Defined Benefit (Pension) · DOL Form 5500 · 2024
Generali - U.S. Branch Pension Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 9
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $4.1M
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of Generali - US Branch · Sponsored by Generali - U.S. Branch · New York · Finance & Insurance
$37M in assets, 9 participants
Generali - U.S. Branch's Pension Plan for Employees of Generali - US Branch reported $37M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,914 in Finance & Insurance (8,549 peers)
Where Pension Plan for Employees of Generali - US Branch sits by assets
Pension Plan for Employees of Generali - US Branch sits in the top quartile of all filed plans by assets, $37M for 9 participants (~$4.1M/participant), up 3.7% in 2024.
- #5,914
- in Finance & Insurance (8,549 peers)
- +3.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Pension Plan for Employees of Generali - US Branch's outsized position by total assets
Pension Plan for Employees of Generali - US Branch vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,690,828 Top 20% higher than 80% 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
Pension Plan for Employees of Generali - US Branch among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Generali - US Branch is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of Generali - US Branch reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Pension Plan for Employees of Generali - US Branch reported participants fell from 11 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Pension Plan for Employees of Generali - US Branch end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 135617450 · Generali - U.S. Branch PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of Generali - US Branch · $37M · 9 · 80th
- TYPE $37M
- NET 9
- BOOK 80th
- VS-ST Defined Benefit (Pension)
- BOY near Premcor Pension Plan for Certain Union Employees
- SCH ind #5914
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 →
Pension Plan for Employees of Generali - US Branch in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $1M |
| Employer EIN | 135617450 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Generali - U.S. Branch)
Sponsor-wide plan assets over time
All Generali - U.S. Branch plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 10.341482189184548% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $33M |
| 2023 | 1 | 11 | $35M |
| 2024 | 1 | 9 | $37M |
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
Pension Plan for Employees of Generali - US Branch's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Premcor Pension Plan for Certain Union Employees in TX ($37M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Premcor Pension Plan for Certain Union Employees (TX) $37M · 564
- United Assn of Plumbers and Steamfitters 521 Pension Fund (WV) $37M · 139
- Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc. (CT) $37M · 23
- Sierra Club Retirement Plan (CA) $37M · 187
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Jtm Perio Implants, Inc. Cash Balance Plan (CA) 9 · 0 off
- Gdmg Retirement Plan (CA) 9 · 0 off
- Hillenbrand, Inc. Pension Plan (IN) 9 · 0 off
- Viable Solutions, LLC Cash Balance Plan (ID) 9 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.