Pentagon Federal Credit Union 401(k) and pension plans

Pentagon Federal Credit Union, Mclean, VA. EIN 53-0197038. Annual reports 2009–2024.

Pentagon Federal Credit Union has 2 active retirement plans on file. The largest is the Pentagon Federal Credit Union Thrift/Savings Plan, with 4,258 participants and $391 million in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans: 2
Participants: 4,766
Plan assets: $473 million
401(k) recordkeeper: Vanguard
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Pentagon Federal Credit Union Thrift/Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 53-0197038
Participants (2024): 4,258
Net assets (2024): $391 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Pentagon Federal Credit Union
7940 Jones Branch Drive
Mclean, VA 22102
(703) 838-1309As filed for 2024
In effect since: July 1, 1985

Earlier plan names: Pentagon Federal Credit Union Thrift Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,258	$391 million	Vanguard
2023	4,529	$350 million	Vanguard
2022	5,017	$293 million	Vanguard
2021	4,726	$331 million	Vanguard
2020	3,709	$272 million	Vanguard
2019	3,375	$225 million	Vanguard
2018	3,219	$178 million	Vanguard
2017	2,928	$182 million	Vanguard
2016	2,468	$143 million	Vanguard
2015	2,155	$117 million	Vanguard
2014	1,873	$116 million	Vanguard
2013	1,782	$105 million	Vanguard
2012	1,737	$86.7 million	Vanguard
2011	1,639	$73.6 million	Vanguard
2010	1,352	$68.7 million	Vanguard
2009	1,392	$58.4 million	Vanguard

The Retirement Plan for Employees of Pentagon Federal Credit Union

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 53-0197038
Participants (2024): 508
Net assets (2024): $82.1 million
Plan administrator: Pentagon Federal Credit Union
7940 Jones Branch Drive
Mclean, VA 22102
(703) 838-1309As filed for 2024
In effect since: February 1, 1963

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	508	$82.1 million	not listed
2023	531	$87.9 million	not listed
2022	656	$97.7 million	not listed
2021	677	$142 million	not listed
2020	708	$158 million	not listed
2019	736	$141 million	not listed
2018	764	$115 million	not listed
2017	794	$109 million	not listed
2016	809	$96.9 million	not listed
2015	823	$94.7 million	not listed
2014	851	$103 million	not listed
2013	895	$97.9 million	not listed
2012	966	$105 million	not listed
2011	1,031	$74.1 million	not listed
2010	1,057	$68.0 million	not listed
2009	1,079	$51.4 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Pentagon Federal Credit Union Thrift/Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((703) 838-1309). 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.

All 2 plans

Pentagon Federal Credit Union Thrift/Savings Plan

The Retirement Plan for Employees of Pentagon Federal Credit Union

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in VA