Defined Benefit (Pension) · DOL Form 5500 · 2024

FINRA Pension Plan

Data updated 2026-07-24

$535M
Total assets: 1,224
Participants: 97th
Percentile by assets: $437,055
Avg per participant

Official DOL plan name: Finra Employees Retirement Plan · Sponsored by FINRA · District of Columbia · Other Services

$535M in assets, 1,224 participants

FINRA's Finra Employees Retirement Plan reported $535M in total assets and 1,224 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Where Finra Employees Retirement Plan sits by assets

Finra Employees Retirement Plan sits in the top 5% of all filed plans by assets, $535M for 1,224 participants (~$437,055/participant), up 0.9% in 2024.

$535M
total plan assets (2024 EOY): 1,224
covered participants: 97th
percentile by assets (of 116,472 plans): $437,055
avg assets per participant

Finra Employees Retirement Plan reported net income fell from $45M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Finra Employees Retirement Plan reported participants fell from 1,271 in the plan year 2023 filing to 1,224 in the plan year 2024 filing.
Finra Employees Retirement Plan end-of-year assets rose from $530M in the plan year 2023 filing to $535M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

District of Columbia

Industry

Other Services

Finra Employees Retirement Plan vs the 2024 asset distribution

By assets, Finra Employees Retirement Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$530M
Net Assets (End of Year)	$519M
Net Income	$3M
Employer EIN	530088710
Plan Effective Date	1954-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (FINRA)

Total plan assets by year, all FINRA plans on file

Year	Plans	Participants	Total Assets
2022	2	5,015	$2.3B
2023	2	5,229	$2.7B
2024	2	5,425	$3.0B

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Finra Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants

Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
Iam National Pension Fund $15.0B · 102,493
Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
Danaher Corporation & Subsidiaries Pension Plan $1.9B · 2,599

Compare Finra Employees Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Finra Employees Retirement Plan by total assets, not by location.

American National Insurance Company Employees Retirement Plan (TX) $535M · 1,047
The Guardian Field Representative Employees' Retirement Plan (NY) $536M · 1,941
Mission Support and Test Services LLC (Msts) Employee Retirement Plan (NV) $534M · 2,366
General Dynamics Retirement Plan (Land Systems) (VA) $536M · 1,027

Frequently Asked Questions

How did Finra Employees Retirement Plan assets move in 2024? ▼

Finra Employees Retirement Plan held essentially flat - up 0.9% during 2024, from $530M to $535M. Reported net income was $3M.

How have FINRA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), FINRA's sponsor-wide assets grew 33.2%, from $2.3B to $3.0B.

Where does Finra Employees Retirement Plan rank by assets among Form 5500 filers? ▼

Finra Employees Retirement Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Finra Employees Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is American National Insurance Company Employees Retirement Plan in TX ($535M, 1,047 participants).

Next read for Finra Employees Retirement Plan

Scale reading

Ways to act on Finra Employees Retirement Plan's numbers.

By total assets, Finra Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
FINRA's sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Other Services 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 530088710.

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.