Pentagon Federal Credit Union retirement plan: assets, participants and fees
What Pentagon Federal Credit Union's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Pentagon Federal Credit Union: employer contribution per participant | $2,567 | |
| Peer median | $2,868 |
| Pentagon Federal Credit Union: average balance | $34,119 | |
| Peer median | $95,281 |
| Pentagon Federal Credit Union: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 130 | $4.4M | $334K | $2,567 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 122 | $3.4M | $295K | $2,417 | 0.28% | Not published | 5500-SF ↗ |
| 2022 | 118 | $2.5M | $275K | $2,334 | 0.28% | Not published | 5500-SF ↗ |
| 2021 | 99 | $2.6M | $248K | $2,506 | 0.32% | Not published | 5500-SF ↗ |
Common questions
Does Pentagon Federal Credit Union match 401(k) contributions?
The match terms for the Pentagon Federal Credit Union Fort Buchanan Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $334K in employer contributions, about $2,567 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pentagon Federal Credit Union 401(k) match vested?
The vesting schedule for the Pentagon Federal Credit Union Fort Buchanan Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pentagon Federal Credit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Pentagon Federal Credit Union.
I left Pentagon Federal Credit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentagon Federal Credit Union, (703) 838-1310) or the recordkeeper, The Vanguard Group, Inc.. The Pentagon Federal Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Pentagon Federal Credit Union 401(k)
Data from the public Form 5500 annual reports Pentagon Federal Credit Union filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pentagon Federal Credit Union. Not financial advice. Report a correction · Methodology