401(k) · DOL Form 5500 · 2024

Pentagon Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$391M
Total assets
3,026
Participants
97th
Percentile by assets
$129,338
Avg per participant
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Official DOL plan name: Pentagon Federal Credit Union Thrift/Savings Plan · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance

$391M in assets, 3,026 participants

Pentagon Federal Credit Union's Pentagon Federal Credit Union Thrift/Savings Plan reported $391M in total assets and 3,026 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.

  • 97th percentile by assets (of 123,622 plans)
  • #8,046 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Pentagon Federal Credit Union Thrift/Savings Plan covers 3,026 participants in Virginia, 3.9x the typical Virginia plan (state average ~782 per filing). Assets: $391M.

$391M
total plan assets (2024 EOY)
3,026
covered participants
97th
percentile by assets (of 123,622 plans)
$129,338
avg assets per participant

Where Pentagon Federal Credit Union Thrift/Savings Plan sits by total assets

Pentagon Federal Credit Union Thrift/Savings Plan vs every filed plan by assets

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

$391,377,620 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pentagon Federal Credit Union Thrift/Savings Plan reported net income fell from $57M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Pentagon Federal Credit Union Thrift/Savings Plan end-of-year assets rose from $350M in the plan year 2023 filing to $391M in the plan year 2024 filing.
  • Pentagon Federal Credit Union Thrift/Savings Plan reported participants fell from 3,393 in the plan year 2023 filing to 3,026 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Virginia
Industry
Finance & Insurance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Pentagon Federal Credit Union Thrift/Savings Plan reports 3,026 participants - 3.9x that state average ($391M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$350M
Net Assets (End of Year)$391M
Net Income$42M
Employer EIN530197038
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentagon Federal Credit Union)

$350M$400M$450M$500M 202220232024 $391M $473M ▲ +21.2%
Total plan assets by year, all Pentagon Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 2 3,772 $391M
2023 2 3,613 $437M
2024 2 3,233 $473M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pentagon Federal Cre…, Total assets ($B): 0.39137762 · Participants: 3026Pentagon Federal Cre…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pentagon Federal Credit Union Thrift/Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pentagon Federal Credit Union Thrift/Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Pentagon Federal Credit Union Thrift/Savings Plan assets move in 2024? ▼
Pentagon Federal Credit Union Thrift/Savings Plan grew at a solid clip - up 12.0% during 2024, from $350M to $391M. Reported net income was $42M.
How have Pentagon Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentagon Federal Credit Union's sponsor-wide assets grew 21.2%, from $391M to $473M.
Where does Pentagon Federal Credit Union Thrift/Savings Plan rank by assets among Form 5500 filers? ▼
Pentagon Federal Credit Union Thrift/Savings 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 401(k) plans are similar in size to Pentagon Federal Credit Union Thrift/Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($391M, 2,670 participants).

Next read for Pentagon Federal Credit Union Thrift/Sav…

Filing takeaways

Ways to act on Pentagon Federal Credit Union Thrift/Savings Plan's numbers.

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 530197038.

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.