Defined Benefit (Pension) · DOL Form 5500 · 2024

Travelers Companies, Inc. Pension Plan

Data updated 2026-08-25

$4.2B
Total assets Very large vs avg
27,237
Participants Very large workforce
100th
Percentile by assets National rank
$155,558
Avg per participant Above avg balance/head
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Official DOL plan name: The Travelers Pension Plan · Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance

$4.2B in assets, 27,237 participants

Travelers Companies, Inc.'s The Travelers Pension Plan reported $4.2B in total assets and 27,237 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.

  • #8,484 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

The Travelers Pension Plan covers 27,237 participants in Minnesota, 24x the typical Minnesota plan (state average ~1,126 per filing). Assets: $4.2B.

#8,484
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY
43×
vs typical plan assets (national mean)

The Travelers Pension Plan's outsized position by total assets

The Travelers Pension Plan vs every filed plan by assets

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

$4,236,943,430 Highest reported value at or above every one 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

The Travelers Pension 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 Travelers Pension Plan is a mega filing (27,237 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Travelers Pension Plan reported net income fell from $211M in the plan year 2023 filing to $85M in the plan year 2024 filing.
  • The Travelers Pension Plan reported participants rose from 24,884 in the plan year 2023 filing to 27,237 in the plan year 2024 filing.
  • The Travelers Pension Plan end-of-year assets rose from $4.2B in the plan year 2023 filing to $4.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410518860 · Travelers Companies, Inc. PY 2024 · Defined Benefit (Pension)

The Travelers Pension Plan · $4.2B · 27,237 · 100th

  • TYPE $4.2B
  • TYPE 27,237
  • TYPE 100th
  • TYPE Defined Benefit (Pension)
  • TYPE near Abbott - Abbvie Multiple Employer Pension Plan
  • TYPE ind #8484

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 Minnesota →

The Travelers Pension Plan in the asset neighbourhood

The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIOThe Retirement Benefit Plan …$4.3BUnited States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003)United States Steel Corporat…$4.3BThe Travelers Pension Plan$4.2BAbbott - Abbvie Multiple Employer Pension PlanAbbott - Abbvie Multiple Emp…$4.2BAllstate Retirement Plan$4.2B
End-of-year total assets ($B) among The Travelers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4.2B
Net Assets (End of Year)$4.2B
Net Income$85M
Employer EIN410518860
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travelers Companies, Inc.)

Sponsor-wide plan assets over time

All Travelers Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14.6B 22.38938907722358% vs 2022
2024 filing year
$11B$12B$13B$14B$15B 202220232024 $12B $14.6B ▲ +22.3%
Year Plans Participants Total Assets
2022 2 52,854 $11.9B
2023 2 54,534 $13.4B
2024 2 57,470 $14.6B

Nearby Defined Benefit (Pension) Plans in Minnesota

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

The Travelers Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 2468101214 Total assets ($B) Participants The Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.7072478 · Participants: 2007General Mills Pension Plan I
The Travelers Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare The Travelers Pension Plan side-by-side with 3 peers →

Scale composition for The Travelers Pension Plan

The Travelers Pension Plan reports $4.2B in end-of-year assets across 27,237 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $155,558 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $85M.

This plan identity (EIN 410518860, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $4.2B (+7.5%) while covered participants moved from 25,144 to 27,237 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,144 $3.9B Open filing
2023 24,884 $4.2B Open filing
2024 · index core 27,237 $4.2B This page

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

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

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Abbott - Abbvie Multiple Employer Pension Plan in IL ($4.2B); by covered participants it is Adjustable Plan of the National Retirement Fund in NY (27,139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27,237 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 The Travelers Pension Plan assets move in 2024? ▼
The Travelers Pension Plan edged up modestly - up 2.1% during 2024, from $4.2B to $4.2B. Reported net income was $85M.
How have Travelers Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travelers Companies, Inc.'s sponsor-wide assets grew 22.4%, from $11.9B to $14.6B.
Where does The Travelers Pension Plan rank by assets among Form 5500 filers? ▼
The Travelers Pension Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The Travelers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abbott - Abbvie Multiple Employer Pension Plan in IL ($4.2B, 168 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Travelers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Adjustable Plan of the National Retirement Fund in NY (27,139 participants, $162M 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 410518860.

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.