Defined Benefit (Pension) · DOL Form 5500 · 2024

Travelers Companies, Inc. Pension Plan

Data updated 2026-07-24

$4.2B
Total assets: 27,237
Participants: 100th
Percentile by assets: $155,558
Avg per participant

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.

100th percentile by assets (of 116,472 plans)

Coverage in Minnesota

The Travelers Pension Plan covers 27,237 participants in Minnesota, 23x the typical Minnesota plan (state average ~1,161 per filing). Assets: $4.2B.

$4.2B
total plan assets (2024 EOY): 27,237
covered participants: 100th
percentile by assets (of 116,472 plans): $155,558
avg assets per participant

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 →

State

Minnesota

Industry

Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. The Travelers Pension Plan reports 27,237 participants - 23x that state average ($4.2B EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$4.2B
Net Assets (End of Year)	$4.2B
Net Income	$85M
Employer EIN	410518860
Plan Effective Date	1943-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Travelers Companies, Inc.)

Total plan assets by year, all Travelers Companies, Inc. plans on file

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

Mayo Pension Plan $11.8B · 71,743
3M Employee Retirement Income Plan $8.9B · 9,132
Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
U.S. Bank Pension Plan $4.4B · 62,822
General Mills Pension Plan I $3.7B · 2,007

Compare The Travelers Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Travelers Pension Plan by total assets, not by location.

Abbott - Abbvie Multiple Employer Pension Plan (IL) $4.2B · 168
United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) (PA) $4.3B · 2,959
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO (TX) $4.3B · 13,402
Allstate Retirement Plan (TX) $4.2B · 33,495

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 116,472 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).

Next read for The Travelers Pension Plan

Filing takeaways

Ways to act on The Travelers Pension Plan's numbers.

By total assets, The Travelers Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
Travelers Companies, Inc.'s sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.