Defined Benefit (Pension) · DOL Form 5500 · 2024

Capital One Financial Corporation Pension Plan

Data updated 2026-08-11

$247M
Total assets: 550
Participants: 95th
Percentile by assets: $448,517
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$247M
total plan assets (2024 EOY): 550
covered participants: 95th
percentile by assets (of 123,622 plans): $448,517
avg assets per participant

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 →

State

Virginia

Industry

Management of Enterprises

Capital One Financial Corporation Cash Balance Pension Plan vs the 2024 asset distribution

By assets, Capital One Financial Corporation Cash Balance Pension Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$241M
Net Assets (End of Year)	$247M
Net Income	$6M
Employer EIN	541719854
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Capital One Financial Corporation)

Total plan assets by year, all Capital One Financial Corporation plans on file

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

Northrop Grumman Pension Plan $18.8B · 12,678
Retirement Security Plan $11.5B · 56,633
Sheet Metal Workers' National Pension Fund $8.9B · 63,530
Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
Dominion Energy Pension Plan $8.3B · 11,758

Compare Capital One Financial Corporation Cash B… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Capital One Financial Corporation Cash Balance Pension Plan by total assets, not by location.

Panasonic Pension Plan (NJ) $247M · 188
Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) $246M · 876
Laborers Local Union No. 158 Pension Plan (PA) $247M · 1,558
Dtts Pension Plan (NY) $248M · 1,978

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).

Next read for Capital One Financial Corporation Cash B…

Scale reading

Ways to act on Capital One Financial Corporation Cash Balance Pension Plan's numbers.

By total assets, Capital One Financial Corporation Cash Balance Pension 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 Virginia. Compare plans
Capital One Financial Corporation's sponsor-wide assets have grown 5325.3% since 2022 across 3 plan years on file. More Management of Enterprises 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 541719854.