Defined Benefit (Pension) · DOL Form 5500 · 2024

Societe Generale Pension Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
414
Participants Below avg headcount
95th
Percentile by assets National rank
$544,710
Avg per participant High balance/head
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Official DOL plan name: Sg Pension Plan · Sponsored by Societe Generale · New York · Finance & Insurance

$226M in assets, 414 participants

Societe Generale's Sg Pension Plan reported $226M in total assets and 414 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.

  • #7,822 in Finance & Insurance (8,549 peers)

Where Sg Pension Plan sits by assets

Sg Pension Plan sits in the top 5% of all filed plans by assets, $226M for 414 participants (~$544,710/participant), down 8.1% in 2024.

#7,822
in Finance & Insurance (8,549 peers)
-8.1%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sg Pension Plan's outsized position by total assets

Sg Pension Plan vs every filed plan by assets

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

$225,509,818 Top 5% higher than 95% 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

Sg Pension 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. Sg Pension Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sg Pension Plan reported net income fell from $5M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
  • Sg Pension Plan reported participants fell from 465 in the plan year 2023 filing to 414 in the plan year 2024 filing.
  • Sg Pension Plan end-of-year assets fell from $245M in the plan year 2023 filing to $226M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521128875 · Societe Generale PY 2024 · Defined Benefit (Pension)

Sg Pension Plan · $226M · 414 · 95th

  • VS-ST $226M
  • VS-ST 414
  • VS-ST 95th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Retirement Plan of San Jose Water Company
  • VS-ST ind #7822

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 New York →

Sg Pension Plan in the asset neighbourhood

Alliant Energy Cash Balance Pension PlanAlliant Energy Cash Balance …$226MEnergizer Holdings, Inc. Retirement PlanEnergizer Holdings, Inc. Ret…$226MRetirement Plan of San Jose Water CompanyRetirement Plan of San Jose …$226MSg Pension Plan$226MRetirement Plan for Employees of Ocean Spray Cranberries, Inc.Retirement Plan for Employee…$225M
End-of-year total assets ($M) among Sg Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$225M
Net Income-$20M
Employer EIN521128875
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Societe Generale)

Sponsor-wide plan assets over time

All Societe Generale plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 22.760359330107768% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
Year Plans Participants Total Assets
2022 2 2,527 $1.1B
2023 2 2,448 $1.2B
2024 2 2,496 $1.3B

Nearby Defined Benefit (Pension) Plans in New York

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

Sg Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sg Pension Plan, Total assets ($B): 0.225509818 · Participants: 414Sg Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Sg Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sg Pension Plan side-by-side with 3 peers →

Sg Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan of San Jose Water Company in CA ($226M); by covered participants it is Sunbeam Television Corporation Retirement Plan in FL (414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Sg Pension Plan assets move in 2024? ▼
Sg Pension Plan pulled back noticeably - down 8.1% during 2024, from $245M to $226M. Reported net income was -$20M.
How have Societe Generale plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Societe Generale's sponsor-wide assets grew 22.8%, from $1.1B to $1.3B.
Where does Sg Pension Plan rank by assets among Form 5500 filers? ▼
Sg 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 Sg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of San Jose Water Company in CA ($226M, 500 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sg Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunbeam Television Corporation Retirement Plan in FL (414 participants, $167M 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 521128875.

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.