401(k) · DOL Form 5500 · 2024

Board of Directors of Pentegra Defined Contribution Plan 401(k) Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
35,000
Participants Very large workforce
99th
Percentile by assets National rank
$64,603
Avg per participant Low balance/head
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Official DOL plan name: Pentegra Defined Contribution Plan for Financial Institutions · Sponsored by Board of Directors of Pentegra Defined Contribution Plan · New York · Finance & Insurance

$2.3B in assets, 35,000 participants

Board of Directors of Pentegra Defined Contribution Plan's Pentegra Defined Contribution Plan for Financial Institutions reported $2.3B in total assets and 35,000 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,426 in Finance & Insurance (8,549 peers)

Coverage in New York

Pentegra Defined Contribution Plan for Financial Institutions covers 35,000 participants in New York, 44x the typical New York plan (state average ~798 per filing). Assets: $2.3B.

#8,426
in Finance & Insurance (8,549 peers)
+2.9%
assets growth YoY
23×
vs typical plan assets (national mean)

Pentegra Defined Contribution Plan for Financial Institutions's outsized position by total assets

Pentegra Defined Contribution Plan for Financial Institutions vs every filed plan by assets

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

$2,261,117,387 Top 1% higher than 99% 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

Pentegra Defined Contribution Plan for Financial Institutions's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentegra Defined Contribution Plan for Financial Institutions is a mega filing (35,000 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pentegra Defined Contribution Plan for Financial Institutions reported participants rose from 16,522 in the plan year 2023 filing to 35,000 in the plan year 2024 filing.
  • Pentegra Defined Contribution Plan for Financial Institutions reported net income fell from $272M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Pentegra Defined Contribution Plan for Financial Institutions end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136321489 · Board of Directors of Pentegra Defined Contribution Plan PY 2024 · 401(k)

Pentegra Defined Contribution Plan for Financial Institutions · $2.3B · 35,000 · 99th

  • PART $2.3B
  • PART 35,000
  • PART 99th
  • PART 401(k)
  • PART near Arcadis U.S., Inc. Retirement Savings Plan
  • PART ind #8426

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 →

Pentegra Defined Contribution Plan for Financial Institutions in the asset neighbourhood

AT&T Savings and Security PlanAT&T Savings and Security Pl…$2.3BUnited Rentals 401(k) Investment PlanUnited Rentals 401(k) Invest…$2.3BPentegra Defined Contribution Plan for Financial InstitutionsPentegra Defined Contributio…$2.3BArcadis U.S., Inc. Retirement Savings PlanArcadis U.S., Inc. Retiremen…$2.3BJuniper Networks, Inc. 401(k) PlanJuniper Networks, Inc. 401(k…$2.3B
End-of-year total assets ($B) among Pentegra Defined Contribution Plan for Financial Institutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.3B
Net Income$123M
Employer EIN136321489
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Directors of Pentegra Defined Contribution Plan)

Sponsor-wide plan assets over time

All Board of Directors of Pentegra Defined Contribution Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 6.813039111002407% vs 2022
2024 filing year
$2.1B$2.15B$2.2B$2.25B$2.3B 202220232024 $2.12B $2.26B ▲ +6.6%
Year Plans Participants Total Assets
2022 1 18,103 $2.1B
2023 1 16,522 $2.2B
2024 1 35,000 $2.3B

Nearby 401(k) Plans in New York

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

Pentegra Defined Contribution Plan for Financial Institutions vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Pentegra Defined Contribution Plan for Financial Institutions, Total assets ($B): 2.261117387 · Participants: 35000Pentegra Defined Contribution Plan for Financial InstitutionsIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Pentegra Defined Contribution Plan for Financial Institutions vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pentegra Defined Contribution Plan for Financial Institutions side-by-side with 3 peers →

Scale composition for Pentegra Defined Contribution Plan for Financial Institutions

Pentegra Defined Contribution Plan for Financial Institutions reports $2.3B in end-of-year assets across 35,000 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.037% of 93,925,755 covered participants) - about $64,603 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $123M.

This plan identity (EIN 136321489, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.3B (+6.8%) while covered participants moved from 18,103 to 35,000 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,103 $2.1B Open filing
2023 16,522 $2.2B Open filing
2024 · index core 35,000 $2.3B This page

Pentegra Defined Contribution Plan for Financial Institutions's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arcadis U.S., Inc. Retirement Savings Plan in CO ($2.3B); by covered participants it is J.B. Hunt Transport Services, Inc. Employee Retirement Plan in AR (35,023 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (35,000 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 Pentegra Defined Contribution Plan for Financial Institutions assets move in 2024? ▼
Pentegra Defined Contribution Plan for Financial Institutions edged up modestly - up 2.9% during 2024, from $2.2B to $2.3B. Reported net income was $123M.
How have Board of Directors of Pentegra Defined Contribution Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Directors of Pentegra Defined Contribution Plan's sponsor-wide assets grew 6.8%, from $2.1B to $2.3B.
Where does Pentegra Defined Contribution Plan for Financial Institutions rank by assets among Form 5500 filers? ▼
Pentegra Defined Contribution Plan for Financial Institutions ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Pentegra Defined Contribution Plan for Financial Institutions? ▼
Among 401(k) plans in other states, the closest by assets is Arcadis U.S., Inc. Retirement Savings Plan in CO ($2.3B, 7,607 participants).
Which 401(k) plans cover a similar participant headcount to Pentegra Defined Contribution Plan for Financial Institutions? ▼
Among 401(k) plans in other states, the closest by covered participants is J.B. Hunt Transport Services, Inc. Employee Retirement Plan in AR (35,023 participants, $1.4B 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 136321489.

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.