Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Directors of Pentegra Defined Benefit Plan Pension Plan

Data updated 2026-08-25

$3.2B
Total assets Very large vs avg
5,393
Participants Above avg headcount
100th
Percentile by assets National rank
$592,871
Avg per participant High balance/head
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Official DOL plan name: Pentegra Defined Benefit Plan for Financial Inst · Sponsored by Board of Directors of Pentegra Defined Benefit Plan · New York · Finance & Insurance

$3.2B in assets, 5,393 participants

Board of Directors of Pentegra Defined Benefit Plan's Pentegra Defined Benefit Plan for Financial Inst reported $3.2B in total assets and 5,393 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,785 in Finance & Insurance (8,869 peers)

Coverage in New York

Pentegra Defined Benefit Plan for Financial Inst covers 5,393 participants in New York, 6.8x the typical New York plan (state average ~798 per filing). Assets: $3.2B.

#8,785
in Finance & Insurance (8,869 peers)
-12.0%
assets change YoY
32×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pentegra Defined Benefit Plan for Financial Inst's outsized position by total assets

Pentegra Defined Benefit Plan for Financial Inst vs every filed plan by assets

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

$3,197,352,132 Highest reported value at or above every one 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

Pentegra Defined Benefit Plan for Financial Inst'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. Pentegra Defined Benefit Plan for Financial Inst lands in the large band (5,393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pentegra Defined Benefit Plan for Financial Inst reported participants fell from 6,691 in the plan year 2022 filing to 5,393 in the plan year 2023 filing.
  • Pentegra Defined Benefit Plan for Financial Inst end-of-year assets fell from $3.6B in the plan year 2022 filing to $3.2B in the plan year 2023 filing.
  • Pentegra Defined Benefit Plan for Financial Inst reported net income fell from -$37M in the plan year 2022 filing to -$37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135645888 · Board of Directors of Pentegra Defined Benefit Plan PY 2023 · Defined Benefit (Pension)

Pentegra Defined Benefit Plan for Financial Inst · $3.2B · 5,393 · 100th

  • IND $3.2B
  • IND 5,393
  • IND 100th
  • IND Defined Benefit (Pension)
  • IND near Intermountain Healthcare Pension Plan
  • IND ind #8785

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 →

Pentegra Defined Benefit Plan for Financial Inst in the asset neighbourhood

Kpmg Pension Plan$3.2BIntermountain Healthcare Pension PlanIntermountain Healthcare Pen…$3.2BPentegra Defined Benefit Plan for Financial InstPentegra Defined Benefit Pla…$3.2BKraft Heinz Retirement Plan$3.2BConsolidated Roche Retirement PlanConsolidated Roche Retiremen…$3.2B
End-of-year total assets ($B) among Pentegra Defined Benefit Plan for Financial Inst and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3.6B
Net Assets (End of Year)$3.2B
Net Income-$37M
Employer EIN135645888
Plan Effective Date1943-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Directors of Pentegra Defined Benefit Plan)

Sponsor-wide plan assets over time

All Board of Directors of Pentegra Defined Benefit Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3.1B 15.79377317129958% vs 2022
2024 filing year
$3B$3.2B$3.4B$3.6B$3.8B 202220232024 $3.64B $3.07B ▼ -15.7%
Year Plans Participants Total Assets
2022 3 8,063 $3.6B
2023 2 6,587 $3.2B
2024 2 6,311 $3.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Pentegra Defined Benefit Plan for Financial Inst vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 051015202530 Total assets ($B) Participants Pentegra Defined Benefit Plan for Financial Inst, Total assets ($B): 3.197352132 · Participants: 5393Pentegra Defined Benefit Plan for Financial InstIBM 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
Pentegra Defined Benefit Plan for Financial Inst vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pentegra Defined Benefit Plan for Financial Inst side-by-side with 3 peers →

Scale composition for Pentegra Defined Benefit Plan for Financial Inst

Pentegra Defined Benefit Plan for Financial Inst reports $3.2B in end-of-year assets across 5,393 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $592,871 per participant (4.3x the national average assets-per-participant) . Net income for plan year 2023 was -$37M.

This plan identity (EIN 135645888, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.0B (-16.1%) while covered participants moved from 6,691 to 5,009 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,691 $3.6B Open filing
2023 5,393 $3.2B This page
2024 · index core 5,009 $3.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Pentegra Defined Benefit Plan for Financial Inst's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Intermountain Healthcare Pension Plan in UT ($3.2B); by covered participants it is Hii Newport News Shipbuilding, Inc. Retirement Plan in VA (5,389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,393 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 Pentegra Defined Benefit Plan for Financial Inst assets move in 2023? ▼
Pentegra Defined Benefit Plan for Financial Inst pulled back noticeably - down 12.0% during 2023, from $3.6B to $3.2B. Reported net income was -$37M.
How have Board of Directors of Pentegra Defined Benefit Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Directors of Pentegra Defined Benefit Plan's sponsor-wide assets declined 15.8%, from $3.6B to $3.1B.
Where does Pentegra Defined Benefit Plan for Financial Inst rank by assets among Form 5500 filers? ▼
Pentegra Defined Benefit Plan for Financial Inst ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pentegra Defined Benefit Plan for Financial Inst? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intermountain Healthcare Pension Plan in UT ($3.2B, 28,140 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pentegra Defined Benefit Plan for Financial Inst? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hii Newport News Shipbuilding, Inc. Retirement Plan in VA (5,389 participants, $3.4B 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 135645888.

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.