Defined Benefit (Pension) · DOL Form 5500 · 2024

Capital One Financial Corporation Pension Plan

Data updated 2026-08-25

$247M
Total assets Near avg plan size
550
Participants Below avg headcount
95th
Percentile by assets National rank
$448,517
Avg per participant High balance/head
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Official DOL plan name: Capital One Financial Corporation Cash Balance Pension Plan · Sponsored by Capital One Financial Corporation · Virginia · Management of Enterprises

$247M in assets, 550 participants

Capital One Financial Corporation's Capital One Financial Corporation Cash Balance Pension Plan reported $247M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

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

Where Capital One Financial Corporation Cash Balance Pension Plan sits by assets

Capital One Financial Corporation Cash Balance Pension Plan sits in the top 5% of all filed plans by assets, $247M for 550 participants (~$448,517/participant), up 2.4% in 2024.

#969
in Management of Enterprises (1,133 peers)
+2.4%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Capital One Financial Corporation Cash Balance Pension Plan's outsized position by total assets

Capital One Financial Corporation Cash Balance Pension Plan vs every filed plan by assets

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

$246,684,269 Top 5% higher than 95% 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

Capital One Financial Corporation Cash Balance Pension 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. Capital One Financial Corporation Cash Balance Pension Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital One Financial Corporation Cash Balance Pension Plan reported net income fell from $14M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Capital One Financial Corporation Cash Balance Pension Plan reported participants fell from 649 in the plan year 2023 filing to 550 in the plan year 2024 filing.
  • Capital One Financial Corporation Cash Balance Pension Plan end-of-year assets rose from $241M in the plan year 2023 filing to $247M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541719854 · Capital One Financial Corporation PY 2024 · Defined Benefit (Pension)

Capital One Financial Corporation Cash Balance Pension Plan · $247M · 550 · 95th

  • BOY $247M
  • SCH 550
  • EBSA 95th
  • PART Defined Benefit (Pension)
  • TYPE near Panasonic Pension Plan
  • NET ind #969

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 Virginia →

Capital One Financial Corporation Cash Balance Pension Plan in the asset neighbourhood

Dtts Pension Plan$248MLaborers Local Union No. 158 Pension PlanLaborers Local Union No. 158…$247MCapital One Financial Corporation Cash Balance Pension PlanCapital One Financial Corpor…$247MPanasonic Pension Plan$247MLocal 697 I.B.E.W. and Electrical Industry Pension PlanLocal 697 I.B.E.W. and Elect…$246M
End-of-year total assets ($M) among Capital One Financial Corporation Cash Balance Pension 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)$241M
Net Assets (End of Year)$247M
Net Income$6M
Employer EIN541719854
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital One Financial Corporation)

Sponsor-wide plan assets over time

All Capital One Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12.3B 5325.250966798449% vs 2022
2024 filing year
$0B$5B$10B$15B 202220232024 $0.23B $12.3B ▲ +5247.8%
Year Plans Participants Total Assets
2022 1 712 $227M
2023 1 649 $241M
2024 2 45,483 $12.3B

Nearby Defined Benefit (Pension) Plans in Virginia

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

Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Capital One Financial Corporation Cash Balance Pension Plan, Total assets ($B): 0.246684269 · Participants: 550Capital One Financial Corporation Cash Balance Pension PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Capital One Financial Corporation Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Capital One Financial Corporation Cash Balance Pension Plan side-by-side with 3 peers →

Capital One Financial Corporation Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Panasonic Pension Plan in NJ ($247M); by covered participants it is I.B.E.W. Local No. 728 Pension Fund in FL (550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($247M here).

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Capital One Financial Corporation Cash Balance Pension Plan assets move in 2024? ▼
Capital One Financial Corporation Cash Balance Pension Plan edged up modestly - up 2.4% during 2024, from $241M to $247M. Reported net income was $6M.
How have Capital One Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital One Financial Corporation's sponsor-wide assets grew 5325.3%, from $227M to $12.3B.
Where does Capital One Financial Corporation Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Capital One Financial Corporation Cash Balance Pension Plan ranks in the 95th 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 Capital One Financial Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Panasonic Pension Plan in NJ ($247M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital One Financial Corporation Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.B.E.W. Local No. 728 Pension Fund in FL (550 participants, $72M 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 541719854.

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.