Defined Benefit (Pension) · DOL Form 5500 · 2024

Gbu Financial Life Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
88
Participants Small participant base
54th
Percentile by assets National rank
$105,702
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Gbu Financial Life · Sponsored by Gbu Financial Life · Pennsylvania · Other Services

$9M in assets, 88 participants

Gbu Financial Life's Retirement Plan for Employees of Gbu Financial Life reported $9M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,676 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Retirement Plan for Employees of Gbu Financial Life ranks #5,676 of 7,719 2024 filers by assets (216% of the sector average)-$9M for 88 participants.

#5,676
in Other Services (7,719 peers)
+2.2%
assets growth YoY

Retirement Plan for Employees of Gbu Financial Life's mid-pack asset rank among Other Services and all filers

Retirement Plan for Employees of Gbu Financial Life vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,301,815 Top 46% higher than 54% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Retirement Plan for Employees of Gbu Financial Life among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Gbu Financial Life is a small filing (88 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 250502660 · Gbu Financial Life PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Gbu Financial Life · $9M · 88 · 54th

  • BOY $9M
  • SCH 88
  • EBSA 54th
  • PART Defined Benefit (Pension)
  • TYPE near Nichimen America, Inc. Pension Plan
  • NET ind #5676

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 Other Services retirement plans → · Plans in Pennsylvania →

Retirement Plan for Employees of Gbu Financial Life in the asset neighbourhood

Nichimen America, Inc. Pension PlanNichimen America, Inc. Pensi…$9MSbera Pension Plan as Adopted by Depositors Insurance FundSbera Pension Plan as Adopte…$9MRetirement Plan for Employees of Gbu Financial LifeRetirement Plan for Employee…$9MAir Line Pilots Association, International Market Based Cash Balance PlanAir Line Pilots Association,…$9MThe United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension PlanThe United Automobile, Aeros…$9M
End-of-year total assets ($M) among Retirement Plan for Employees of Gbu Financial Life and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$197K
Employer EIN250502660
Plan Effective Date1954-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Gbu Financial Life vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of Gbu Financial Life, Total assets ($B): 0.009301815 · Participants: 88Retirement Plan for Employees of Gbu Financial LifeNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Retirement Plan for Employees of Gbu Financial Life vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of Gbu Financial Life side-by-side with 3 peers →

Retirement Plan for Employees of Gbu Financial Life's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Nichimen America, Inc. Pension Plan in NY ($9M); by covered participants it is Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Gbu Financial Life assets move in 2024? ▼
Retirement Plan for Employees of Gbu Financial Life edged up modestly - up 2.2% during 2024, from $9M to $9M. Reported net income was $197K.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Gbu Financial Life? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nichimen America, Inc. Pension Plan in NY ($9M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Gbu Financial Life? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250502660.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.