Defined Benefit (Pension) · DOL Form 5500 · 2024

Pentagon Federal Credit Union Pension Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
207
Participants Below avg headcount
89th
Percentile by assets National rank
$396,426
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan for Employees of Pentagon Federal Credit Union · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance

$82M in assets, 207 participants

Pentagon Federal Credit Union's The Retirement Plan for Employees of Pentagon Federal Credit Union reported $82M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,083 in Finance & Insurance (8,549 peers)

Coverage in Virginia

The Retirement Plan for Employees of Pentagon Federal Credit Union covers 207 participants in Virginia, about 26% of the average Virginia filer (state average ~782 per filing). Assets: $82M.

#7,083
in Finance & Insurance (8,549 peers)
-6.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan for Employees of Pentagon Federal Credit Union's outsized position by total assets

The Retirement Plan for Employees of Pentagon Federal Credit Union vs every filed plan by assets

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

$82,060,231 Top 11% higher than 89% 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

The Retirement Plan for Employees of Pentagon Federal Credit Union 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. The Retirement Plan for Employees of Pentagon Federal Credit Union sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Plan for Employees of Pentagon Federal Credit Union reported net income rose from -$10M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • The Retirement Plan for Employees of Pentagon Federal Credit Union end-of-year assets fell from $88M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • The Retirement Plan for Employees of Pentagon Federal Credit Union reported participants fell from 220 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 530197038 · Pentagon Federal Credit Union PY 2024 · Defined Benefit (Pension)

The Retirement Plan for Employees of Pentagon Federal Credit Union · $82M · 207 · 89th

  • PCT $82M
  • EIN 207
  • RANK 89th
  • PHOTO Defined Benefit (Pension)
  • IND near Semco Energy, Inc. Union Employees' Retirement Plan
  • EOY ind #7083

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 →

The Retirement Plan for Employees of Pentagon Federal Credit Union in the asset neighbourhood

Masterbrand, Inc. Pension PlanMasterbrand, Inc. Pension Pl…$82MThe Retirement Plan for Employees of Pentagon Federal Credit UnionThe Retirement Plan for Empl…$82MSemco Energy, Inc. Union Employees' Retirement PlanSemco Energy, Inc. Union Emp…$82MSbera Pension Plan as Adopted by Bristol County Savings BankSbera Pension Plan as Adopte…$82MPlumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$82M
End-of-year total assets ($M) among The Retirement Plan for Employees of Pentagon Federal Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$82M
Net Income-$6M
Employer EIN530197038
Plan Effective Date1963-02-01
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 Defined Benefit (Pension) Plans in Virginia

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

The Retirement Plan for Employees of Pentagon Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Retirement Plan for Employees of Pentagon Federal Credit Union, Total assets ($B): 0.082060231 · Participants: 207The Retirement Plan for Employees of Pentagon Federal Credit UnionNorthrop 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
The Retirement Plan for Employees of Pentagon Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare The Retirement Plan for Employees of Pentagon Federal Credit Union side-by-side with 3 peers →

The Retirement Plan for Employees of Pentagon Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Semco Energy, Inc. Union Employees' Retirement Plan in MI ($82M); by covered participants it is Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust in LA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 The Retirement Plan for Employees of Pentagon Federal Credit Union assets move in 2024? ▼
The Retirement Plan for Employees of Pentagon Federal Credit Union pulled back noticeably - down 6.6% during 2024, from $88M to $82M. Reported net income was -$6M.
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 The Retirement Plan for Employees of Pentagon Federal Credit Union rank by assets among Form 5500 filers? ▼
The Retirement Plan for Employees of Pentagon Federal Credit Union ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Employees of Pentagon Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Semco Energy, Inc. Union Employees' Retirement Plan in MI ($82M, 70 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan for Employees of Pentagon Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust in LA (207 participants, $68M 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.