Plan Ledger DOL Form 5500 · updated monthly

Pentagon Federal Credit UnionDC plan

PENTAGON FEDERAL CREDIT UNION FORT BUCHANAN RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Pentagon Federal Credit Union reported $8,245 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,119 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Virginia (1,884th of 2,266), and 4,484th of 4,798 in finance & insurance. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,435,507
Participants with balances130
Active participants107
Employer contributions$333,752
Employee contributions$368,645
Employer contribution per active participant$3,119
Average account balance$34,119
Benefits paid to participants$192,202
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,245
Total administrative$8,245
Employer contributions to the Pentagon Federal Credit Union plan · 2024
Employer contribution per active participant$3,119
Median for plans this size$1,313

Pentagon Federal Credit Union's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$8,246

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$8,245 · 0.21%
Similar plansFinance & Insurance · Virginia
C&F Finance Company VA$6.5M · 0.76%
Strong Home Mortgage, LLC VA$5.7M · 0.75%
F & M Bank Corp. VA$4.6M · 0.00%
Spring Oaks Capital VA$4.1M · 1.91%
Ovm Financial, Inc. VA$2.7M · 0.83%
Prosper Group, LLC VA$1.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660206119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.