Plan5500

DC Form 5500 retirement and benefit plan filings

State Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, DC has 1,483 loaded benefit plan(s) reported by 871 plan sponsor(s), with $162,173,837,113 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1,483
Plan sponsors
871
Latest filing year
2023

What stands out in DC

  • 1,483 loaded plans hold $162.2B in reported assets across 871 sponsors.
  • The largest, Central Pension Fund Of The Iuoe & Participating Employers, holds 15% of reported DC plan assets.
  • Plans cover 9,000,217 participants — about 6,069 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 45% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$160.3BSummed across loaded plans$160,331,457,556
Total reported assets$162.2B$162,173,837,113
Total reported participants9M9,000,217
Total reported liabilities$1.8B$1,849,321,990

Reported net position

Reported assets = net assets + liabilities (summed)$162.2B total assets
Net assets$160.3BLiabilities$1.8B
Contributions & income
Employer contributions$5.6B
Participant contributions$3.1B
Total income / additions$27.9B
Expenses & distributions
Benefits paid / distributions$12B
Total expenses$12.6B
Net increase / (decrease)$15.4B

Data coverage

Plans with financial statements916 / 1,483 (62%)
Plans with provider compensation660 / 1,483 (45%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for DC plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Cities by loaded plan count

Computed from loaded plans

DC market comparison

Largest plan share of assets15%Central Pension Fund Of The Iuoe & Participating Employers
Participants per plan6,069Average across loaded plans
Plan sponsors871
Ranked by reported assets

Largest loaded DC plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Central Pension Fund Of The Iuoe & Participating Employers$24.9B
    Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers · Washington · 2023
  2. 2
    Iam National Pension Fund$14.3B
    Board Of Trustees Of The I.A.M. National Pension Fund · Washington · 2023
  3. 3
    Vti Missionsquare Plus Fund$10.9B
    Vantagetrust Company, LLC · Washington · 2023
  4. 4
    Danaher Corporation & Subsidiaries Savings Plan$5.8B
    Danaher Corporation · Washington · 2023
  5. 5
    Geico 401(K) Savings Plan$5.8B
    Geico Corporation · Washington · 2023
  6. 6
    Federal National Mortgage Association Retirement Savings Plan For Employees$3.9B
    Federal National Mortgage Association · Washington · 2023
  7. 7
    United Mine Workers Of America 1974 Pension Plan$3.5B
    Umwa 1974 Pension Trust Board Of Trustees · Washington · 2023
  8. 8
    S.E.I.U Pension Plans Master Trust$3.3B
    Bd Of Ttees Of The S.E.I.U Pension Plans Master Trust · Washington · 2023
  9. 9
    Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund$2.6B
    International Brotherhood Of Electrical Workers' Pension Benefit Fund · Washington · 2023
  10. 10
    Georgetown University Defined Contribution Retirement Plan$2.2B
    Georgetown University · Washington · 2023
  11. 11
    Finra Savings Plus Plan$2.2B
    Finra · Washington · 2023
  12. 12
    Danaher Corporation & Subsidiaries Pension Plan$1.9B
    Danaher Corporation · Washington · 2023
  13. 13
    Liuna Staff And Affiliates Pension Fund$1.8B
    Board Of Trustees Of Liuna Staff And Affiliates Pension Fund · Washington · 2023
  14. 14
    Bricklayers & Trowel Trades International Pension Fund$1.8B
    Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee · Washington · 2023
  15. 15
    Hogan Lovells Us Llp Retirement Savings Plan$1.6B
    Hogan Lovells Us Llp · Washington · 2023

Largest DC plans → · DC plans by participants → · DC plans with financial data → · DC plans with provider compensation → · $1B+ DC plans →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for DC?
1,483 plan(s) reported by 871 sponsor(s) are loaded for DC.

Related Form 5500 pages