Defined Benefit (Pension) · DOL Form 5500 · 2024

FINRA Pension Plan

Data updated 2026-08-25

$535M
Total assets Above avg plan size
1,224
Participants Near avg headcount
97th
Percentile by assets National rank
$437,055
Avg per participant High balance/head
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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.

  • #7,672 in Other Services (7,719 peers)

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.

#7,672
in Other Services (7,719 peers)
+0.9%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Finra Employees Retirement Plan's outsized position by total assets

Finra Employees Retirement Plan vs every filed plan by assets

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

$534,955,399 Top 3% higher than 97% 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

Finra Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finra Employees Retirement Plan lands in the large band (1,224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 530088710 · FINRA PY 2024 · Defined Benefit (Pension)

Finra Employees Retirement Plan · $535M · 1,224 · 97th

  • PCT $535M
  • EIN 1,224
  • RANK 97th
  • PHOTO Defined Benefit (Pension)
  • IND near American National Insurance Company Employees Retirement Plan
  • EOY ind #7672

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 Other Services retirement plans → · Plans in District of Columbia →

Finra Employees Retirement Plan in the asset neighbourhood

The Guardian Field Representative Employees' Retirement PlanThe Guardian Field Represent…$536MFinra Employees Retirement PlanFinra Employees Retirement P…$535MAmerican National Insurance Company Employees Retirement PlanAmerican National Insurance …$535MAlaska Teamster-Employer Pension TrustAlaska Teamster-Employer Pen…$534MMission Support and Test Services LLC (Msts) Employee Retirement PlanMission Support and Test Ser…$534M
End-of-year total assets ($M) among Finra Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$530M
Net Assets (End of Year)$519M
Net Income$3M
Employer EIN530088710
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FINRA)

Sponsor-wide plan assets over time

All FINRA plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 33.189229812480185% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.27B $3.02B ▲ +33.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Finra Employees Retirement Plan, Total assets ($B): 0.534955399 · Participants: 1224Finra Employees Retirement PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 27.435957137 · Participants: 103525Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 15.01326453 · Participants: 102493Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.795820295 · Participants: 58United Mine Workers of America 1974 Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.922502172 · Participants: 3559Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.912910704 · Participants: 27474Bricklayers & Trowel Trades International Pension Fund
Finra Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare Finra Employees Retirement Plan side-by-side with 3 peers →

Finra Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is American National Insurance Company Employees Retirement Plan in TX ($535M); by covered participants it is Structural Iw Local #1 Pension Plan in IL (1,224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,224 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Finra Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Structural Iw Local #1 Pension Plan in IL (1,224 participants, $664M 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 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.