Defined Benefit (Pension) · DOL Form 5500 · 2023

Fiserv Solutions, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
380
Participants Below avg headcount
25th
Percentile by assets National rank
$3,119
Avg per participant Low balance/head
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Official DOL plan name: First Data Corporation Retirement Plan · Sponsored by Fiserv Solutions, LLC · Wisconsin · Professional & Technical Services

$1M in assets, 380 participants

Fiserv Solutions, LLC's First Data Corporation Retirement Plan reported $1M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,165 in Professional & Technical Services (20,321 peers)

Fiserv Solutions, LLC multi-year trail

Fiserv Solutions, LLC's plans moved +14.9% in assets from 2022 to 2024; this filing shows First Data Corporation Retirement Plan at $1M / 380 participants.

#4,165
in Professional & Technical Services (20,321 peers)
-99.1%
assets change YoY

The plan reported a net loss of $129M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Data Corporation Retirement Plan among the smaller filed plans by assets

First Data Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,185,179 25th percentile higher than 25% of 127,068 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 2023

First Data Corporation Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Data Corporation Retirement Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Data Corporation Retirement Plan reported net income fell from $301K in the plan year 2022 filing to -$129M in the plan year 2023 filing.
  • First Data Corporation Retirement Plan end-of-year assets fell from $130M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Data Corporation Retirement Plan reported participants fell from 410 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391833695 · Fiserv Solutions, LLC PY 2023 · Defined Benefit (Pension)

First Data Corporation Retirement Plan · $1M · 380 · 25th

  • TYPE $1M
  • NET 380
  • BOOK 25th
  • VS-ST Defined Benefit (Pension)
  • BOY near The Massaro Group Pension Trust
  • SCH ind #4165

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

First Data Corporation Retirement Plan in the asset neighbourhood

First Data Corporation Retirement PlanFirst Data Corporation Retir…$1MThe Massaro Group Pension TrustThe Massaro Group Pension Tr…$1MWayne Savings Community Bank Defined Benefit Pension PlanWayne Savings Community Bank…$1MHealth & Wellness Center, Inc. Defined Benefit Pension PlanHealth & Wellness Center, In…$1MFlexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$1M
End-of-year total assets ($M) among First Data Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Fiserv Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fiserv Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5.1B 14.909931027291053% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.47B $5.14B ▲ +15.0%
Year Plans Participants Total Assets
2022 2 27,020 $4.5B
2023 2 25,660 $4.8B
2024 1 26,372 $5.1B

Fiserv Solutions, LLC filing trail (2023)

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$1M
Net Income-$129M
Employer EIN391833695
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

First Data Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants First Data Corporation Retirement Plan, Total assets ($B): 0.001185179 · Participants: 380First Data Corporation Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
First Data Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare First Data Corporation Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Massaro Group Pension Trust in NY ($1M); by covered participants it is Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center in MD (380 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Data Corporation Retirement Plan assets move in 2023? ▼
First Data Corporation Retirement Plan contracted severely - down 99.1% during 2023, from $130M to $1M. Reported net income was -$129M.
How have Fiserv Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiserv Solutions, LLC's sponsor-wide assets grew 14.9%, from $4.5B to $5.1B.
Where does First Data Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
First Data Corporation Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to First Data Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Massaro Group Pension Trust in NY ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First Data Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center in MD (380 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391833695.

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.