Defined Benefit (Pension) · DOL Form 5500 · 2024
The Prudential Insurance Company of America Pension Plan
Data updated 2026-08-25
- $12.0B
- Total assets Mega-plan scale
- 16,233
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $740,777
- Avg per participant High balance/head
Official DOL plan name: The Prudential Merged Retirement Plan · Sponsored by The Prudential Insurance Company of America · New Jersey · Finance & Insurance
$12.0B in assets, 16,233 participants
The Prudential Insurance Company of America's The Prudential Merged Retirement Plan reported $12.0B in total assets and 16,233 participants in its 2024 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.
- #8,536 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
The Prudential Merged Retirement Plan covers 16,233 participants in New Jersey, 19x the typical New Jersey plan (state average ~844 per filing). Assets: $12.0B.
- #8,536
- in Finance & Insurance (8,549 peers)
- -1.6%
- assets change YoY
- 121×
- vs typical plan assets (national mean)
The Prudential Merged Retirement Plan's outsized position by total assets
The Prudential Merged Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,025,028,912 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Prudential Merged Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Prudential Merged Retirement Plan is a mega filing (16,233 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Prudential Merged Retirement Plan reported net income rose from $35M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- The Prudential Merged Retirement Plan end-of-year assets fell from $12.2B in the plan year 2023 filing to $12.0B in the plan year 2024 filing.
DOL schedule card
Filing strip 221211670 · The Prudential Insurance Company of America PY 2024 · Defined Benefit (Pension)
The Prudential Merged Retirement Plan · $12.0B · 16,233 · 100th
- SCH $12.0B
- EBSA 16,233
- PART 100th
- TYPE Defined Benefit (Pension)
- NET near Exxonmobil Pension Plan
- BOOK ind #8536
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 Jersey →
The Prudential Merged Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $12.2B |
|---|---|
| Net Assets (End of Year) | $8.9B |
| Net Income | $42M |
| Employer EIN | 221211670 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Prudential Insurance Company of America)
Sponsor-wide plan assets over time
All The Prudential Insurance Company of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $22.8B 3.1028210557139255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 35,299 | $22.1B |
| 2023 | 2 | 32,551 | $22.7B |
| 2024 | 2 | 33,918 | $22.8B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- Merck US Pension Plan $10.1B · 26,843
- Metlife Retirement Plan $7.9B · 13,263
Scale composition for The Prudential Merged Retirement Plan
The Prudential Merged Retirement Plan reports $12.0B in end-of-year assets across 16,233 participants (0.098% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $740,777 per participant (5.4x the national average assets-per-participant) . Net income for plan year 2024 was $42M.
This plan identity (EIN 221211670, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $12.3B to $12.0B (-2.1%) while covered participants moved from 17,538 to 16,233 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,538 | $12.3B | Open filing |
| 2023 | 16,230 | $12.2B | Open filing |
| 2024 · index core | 16,233 | $12.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Prudential Employee Savings Plan (401(k), $10.7B, 17,685 participants)
The Prudential Merged Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Exxonmobil Pension Plan in TX ($12.1B); by covered participants it is Twin City Hospitals - Minnesota Nurses Association Pension Plan in MN (16,348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12.0B here).
- Exxonmobil Pension Plan (TX) $12.1B · 22,000
- Ford Motor Company General Retirement Plan (MI) $12.1B · 8,585
- National Elevator Industry Pension Plan (PA) $12.2B · 28,308
- UPS/Ibt Full-Time Employee Pension Plan (GA) $12.2B · 69,627
Similar participant headcount
Nearest other-state filings by covered participants (16,233 participants); asset peers above are excluded.
- Twin City Hospitals - Minnesota Nurses Association Pension Plan (MN) 16,348 · 115 off
- American Electric Power System Retirement Plan (OH) 16,073 · 160 off
- Children's Hospital Medical Center Retirement Plan (OH) 16,047 · 186 off
- Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct (NY) 15,968 · 265 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.