Defined Benefit (Pension) · DOL Form 5500 · 2024
Barclays Services Corporation Pension Plan
Data updated 2026-07-24
- $506M
- Total assets
- 370
- Participants
- 97th
- Percentile by assets
- $1.4M
- Avg per participant
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.
- 97th percentile by assets (of 116,472 plans)
Coverage in New York
Barclays Pension Plan covers 370 participants in New York, about 47% of the average New York filer (state average ~795 per filing). Assets: $506M.
- $506M
- total plan assets (2024 EOY)
- 370
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $1.4M
- avg assets per participant
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.
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Barclays Pension Plan reports 370 participants - about 47% of that state average ($506M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $536M |
|---|---|
| Net Assets (End of Year) | $505M |
| Net Income | -$30M |
| Employer EIN | 133714398 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barclays Services Corporation)
| 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
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Barclays Pension Plan by total assets, not by location.
- Teamsters Retirement Pension Plan (MN) $506M · 1,305
- American United Life Insurance Company Employees Retirement Plan and Trust (IN) $507M · 2,247
- Daimler Truck North America Pension Plan (OR) $505M · 1,558
- Ironworkers National Pension Plan (IL) $503M · 2,757
Frequently Asked Questions
How did Barclays Pension Plan assets move in 2024? ▼
How have Barclays Services Corporation plan assets changed over time? ▼
Where does Barclays Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Barclays Pension Plan? ▼
Next read for Barclays Pension Plan
Filing takeaways
Ways to act on Barclays Pension Plan's numbers.
- By total assets, Barclays Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Barclays Services Corporation's sponsor-wide assets have grown 33.3% 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 133714398.
Read our methodology - how this data is sourced, computed, and verified.