Defined Benefit (Pension) · DOL Form 5500 · 2023

Jeff Bank Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
44
Participants Small participant base
75th
Percentile by assets National rank
$534,011
Avg per participant High balance/head
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Official DOL plan name: Jeff Bank Pension Plan · Sponsored by Jeff Bank · New York · Finance & Insurance

$23M in assets, 44 participants

Jeff Bank's Jeff Bank Pension Plan reported $23M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,574 in Finance & Insurance (8,869 peers)

Where Jeff Bank Pension Plan sits by assets

Jeff Bank Pension Plan sits in the top quartile of all filed plans by assets, $23M for 44 participants (~$534,011/participant), up 6.4% in 2023.

#5,574
in Finance & Insurance (8,869 peers)
+6.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jeff Bank Pension Plan's outsized position by total assets

Jeff Bank Pension Plan vs every filed plan by assets

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

$23,496,498 Top 25% higher than 75% 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

Jeff Bank Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeff Bank Pension Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeff Bank Pension Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jeff Bank Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 140779859 · Jeff Bank PY 2023 · Defined Benefit (Pension)

Jeff Bank Pension Plan · $23M · 44 · 75th

  • EIN $23M
  • EIN 44
  • EIN 75th
  • EIN Defined Benefit (Pension)
  • EIN near Penreco Pension Plan
  • EIN ind #5574

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 →

Jeff Bank Pension Plan in the asset neighbourhood

Arizona Bricklayers Pension Trust FundArizona Bricklayers Pension …$24MRet. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)Ret. Plan for Emps. of Ameri…$24MMet-Pro Technologies LLC Consolidated Pension PlanMet-Pro Technologies LLC Con…$24MJeff Bank Pension Plan$23MPenreco Pension Plan$23M
End-of-year total assets ($M) among Jeff Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN140779859
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeff Bank)

Sponsor-wide plan assets over time

All Jeff Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.427719751418765% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22.1M $24.4M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 44 $22M
2023 1 44 $23M
2024 1 39 $24M

Nearby Defined Benefit (Pension) Plans in New York

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

Jeff Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Jeff Bank Pension Plan, Total assets ($B): 0.023496498 · Participants: 44Jeff Bank Pension PlanIBM 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
Jeff Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jeff Bank Pension Plan side-by-side with 3 peers →

Jeff Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Penreco Pension Plan in IN ($23M); by covered participants it is Superior Printing Ink Co., Inc. Employees' Retirement Plan in NJ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Jeff Bank Pension Plan assets move in 2023? ▼
Jeff Bank Pension Plan grew at a solid clip - up 6.4% during 2023, from $22M to $23M. Reported net income was $1M.
How have Jeff Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff Bank's sponsor-wide assets grew 10.4%, from $22M to $24M.
Where does Jeff Bank Pension Plan rank by assets among Form 5500 filers? ▼
Jeff Bank Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jeff Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Penreco Pension Plan in IN ($23M, 66 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jeff Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Superior Printing Ink Co., Inc. Employees' Retirement Plan in NJ (44 participants, $5M 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 140779859.

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.