Other · DOL Form 5500 · 2024

Pentagon Federal Credit Union Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
40th
Percentile by assets National rank
$39,252
Avg per participant Low balance/head
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Official DOL plan name: Pentagon Federal Credit Union Fort Buchanan Retirement Plan · Sponsored by Pentagon Federal Credit Union · Virginia · Finance & Insurance

$4M in assets, 113 participants

Pentagon Federal Credit Union's Pentagon Federal Credit Union Fort Buchanan Retirement Plan reported $4M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,277 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Pentagon Federal Credit Union Fort Buchanan Retirement Plan covers 113 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#2,277
in Finance & Insurance (8,549 peers)
+30.7%
assets growth YoY

Pentagon Federal Credit Union Fort Buchanan Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Pentagon Federal Credit Union Fort Buchanan Retirement Plan vs every filed plan by assets

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

$4,435,507 40th percentile higher than 40% 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 Fort Buchanan Retirement 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. Pentagon Federal Credit Union Fort Buchanan Retirement Plan sits mid-pack in the medium band (113 participants).

DOL schedule card

Filing strip 660206119 · Pentagon Federal Credit Union PY 2024 · Other

Pentagon Federal Credit Union Fort Buchanan Retirement Plan · $4M · 113 · 40th

  • VS-ST $4M
  • BOY 113
  • SCH 40th
  • EBSA Other
  • PART near Village on the Isle Retirement Plan
  • TYPE ind #2277

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 Fort Buchanan Retirement Plan in the asset neighbourhood

Pentagon Federal Credit Union Fort Buchanan Retirement PlanPentagon Federal Credit Unio…$4MVillage on the Isle Retirement PlanVillage on the Isle Retireme…$4MCenter for Community Alternatives 403(b) PlanCenter for Community Alterna…$4MSarah Seneca Residential Services, Inc. 401(k) Profit Sharing PlanSarah Seneca Residential Ser…$4M403(b) Thrift Plan for Hiawatha Valley Mental Health Center403(b) Thrift Plan for Hiawa…$4M
End-of-year total assets ($M) among Pentagon Federal Credit Union Fort Buchanan Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN660206119
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Pentagon Federal Credit Union Fort Buchanan Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Pentagon Federal Credit Union Fort Buchanan Retirement Plan, Total assets ($B): 0.004435507 · Participants: 113Pentagon Federal Credit Union Fort Buchanan Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Pentagon Federal Credit Union Fort Buchanan Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Pentagon Federal Credit Union Fort Buchanan Retirement Plan side-by-side with 3 peers →

Pentagon Federal Credit Union Fort Buchanan Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Village on the Isle Retirement Plan in FL ($4M); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Fort Buchanan Retirement Plan assets move in 2024? ▼
Pentagon Federal Credit Union Fort Buchanan Retirement Plan surged - up 30.7% during 2024, from $3M to $4M. Reported net income was $1M.
Which Other plans are similar in size to Pentagon Federal Credit Union Fort Buchanan Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Village on the Isle Retirement Plan in FL ($4M, 257 participants).
Which Other plans cover a similar participant headcount to Pentagon Federal Credit Union Fort Buchanan Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Msn Air Service in NY (113 participants, $776K 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 660206119.

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.