Defined Benefit (Pension) · DOL Form 5500 · 2023

Lloyds Bank PLC Pension Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
57
Participants Small participant base
93rd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · Sponsored by Lloyds Bank PLC · New York · Finance & Insurance

$131M in assets, 57 participants

Lloyds Bank PLC's The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported $131M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,878 in Finance & Insurance (8,869 peers)

Where The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits by assets

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits in the top 10% of all filed plans by assets, $131M for 57 participants (~$2.3M/participant), up 2.9% in 2023.

#7,878
in Finance & Insurance (8,869 peers)
+2.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's outsized position by total assets

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs every filed plan by assets

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

$130,649,495 Top 7% higher than 93% 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

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC among smaller 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 the United States Offices of Lloyds Bank PLC is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported net income rose from -$53M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported participants fell from 65 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC end-of-year assets rose from $127M in the plan year 2022 filing to $131M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133321516 · Lloyds Bank PLC PY 2023 · Defined Benefit (Pension)

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · $131M · 57 · 93rd

  • PCT $131M
  • EIN 57
  • RANK 93rd
  • PHOTO Defined Benefit (Pension)
  • IND near Ufcw Regional Pension Fund
  • EOY ind #7878

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 →

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC in the asset neighbourhood

Dairy Industry - Union Pension Plan for Philadelphia and VicinityDairy Industry - Union Pensi…$131MCargill Meat Solutions Corporation Employees Retirement PlanCargill Meat Solutions Corpo…$131MComau LLC Employees' Retirement Income PlanComau LLC Employees' Retirem…$131MThe Retirement Plan for Employees of the United States Offices of Lloyds Bank PLCThe Retirement Plan for Empl…$131MUfcw Regional Pension Fund$131M
End-of-year total assets ($M) among The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$130M
Net Income$4M
Employer EIN133321516
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyds Bank PLC)

Sponsor-wide plan assets over time

All Lloyds Bank PLC plans reported in each filing year

Latest sponsor-wide plan assets
$123M 3.415424934510351% vs 2022
2024 filing year
$120M$125M$130M$135M 202220232024 $127M $123M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 65 $127M
2023 3 732 $131M
2024 1 50 $123M

Nearby Defined Benefit (Pension) Plans in New York

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

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC, Total assets ($B): 0.130649495 · Participants: 57The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLCIBM 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
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC side-by-side with 3 peers →

The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ufcw Regional Pension Fund in NJ ($131M); by covered participants it is Pioneer Employees Pension Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC assets move in 2023? ▼
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC edged up modestly - up 2.9% during 2023, from $127M to $131M. Reported net income was $4M.
How have Lloyds Bank PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyds Bank PLC's sponsor-wide assets declined 3.4%, from $127M to $123M.
Where does The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC rank by assets among Form 5500 filers? ▼
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Regional Pension Fund in NJ ($131M, 661 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pioneer Employees Pension Plan in CA (57 participants, N/A 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 133321516.

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.