Defined Benefit (Pension) · DOL Form 5500 · 2024
Bessemer Trust Company Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 197
- Participants Below avg headcount
Official DOL plan name: Retirement Plan for the Employees of Bessemer Trust Company · Sponsored by Bessemer Trust Company · New Jersey · Finance & Insurance
N/A in assets, 197 participants
Bessemer Trust Company's Retirement Plan for the Employees of Bessemer Trust Company reported N/A in total assets and 197 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New Jersey
Retirement Plan for the Employees of Bessemer Trust Company covers 197 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: N/A.
- $4M
- reported net income
Retirement Plan for the Employees of Bessemer Trust Company among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Employees of Bessemer Trust Company sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for the Employees of Bessemer Trust Company reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Retirement Plan for the Employees of Bessemer Trust Company reported participants fell from 204 in the plan year 2023 filing to 197 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 220770670 · Bessemer Trust Company PY 2024 · Defined Benefit (Pension)
Retirement Plan for the Employees of Bessemer Trust Company · N/A · 197
- VS-ST N/A
- VS-ST 197
- VS-ST PY 2024
- VS-ST Defined Benefit (Pension)
- VS-ST near Cascade Eye & Skin Centers, P.C. Cash Balance Plan
- VS-ST $4M
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 →
New Jersey filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $4M |
| Employer EIN | 220770670 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bessemer Trust Company)
Sponsor-wide plan assets over time
All Bessemer Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $764M 20.349181871118535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,297 | $635M |
| 2023 | 2 | 1,346 | $755M |
| 2024 | 2 | 1,403 | $764M |
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
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Retirement Plan for the Employees of Bessemer Trust Company's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by covered participants is Cascade Eye & Skin Centers, P.C. Cash Balance Plan in WA (197 participants; this filing: 197 participants).
Similar participant headcount
Nearest other-state filings by covered participants (197 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.