Defined Benefit (Pension) · DOL Form 5500 · 2024

GE Capital US Holdings, Inc. Pension Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
109
Participants Small participant base
94th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Erc Retirement Plan · Sponsored by GE Capital US Holdings, Inc. · Connecticut · Management of Enterprises

$211M in assets, 109 participants

GE Capital US Holdings, Inc.'s Erc Retirement Plan reported $211M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #954 in Management of Enterprises (1,133 peers)

Coverage in Connecticut

Erc Retirement Plan covers 109 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $211M.

#954
in Management of Enterprises (1,133 peers)
-3.8%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erc Retirement Plan's outsized position by total assets

Erc Retirement Plan vs every filed plan by assets

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

$211,086,606 Top 6% higher than 94% 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

Erc Retirement Plan 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. Erc Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erc Retirement Plan reported net income fell from $469K in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Erc Retirement Plan reported participants fell from 121 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Erc Retirement Plan end-of-year assets fell from $220M in the plan year 2023 filing to $211M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 474432326 · GE Capital US Holdings, Inc. PY 2024 · Defined Benefit (Pension)

Erc Retirement Plan · $211M · 109 · 94th

  • NET $211M
  • BOOK 109
  • VS-ST 94th
  • BOY Defined Benefit (Pension)
  • SCH near Local 365 UAW Pension Fund
  • EBSA ind #954

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 Management of Enterprises retirement plans → · Plans in Connecticut →

Erc Retirement Plan in the asset neighbourhood

Plumbers & Pipefitters Local Union No. 572 Pension FundPlumbers & Pipefitters Local…$212MSheet Metal Workers Local No. 20, Indianapolis AreSheet Metal Workers Local No…$212MMcwane Pension Plan for Salaried EmployeesMcwane Pension Plan for Sala…$211MErc Retirement Plan$211MLocal 365 UAW Pension Fund$211M
End-of-year total assets ($M) among Erc Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$211M
Net Income-$9M
Employer EIN474432326
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GE Capital US Holdings, Inc.)

Sponsor-wide plan assets over time

All GE Capital US Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 73.05698398978612% vs 2022
2024 filing year
$0M$200M$400M$600M$800M$1,000M 202220232024 $783M $211M ▼ -73.1%
Year Plans Participants Total Assets
2022 2 222 $783M
2023 1 121 $220M
2024 1 109 $211M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Erc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Erc Retirement Plan, Total assets ($B): 0.211086606 · Participants: 109Erc Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Erc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

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

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Local 365 UAW Pension Fund in NJ ($211M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.

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 Erc Retirement Plan assets move in 2024?
Erc Retirement Plan edged down modestly - down 3.8% during 2024, from $220M to $211M. Reported net income was -$9M.
How have GE Capital US Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), GE Capital US Holdings, Inc.'s sponsor-wide assets declined 73.1%, from $783M to $211M.
Where does Erc Retirement Plan rank by assets among Form 5500 filers?
Erc Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Erc Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 365 UAW Pension Fund in NJ ($211M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Erc Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants, $69M in assets).