401(k) · DOL Form 5500 · 2023

Board of Directors of Pentegra Defined Contribution Plan 401(k) Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
16,522
Participants Very large workforce
99th
Percentile by assets National rank
$133,014
Avg per participant Near avg balance/head
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Official DOL plan name: Pentegra Defined Contribution Plan for Financial Institutions · Sponsored by Board of Directors of Pentegra Defined Contribution Plan · New York · Finance & Insurance

$2.2B in assets, 16,522 participants

Board of Directors of Pentegra Defined Contribution Plan's Pentegra Defined Contribution Plan for Financial Institutions reported $2.2B in total assets and 16,522 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,756 in Finance & Insurance (8,869 peers)

Coverage in New York

Pentegra Defined Contribution Plan for Financial Institutions covers 16,522 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $2.2B.

#8,756
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY
22×
vs typical plan assets (national mean)

Pentegra Defined Contribution Plan for Financial Institutions's outsized position by total assets

Pentegra Defined Contribution Plan for Financial Institutions vs every filed plan by assets

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

$2,197,659,659 Top 1% higher than 99% 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 Contribution Plan for Financial Institutions's mega-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 Contribution Plan for Financial Institutions is a mega filing (16,522 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pentegra Defined Contribution Plan for Financial Institutions reported net income rose from -$468M in the plan year 2022 filing to $272M in the plan year 2023 filing.
  • Pentegra Defined Contribution Plan for Financial Institutions reported participants fell from 18,103 in the plan year 2022 filing to 16,522 in the plan year 2023 filing.
  • Pentegra Defined Contribution Plan for Financial Institutions end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 136321489 · Board of Directors of Pentegra Defined Contribution Plan PY 2023 · 401(k)

Pentegra Defined Contribution Plan for Financial Institutions · $2.2B · 16,522 · 99th

  • 5500 $2.2B
  • 5500 16,522
  • 5500 99th
  • 5500 401(k)
  • 5500 near The Investment-Incentive Plan for John Hancock Employees
  • 5500 ind #8756

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 Contribution Plan for Financial Institutions in the asset neighbourhood

Pentegra Defined Contribution Plan for Financial InstitutionsPentegra Defined Contributio…$2.2BThe Investment-Incentive Plan for John Hancock EmployeesThe Investment-Incentive Pla…$2.2BDte Energy Company Savings and Stock Ownership PlanDte Energy Company Savings a…$2.2BAmentum 401(k) Retirement PlanAmentum 401(k) Retirement Pl…$2.2BPrecision Castparts Corp. 401(k) Retirement Savings PlanPrecision Castparts Corp. 40…$2.2B
End-of-year total assets ($B) among Pentegra Defined Contribution Plan for Financial Institutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.2B
Net Income$272M
Employer EIN136321489
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2.3B 6.813039111002407% vs 2022
2024 filing year
$2.1B$2.15B$2.2B$2.25B$2.3B 202220232024 $2.12B $2.26B ▲ +6.6%
Year Plans Participants Total Assets
2022 1 18,103 $2.1B
2023 1 16,522 $2.2B
2024 1 35,000 $2.3B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pentegra Defined Contribution Plan for Financial Institutions vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Pentegra Defined Contribution Plan for Financial Institutions, Total assets ($B): 2.197659659 · Participants: 16522Pentegra Defined Contribution Plan for Financial InstitutionsIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pentegra Defined Contribution Plan for Financial Institutions vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pentegra Defined Contribution Plan for Financial Institutions side-by-side with 3 peers →

Scale composition for Pentegra Defined Contribution Plan for Financial Institutions

Pentegra Defined Contribution Plan for Financial Institutions reports $2.2B in end-of-year assets across 16,522 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $133,014 per participant (96% of the national average assets-per-participant) . Net income for plan year 2023 was $272M.

This plan identity (EIN 136321489, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.3B (+6.8%) while covered participants moved from 18,103 to 35,000 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,103 $2.1B Open filing
2023 16,522 $2.2B This page
2024 · index core 35,000 $2.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pentegra Defined Contribution Plan for Financial Institutions's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Investment-Incentive Plan for John Hancock Employees in MA ($2.2B); by covered participants it is Greystar 401(k) Plan in TX (16,519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16,522 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 Contribution Plan for Financial Institutions assets move in 2023? ▼
Pentegra Defined Contribution Plan for Financial Institutions edged up modestly - up 3.8% during 2023, from $2.1B to $2.2B. Reported net income was $272M.
How have Board of Directors of Pentegra Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Directors of Pentegra Defined Contribution Plan's sponsor-wide assets grew 6.8%, from $2.1B to $2.3B.
Where does Pentegra Defined Contribution Plan for Financial Institutions rank by assets among Form 5500 filers? ▼
Pentegra Defined Contribution Plan for Financial Institutions ranks in the 99th 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 401(k) plans are similar in size to Pentegra Defined Contribution Plan for Financial Institutions? ▼
Among 401(k) plans in other states, the closest by assets is The Investment-Incentive Plan for John Hancock Employees in MA ($2.2B, 5,164 participants).
Which 401(k) plans cover a similar participant headcount to Pentegra Defined Contribution Plan for Financial Institutions? ▼
Among 401(k) plans in other states, the closest by covered participants is Greystar 401(k) Plan in TX (16,519 participants, $598M 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 136321489.

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.