Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
EIN 13-5645888insuranceLatest filing 2025
Plans
3
Retirement
3
$3.07B assets
Welfare
0
Participants
16,919
701 WESTCHESTER AVENUE, SUITE 320E - WHITE PLAINS, NY 106043805914-694-1300LinkedIn1-10 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.07B assets / 16,919 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- (Not disclosed)99%
- PENTEGRA SERVICES, INC.1%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
TraditionalDB
Assets$3.05B
Participants15,292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MSTC EASY(K) PEP
401k
Assets$19.3M
Participants1,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
A BETTER 401(K) PLAN
401k
Assets$849K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST | TraditionalDB | $3.05B | 15,292 | 2025 | |
| 003 | MSTC EASY(K) PEP | 401k | $19.3M | 1,574 | 2024 | |
| 002 | A BETTER 401(K) PLAN | 401k | $849K | 53 | 2024 |
Retirement plans