401(k) · DOL Form 5500 · 2024

Pentagon Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$391M
Total assets Above avg plan size
3,026
Participants Above avg headcount
97th
Percentile by assets National rank
$129,338
Avg per participant Near avg balance/head
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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.

  • #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.

#8,046
in Finance & Insurance (8,549 peers)
+12.0%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Pentagon Federal Credit Union Thrift/Savings Plan's outsized position 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 $2,050,000,000 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

Pentagon Federal Credit Union Thrift/Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentagon Federal Credit Union Thrift/Savings Plan lands in the large band (3,026 participants).

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 →

Plan-year Form 5500 strip

Filing strip 530197038 · Pentagon Federal Credit Union PY 2024 · 401(k)

Pentagon Federal Credit Union Thrift/Savings Plan · $391M · 3,026 · 97th

  • EIN $391M
  • EIN 3,026
  • EIN 97th
  • EIN 401(k)
  • EIN near The Perficient, Inc. 401(k) Employee Savings Plan
  • EIN ind #8046

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 Finance & Insurance retirement plans → · Plans in Virginia →

Pentagon Federal Credit Union Thrift/Savings Plan in the asset neighbourhood

Adtran, Inc. 401(k) Retirement PlanAdtran, Inc. 401(k) Retireme…$391MThe Perficient, Inc. 401(k) Employee Savings PlanThe Perficient, Inc. 401(k) …$391MPentagon Federal Credit Union Thrift/Savings PlanPentagon Federal Credit Unio…$391MCwt 401(k) Plan$391MMetropolitan Anesthesia Network Profit Sharing PlanMetropolitan Anesthesia Netw…$391M
End-of-year total assets ($M) among Pentagon Federal Credit Union Thrift/Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Pentagon Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$473M 21.209092763180625% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $391M $473M ▲ +21.2%
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 ($B) Participants Pentagon Federal Credit Union Thrift/Savings Plan, Total assets ($B): 0.39137762 · Participants: 3026Pentagon Federal Credit Union Thrift/Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Pentagon Federal Credit Union Thrift/Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pentagon Federal Credit Union Thrift/Savings Plan side-by-side with 3 peers →

Pentagon Federal Credit Union Thrift/Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Perficient, Inc. 401(k) Employee Savings Plan in MO ($391M); by covered participants it is Broadstreet 401(k) Plan in OH (3,026 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,026 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 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).
Which 401(k) plans cover a similar participant headcount to Pentagon Federal Credit Union Thrift/Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadstreet 401(k) Plan in OH (3,026 participants, $514M 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 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.