Defined Benefit (Pension) · DOL Form 5500 · 2023

Societe Generale Pension Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
465
Participants Below avg headcount
95th
Percentile by assets National rank
$527,615
Avg per participant High balance/head
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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.

  • #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.

#8,217
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Sg Pension Plan's outsized position 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 $2,050,000,000 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

Sg Pension Plan 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. Sg Pension Plan sits mid-pack in the medium band (465 participants).

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 →

DOL schedule card

Filing strip 521128875 · Societe Generale PY 2023 · Defined Benefit (Pension)

Sg Pension Plan · $245M · 465 · 95th

  • NET $245M
  • BOOK 465
  • VS-ST 95th
  • BOY Defined Benefit (Pension)
  • SCH near Retirement Plan of Sasol (USA) Coporation
  • EBSA ind #8217

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 York →

Sg Pension Plan in the asset neighbourhood

Pension Plan for All Eligible Employees of Elliott CompanyPension Plan for All Eligibl…$245MRetirement Plan of Sasol (USA) CoporationRetirement Plan of Sasol (US…$245MSg Pension Plan$245MUtah Pipe Trades Pension Trust FundUtah Pipe Trades Pension Tru…$245MOrrick, Herrington & Sutcliffe, LLP Partners' Pension PlanOrrick, Herrington & Sutclif…$244M
End-of-year total assets ($M) among Sg Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Societe Generale plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 22.760359330107768% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
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 Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 →

Sg Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Sasol (USA) Coporation in TX ($245M); by covered participants it is Watlow Group Pension Plan in MO (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Watlow Group Pension Plan in MO (465 participants, $137M 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 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.