Defined Benefit (Pension) · DOL Form 5500 · 2024

Jeff Bank Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
39
Participants Small participant base
74th
Percentile by assets National rank
$625,009
Avg per participant High balance/head
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Official DOL plan name: Jeff Bank Pension Plan · Sponsored by Jeff Bank · New York · Finance & Insurance

$24M in assets, 39 participants

Jeff Bank's Jeff Bank Pension Plan reported $24M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,131 in Finance & Insurance (8,549 peers)

Jeff Bank multi-year trail

Jeff Bank's plans moved +10.4% in assets from 2022 to 2024; this filing shows Jeff Bank Pension Plan at $24M / 39 participants.

#5,131
in Finance & Insurance (8,549 peers)
+3.7%
assets growth YoY

Jeff Bank Pension Plan's outsized position by total assets

Jeff Bank Pension Plan vs every filed plan by assets

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

$24,375,361 Top 26% higher than 74% 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

Jeff Bank Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeff Bank Pension Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeff Bank Pension Plan reported net income fell from $1M in the plan year 2023 filing to $879K in the plan year 2024 filing.
  • Jeff Bank Pension Plan reported participants fell from 44 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Jeff Bank Pension Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 140779859 · Jeff Bank PY 2024 · Defined Benefit (Pension)

Jeff Bank Pension Plan · $24M · 39 · 74th

  • EIN $24M
  • EIN 39
  • EIN 74th
  • EIN Defined Benefit (Pension)
  • EIN near Americold National Service Related Pension Plan
  • EIN ind #5131

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 →

Jeff Bank Pension Plan in the asset neighbourhood

Americold National Service Related Pension PlanAmericold National Service R…$24MJeff Bank Pension Plan$24MThe Retirement Benefit Plan for Employees of Aes Ny, L.L.C.The Retirement Benefit Plan …$24MWayne Memorial Hospital Pension PlanWayne Memorial Hospital Pens…$24MMonadnock Paper Mills, Inc. Retirement PlanMonadnock Paper Mills, Inc. …$24M
End-of-year total assets ($M) among Jeff Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Jeff Bank multi-year asset trail

Sponsor-wide plan assets over time

All Jeff Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 10.427719751418765% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22.1M $24.4M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 44 $22M
2023 1 44 $23M
2024 1 39 $24M

Jeff Bank filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$879K
Employer EIN140779859
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Jeff Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jeff Bank Pension Plan, Total assets ($B): 0.024375361 · Participants: 39Jeff Bank Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Jeff Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jeff Bank Pension Plan side-by-side with 3 peers →

Jeff Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Americold National Service Related Pension Plan in GA ($24M); by covered participants it is Schiff Hardin LLP Employees' Pension Plan in DC (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

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 Jeff Bank Pension Plan assets move in 2024? ▼
Jeff Bank Pension Plan edged up modestly - up 3.7% during 2024, from $23M to $24M. Reported net income was $879K.
How have Jeff Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff Bank's sponsor-wide assets grew 10.4%, from $22M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Jeff Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Americold National Service Related Pension Plan in GA ($24M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jeff Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schiff Hardin LLP Employees' Pension Plan in DC (39 participants, $11M 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 140779859.

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.