Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Directors of Pentegra Defined Benefit Plan Pension Plan
Data updated 2026-08-11
- $3.0B
- Total assets
- 5,009
- Participants
- 99th
- Percentile by assets
- $608,488
- Avg per participant
Official DOL plan name: Pentegra Defined Benefit Plan for Financial Inst · Sponsored by Board of Directors of Pentegra Defined Benefit Plan · New York · Finance & Insurance
$3.0B in assets, 5,009 participants
Board of Directors of Pentegra Defined Benefit Plan's Pentegra Defined Benefit Plan for Financial Inst reported $3.0B in total assets and 5,009 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,453 in Finance & Insurance (8,549 peers)
Coverage in New York
Pentegra Defined Benefit Plan for Financial Inst covers 5,009 participants in New York, 6.3x the typical New York plan (state average ~798 per filing). Assets: $3.0B.
- $3.0B
- total plan assets (2024 EOY)
- 5,009
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $608,488
- avg assets per participant
Where Pentegra Defined Benefit Plan for Financial Inst sits by total assets
Pentegra Defined Benefit Plan for Financial Inst vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,047,918,742 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pentegra Defined Benefit Plan for Financial Inst reported net income rose from -$37M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Pentegra Defined Benefit Plan for Financial Inst reported participants fell from 5,393 in the plan year 2023 filing to 5,009 in the plan year 2024 filing.
- Pentegra Defined Benefit Plan for Financial Inst end-of-year assets fell from $3.2B in the plan year 2023 filing to $3.0B in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Pentegra Defined Benefit Plan for Financial Inst reports 5,009 participants - 6.3x that state average ($3.0B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $54M |
| Employer EIN | 135645888 |
| Plan Effective Date | 1943-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Directors of Pentegra Defined Benefit Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 8,063 | $3.6B |
| 2023 | 2 | 6,587 | $3.2B |
| 2024 | 2 | 6,311 | $3.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pentegra Defined Benefit Plan for Financial Inst 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
Scale composition for Pentegra Defined Benefit Plan for Financial Inst
Pentegra Defined Benefit Plan for Financial Inst reports $3.0B in end-of-year assets across 5,009 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $608,488 per participant (4.4x the national average assets-per-participant) . Net income for plan year 2024 was $54M.
This plan identity (EIN 135645888, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.6B to $3.0B (-16.1%) while covered participants moved from 6,691 to 5,009 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,691 | $3.6B | Open filing |
| 2023 | 5,393 | $3.2B | Open filing |
| 2024 · index core | 5,009 | $3.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Mstc Easy(K) Pep (401(k), $19M, 1,302 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pentegra Defined Benefit Plan for Financial Inst by total assets, not by location.
- Burlington Northern Santa Fe Retirement Plan (TX) $3.1B · 4,759
- Factory Mutual Insurance Company Pension Plan (RI) $3.0B · 3,656
- Ernst & Young Partnership Defined Benefit Retirement Plan (NJ) $3.0B · 3,910
- Operating Engineers Pension Trust (CA) $3.1B · 11,247
Frequently Asked Questions
How did Pentegra Defined Benefit Plan for Financial Inst assets move in 2024? ▼
How have Board of Directors of Pentegra Defined Benefit Plan plan assets changed over time? ▼
Where does Pentegra Defined Benefit Plan for Financial Inst rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pentegra Defined Benefit Plan for Financial Inst? ▼
Next read for Pentegra Defined Benefit Plan for Financ…
Filing takeaways
Ways to act on Pentegra Defined Benefit Plan for Financial Inst's numbers.
- By total assets, Pentegra Defined Benefit Plan for Financial Inst ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Directors of Pentegra Defined Benefit Plan's sponsor-wide assets have declined 15.8% since 2022 across 3 plan years on file. More Finance & Insurance plans