401(k) · DOL Form 5500 · 2023
Board of Directors of Pentegra Defined Contribution Plan 401(k) Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 16,522
- Participants
- 99th
- Percentile by assets
- $133,014
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $2.2B
- total plan assets (2023 EOY)
- 16,522
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $133,014
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pentegra Defined Contribution Plan for Financial Institutions reports 16,522 participants - 21x that state average ($2.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $272M |
| Employer EIN | 136321489 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of Pentegra Defined Contribution Plan)
| 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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 (401(k), $2.3B, 35,000 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pentegra Defined Contribution Plan for Financial Institutions by total assets, not by location.
- The Investment-Incentive Plan for John Hancock Employees (MA) $2.2B · 5,164
- Amentum 401(k) Retirement Plan (VA) $2.2B · 22,820
- Precision Castparts Corp. 401(k) Retirement Savings Plan (OR) $2.2B · 16,687
- Dte Energy Company Savings and Stock Ownership Plan (MI) $2.2B · 5,669
Frequently Asked Questions
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Filing takeaways
Ways to act on Pentegra Defined Contribution Plan for Financial Institutions's numbers.
- By total assets, Pentegra Defined Contribution Plan for Financial Institutions ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Directors of Pentegra Defined Contribution Plan's sponsor-wide assets have grown 6.8% since 2022 across 3 plan years on file. More Finance & Insurance plans