Defined Benefit (Pension) · DOL Form 5500 · 2024
Lloyds Bank PLC Pension Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 50
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · Sponsored by Lloyds Bank PLC · New York · Finance & Insurance
$123M in assets, 50 participants
Lloyds Bank PLC's The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported $123M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,457 in Finance & Insurance (8,549 peers)
Where The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits by assets
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC sits in the top 10% of all filed plans by assets, $123M for 50 participants (~$2.5M/participant), down 6.1% in 2024.
- #7,457
- in Finance & Insurance (8,549 peers)
- -6.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's outsized position by total assets
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$122,688,804 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported net income fell from $4M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC reported participants fell from 57 in the plan year 2023 filing to 50 in the plan year 2024 filing.
- The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC end-of-year assets fell from $131M in the plan year 2023 filing to $123M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133321516 · Lloyds Bank PLC PY 2024 · Defined Benefit (Pension)
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC · $123M · 50 · 92nd
- EOY $123M
- 5500 50
- ASSETS 92nd
- PCT Defined Benefit (Pension)
- EIN near IBEW Local 129 Pension Fund Pension Plan
- RANK ind #7457
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 →
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$8M |
| Employer EIN | 133321516 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lloyds Bank PLC)
Sponsor-wide plan assets over time
All Lloyds Bank PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 3.415424934510351% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $127M |
| 2023 | 3 | 732 | $131M |
| 2024 | 1 | 50 | $123M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is IBEW Local 129 Pension Fund Pension Plan in MI ($123M); by covered participants it is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- IBEW Local 129 Pension Fund Pension Plan (MI) $123M · 287
- Big Heart Pet Brands Retirement Plan (OH) $122M · 119
- Owensboro Health Retirement Plan (KY) $123M · 1,045
- Midwest Pension Plan (IL) $123M · 1,725
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan (PA) 50 · 0 off
- Retirement Income Plan for the Employees of Armacell LLC (NC) 50 · 0 off
- Retirement Plan for Employees of a. Duda & Sons, Inc. (FL) 50 · 0 off
- Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant (TN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.