401(k) · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$2.3B
Total assets: 35,000
Participants: 99th
Percentile by assets: $64,603
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $2.3B.

$2.3B
total plan assets (2024 EOY): 35,000
covered participants: 99th
percentile by assets (of 116,472 plans): $64,603
avg assets per participant

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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Pentegra Defined Contribution Plan for Financial Institutions reports 35,000 participants - 44x that state average ($2.3B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$2.2B
Net Assets (End of Year)	$2.3B
Net Income	$123M
Employer EIN	136321489
Plan Effective Date	1970-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Directors of Pentegra Defined Contribution Plan plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Pentegra Defined Contribution Plan for F… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pentegra Defined Contribution Plan for Financial Institutions by total assets, not by location.

Arcadis U.S., Inc. Retirement Savings Plan (CO) $2.3B · 7,607
AT&T Savings and Security Plan (TX) $2.3B · 25,236
Juniper Networks, Inc. 401(k) Plan (CA) $2.3B · 4,613
United Rentals 401(k) Investment Plan (CT) $2.3B · 22,716

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 116,472 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).

Next read for Pentegra Defined Contribution Plan for F…

Filing takeaways

Ways to act on Pentegra Defined Contribution Plan for Financial Institutions's numbers.

By total assets, Pentegra Defined Contribution Plan for Financial Institutions ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Board of Directors of Pentegra Defined Contribution Plan's sponsor-wide assets have grown 6.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.