Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Directors of Pentegra Defined Benefit Plan Pension Plan
Data updated 2026-08-11
- $3.2B
- Total assets
- 5,393
- Participants
- 100th
- Percentile by assets
- $592,871
- Avg per participant
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.
- 100th percentile by assets (of 127,072 plans)
- #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.
- $3.2B
- total plan assets (2023 EOY)
- 5,393
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $592,871
- avg assets per participant
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.
Where Pentegra Defined Benefit Plan for Financial Inst sits 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 Top 1% higher than 100% 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
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pentegra Defined Benefit Plan for Financial Inst reports 5,393 participants - 6.8x that state average ($3.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.6B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | -$37M |
| Employer EIN | 135645888 |
| Plan Effective Date | 1943-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of Pentegra Defined Benefit Plan)
| 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
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
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 (Defined Benefit (Pension), $3.0B, 5,009 participants)
- Mstc Easy(K) Pep (401(k), $19M, 1,302 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pentegra Defined Benefit Plan for Financial Inst by total assets, not by location.
- Intermountain Healthcare Pension Plan (UT) $3.2B · 28,140
- Kpmg Pension Plan (NJ) $3.2B · 23,545
- Kraft Heinz Retirement Plan (PA) $3.2B · 4,105
- Consolidated Roche Retirement Plan (NJ) $3.2B · 2,130
Frequently Asked Questions
How did Pentegra Defined Benefit Plan for Financial Inst assets move in 2023? ▼
How have Board of Directors of Pentegra Defined Benefit Plan plan assets changed over time? ▼
Where does Pentegra Defined Benefit Plan for Financial Inst rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pentegra Defined Benefit Plan for Financial Inst? ▼
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Filing takeaways
Ways to act on Pentegra Defined Benefit Plan for Financial Inst's numbers.
- By total assets, Pentegra Defined Benefit Plan for Financial Inst ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Directors of Pentegra Defined Benefit Plan's sponsor-wide assets have declined 15.8% since 2022 across 3 plan years on file. More Finance & Insurance plans