Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Directors of Pentegra Defined Benefit Plan Pension Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 5,009
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $608,488
- Avg per participant High balance/head
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.
- #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.
- #8,453
- in Finance & Insurance (8,549 peers)
- -4.7%
- assets change YoY
- 31×
- vs typical plan assets (national mean)
Pentegra Defined Benefit Plan for Financial Inst's outsized position 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
Pentegra Defined Benefit Plan for Financial Inst's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pentegra Defined Benefit Plan for Financial Inst lands in the large band (5,009 participants).
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.
Plan-year Form 5500 strip
Filing strip 135645888 · Board of Directors of Pentegra Defined Benefit Plan PY 2024 · Defined Benefit (Pension)
Pentegra Defined Benefit Plan for Financial Inst · $3.0B · 5,009 · 99th
- SCH $3.0B
- SCH 5,009
- SCH 99th
- SCH Defined Benefit (Pension)
- SCH near Burlington Northern Santa Fe Retirement Plan
- SCH ind #8453
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 →
Pentegra Defined Benefit Plan for Financial Inst in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Directors of Pentegra Defined Benefit Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 15.79377317129958% vs 2022
- 2024 filing year
| 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.
- 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)
Pentegra Defined Benefit Plan for Financial Inst's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Burlington Northern Santa Fe Retirement Plan in TX ($3.1B); by covered participants it is Retirement Benefit Accumulation Plan for Employees of Pwc in FL (5,001 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,009 participants); asset peers above are excluded.
- Retirement Benefit Accumulation Plan for Employees of Pwc (FL) 5,001 · 8 off
- Carpenters Pension Fund of Illinois (IL) 4,997 · 12 off
- L3harris Technologies Consolidated Pension Plan (FL) 4,996 · 13 off
- The Queen's Health Systems Pension Plan (HI) 4,992 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.