Board of Directors of Pentegra Defined Contribution Plan 401(k) plan

Board of Directors of Pentegra Defined Contribution Plan, White Plains, NY. EIN 13-6321489. Annual reports 2009–2024. Also filed as Board of Directors, Pentegra Defined Contribution Plan for Finan; Pentegra Retirement Services, Inc.

Board of Directors of Pentegra Defined Contribution Plan has one active retirement plan on file, the Pentegra Defined Contribution Plan for Financial Institutions, with 45,161 participants and $2.3 billion in assets in 2024. No traditional pension plan appears in Board of Directors of Pentegra Defined Contribution Plan's filings since 2009.

Active plans: 1
Participants: 45,161
Plan assets: $2.3 billion
Plans on file: 1
Industry: Finance and insurance

The plan

Pentegra Defined Contribution Plan for Financial Institutions

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 13-6321489
Participants (2024): 45,161
Net assets (2024): $2.3 billion
Plan administrator: Eric Wietsma, President
701 Westchester Avenue, Suite 320E
White Plains, NY 10604
(914) 694-1300As filed for 2024
In effect since: July 1, 1970

Earlier sponsors: Board of Directors, Pentegra Defined Contribution Plan for Finan (2009–2011); Pentegra Retirement Services, Inc. (2012–2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	45,161	$2.3 billion	not listed
2023	46,285	$2.2 billion	not listed
2022	26,549	$2.1 billion	not listed
2021	29,261	$2.6 billion	not listed
2020	29,643	$2.4 billion	not listed
2019	31,321	$2.5 billion	not listed
2018	27,227	$2.1 billion	not listed
2017	29,757	$2.3 billion	not listed
2016	29,555	$2.0 billion	not listed
2015	28,972	$1.9 billion	not listed
2014	28,256	$1.9 billion	not listed
2013	26,717	$1.7 billion	not listed
2012	24,758	$1.4 billion	not listed
2011	23,781	$1.2 billion	not listed
2010	22,975	$1.2 billion	not listed
2009	22,716	$1.0 billion	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((914) 694-1300). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Pentegra Defined Contribution Plan for Financial Institutions

If you had money in one of these plans

What these numbers are

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