Defined Benefit (Pension) · DOL Form 5500 · 2024

Financial Accounting Foundation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
36
Participants Small participant base
69th
Percentile by assets National rank
$523,513
Avg per participant High balance/head
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Official DOL plan name: Financial Accounting Foundation Employees' Pension Plan · Sponsored by Financial Accounting Foundation · Connecticut · Other Services

$19M in assets, 36 participants

Financial Accounting Foundation's Financial Accounting Foundation Employees' Pension Plan reported $19M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,396 in Other Services (7,719 peers)

Financial Accounting Foundation multi-year trail

Financial Accounting Foundation's plans moved +31.9% in assets from 2022 to 2024; this filing shows Financial Accounting Foundation Employees' Pension Plan at $19M / 36 participants.

#6,396
in Other Services (7,719 peers)
-1.1%
assets change YoY

The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Financial Accounting Foundation Employees' Pension Plan's outsized position by total assets

Financial Accounting Foundation Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,846,470 Top 31% higher than 69% of 123,620 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 2024

Financial Accounting Foundation Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Accounting Foundation Employees' Pension Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Financial Accounting Foundation Employees' Pension Plan reported net income fell from $13K in the plan year 2023 filing to -$215K in the plan year 2024 filing.
  • Financial Accounting Foundation Employees' Pension Plan reported participants fell from 39 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Financial Accounting Foundation Employees' Pension Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237211935 · Financial Accounting Foundation PY 2024 · Defined Benefit (Pension)

Financial Accounting Foundation Employees' Pension Plan · $19M · 36 · 69th

  • SCH $19M
  • EBSA 36
  • PART 69th
  • TYPE Defined Benefit (Pension)
  • NET near Austin Mutual Insurance Company Retirement Plan
  • BOOK ind #6396

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 Other Services retirement plans → · Plans in Connecticut →

Financial Accounting Foundation Employees' Pension Plan in the asset neighbourhood

The Rep. Co. Pens. Pl. for Ees Rep. by the Springfield NewsThe Rep. Co. Pens. Pl. for E…$19MFinancial Accounting Foundation Employees' Pension PlanFinancial Accounting Foundat…$19MAustin Mutual Insurance Company Retirement PlanAustin Mutual Insurance Comp…$19MIronworkers-Laborers Pension Plan of Cumberland MdIronworkers-Laborers Pension…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19M
End-of-year total assets ($M) among Financial Accounting Foundation Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Financial Accounting Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Financial Accounting Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$157M 31.871886513047905% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $119M $157M ▲ +31.9%
Year Plans Participants Total Assets
2022 2 182 $119M
2023 2 180 $138M
2024 2 185 $157M

Financial Accounting Foundation filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$215K
Employer EIN237211935
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Financial Accounting Foundation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Financial Accounting Foundation Employees' Pension Plan, Total assets ($B): 0.01884647 · Participants: 36Financial Accounting Foundation Employees' Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Financial Accounting Foundation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Financial Accounting Foundation Employees' Pension Plan side-by-side with 3 peers →

Financial Accounting Foundation Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Austin Mutual Insurance Company Retirement Plan in FL ($19M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Accounting Foundation Employees' Pension Plan assets move in 2024? ▼
Financial Accounting Foundation Employees' Pension Plan edged down modestly - down 1.1% during 2024, from $19M to $19M. Reported net income was -$215K.
How have Financial Accounting Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Accounting Foundation's sponsor-wide assets grew 31.9%, from $119M to $157M.
Which Defined Benefit (Pension) plans are similar in size to Financial Accounting Foundation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Austin Mutual Insurance Company Retirement Plan in FL ($19M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Financial Accounting Foundation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (36 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237211935.

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.