Defined Benefit (Pension) · DOL Form 5500 · 2024
Lloyds Bank PLC Pension Plan
Data updated 2026-08-11
- $123M
- Total assets
- 50
- Participants
- 92nd
- Percentile by assets
- $2.5M
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $123M
- total plan assets (2024 EOY)
- 50
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $2.5M
- avg assets per participant
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.
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.
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC vs the 2024 asset distribution
By assets, The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC 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 The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC's numbers.
- By total assets, The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC ranks in the top 10% 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
- Lloyds Bank PLC's sponsor-wide assets have declined 3.4% since 2022 across 3 plan years on file. More Finance & Insurance plans