Defined Benefit (Pension) · DOL Form 5500 · 2024

Barclays Services Corporation Pension Plan

Data updated 2026-08-25

$506M
Total assets Above avg plan size
370
Participants Below avg headcount
97th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Barclays Pension Plan · Sponsored by Barclays Services Corporation · New York · Finance & Insurance

$506M in assets, 370 participants

Barclays Services Corporation's Barclays Pension Plan reported $506M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,127 in Finance & Insurance (8,549 peers)

Coverage in New York

Barclays Pension Plan covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $506M.

#8,127
in Finance & Insurance (8,549 peers)
-5.7%
assets change YoY
5.1×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barclays Pension Plan's outsized position by total assets

Barclays Pension Plan vs every filed plan by assets

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

$505,597,279 Top 3% higher than 97% 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

Barclays 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. Barclays Pension Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barclays Pension Plan reported net income fell from $16M in the plan year 2023 filing to -$30M in the plan year 2024 filing.
  • Barclays Pension Plan reported participants fell from 410 in the plan year 2023 filing to 370 in the plan year 2024 filing.
  • Barclays Pension Plan end-of-year assets fell from $536M in the plan year 2023 filing to $506M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133714398 · Barclays Services Corporation PY 2024 · Defined Benefit (Pension)

Barclays Pension Plan · $506M · 370 · 97th

  • BOOK $506M
  • BOOK 370
  • BOOK 97th
  • BOOK Defined Benefit (Pension)
  • BOOK near Teamsters Retirement Pension Plan
  • BOOK ind #8127

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 →

Barclays Pension Plan in the asset neighbourhood

American United Life Insurance Company Employees Retirement Plan and TrustAmerican United Life Insuran…$507MTeamsters Retirement Pension PlanTeamsters Retirement Pension…$506MBarclays Pension Plan$506MDaimler Truck North America Pension PlanDaimler Truck North America …$505MTyco Electronics Pension Plan$504M
End-of-year total assets ($M) among Barclays Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$536M
Net Assets (End of Year)$505M
Net Income-$30M
Employer EIN133714398
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclays Services Corporation)

Sponsor-wide plan assets over time

All Barclays Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4.1B 33.299995941382555% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B$4.5B 202220232024 $3.05B $4.06B ▲ +33.1%
Year Plans Participants Total Assets
2022 2 10,514 $3.0B
2023 2 11,890 $3.6B
2024 2 12,942 $4.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Barclays Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Barclays Pension Plan, Total assets ($B): 0.505597279 · Participants: 370Barclays 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
Barclays Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Barclays Pension Plan side-by-side with 3 peers →

Barclays 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 Teamsters Retirement Pension Plan in MN ($506M); by covered participants it is Cleco Corporate Holdings LLC Pension Plan in LA (370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($506M here).

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Barclays Pension Plan assets move in 2024? ▼
Barclays Pension Plan pulled back noticeably - down 5.7% during 2024, from $536M to $506M. Reported net income was -$30M.
How have Barclays Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclays Services Corporation's sponsor-wide assets grew 33.3%, from $3.0B to $4.1B.
Where does Barclays Pension Plan rank by assets among Form 5500 filers? ▼
Barclays Pension Plan ranks in the 97th 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 Barclays Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Retirement Pension Plan in MN ($506M, 1,305 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Barclays Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cleco Corporate Holdings LLC Pension Plan in LA (370 participants, $414M 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 133714398.

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.