 2.4% during 2023, from $240M to $245M. Reported net income was $5M.
How have Societe Generale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Societe Generale's sponsor-wide assets grew 22.8%, from $1.1B to $1.3B.
Where does Sg Pension Plan rank by assets among Form 5500 filers? ▼
Sg Pension Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Sg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Sasol (USA) Coporation in TX ($245M, 1,296 participants).

Next read for Sg Pension Plan

Scale reading

Ways to act on Sg Pension Plan's numbers.

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 521128875.

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.