Employer · plans filed under one EIN
Pitney Bowes Inc.
Stamford, CT · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Pitney Bowes Inc., based in Stamford, Connecticut, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 30,651 participant records and $2.69B in net assets.
The largest is Pitney Bowes Pension Plan, a cash balance pension plan with 17,744 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $24.4M and participant contributions $45.1M in the latest plan years; benefits paid were $452M. Schedule C compensation reported to service provider organisations totalled $6.9M.
Combined net assets moved from $2.31B in 2009 to $2.69B in 2024 (up 17%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Pitney Bowes Pension Plan | cash balance pension plan | 2024 | 17,744 | $958M | $53,981 | — | $6.2M |
| Pitney Bowes Inc. 401(k) Plan | 401(k) plan | 2024 | 12,907 | $1.74B | $134,584 | $4,163 | $678K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 30,651 | $2.69B | $24.4M | $45.1M |
| 2023 | 1 | 14,337 | $1.68B | $27.9M | $51.0M |
| 2022 | 2 | 37,898 | $2.69B | $28.0M | $51.1M |
| 2021 | 2 | 38,655 | $3.40B | $28.1M | $51.7M |
| 2020 | 2 | 38,863 | $3.29B | $26.9M | $47.8M |
| 2019 | 2 | 40,699 | $3.09B | $29.1M | $50.4M |
| 2018 | 2 | 40,534 | $2.68B | $29.6M | $49.1M |
| 2017 | 2 | 43,917 | $3.11B | $30.8M | $49.8M |
| 2016 | 2 | 43,443 | $2.82B | $31.2M | $48.3M |
| 2015 | 2 | 43,938 | $2.72B | $32.0M | $47.0M |
| 2014 | 2 | 44,858 | $2.88B | $25.1M | $39.5M |
| 2013 | 2 | 42,080 | $2.72B | $25.0M | $43.7M |
| 2012 | 2 | 45,298 | $2.70B | $24.8M | $45.3M |
| 2011 | 2 | 48,669 | $2.55B | $110M | $46.2M |
| 2010 | 2 | 50,157 | $2.56B | $144M | $48.6M |
| 2009 | 2 | 51,247 | $2.31B | $122M | $52.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Willis Towers Watson | Actuarial; Consulting (pension) | 1 | $3,132,125 |
| Northern Trust Company | Claims processing | 1 | $726,730 |
| Pacific Investment Management Co. | Investment management | 1 | $692,648 |
| Prudential Insurance Company | Investment advisory (plan); Investment management | 1 | $612,807 |
| T Rowe Price RPS Inc. | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management | 1 | $459,912 |
| SEI Trust Company | Actuarial; Consulting (general); Consulting (pension) | 1 | $424,169 |
| Nisa Investment Advisors, LLC | Investment advisory (plan); Investment management | 1 | $374,859 |
| Legal & General Investment MGMT | Investment management | 1 | $199,073 |
| Nepc, LLC | Consulting (general) | 1 | $143,104 |
| Becher Della Torre Gitto & Co. | Accounting (including auditing) | 2 | $55,110 |
| Morgan, Lewis & Bockius LLP | Legal | 2 | $37,443 |
| Goldman Sachs Asset Management, LP | Investment management | 1 | $17,236 |
| Creative Planning LLC | Investment advisory (participants) | 1 | $16,130 |
| Dynamic Wealth Advisors | Investment advisory (participants) | 1 | $8,023 |
| Newedge Advisors LLC | Investment advisory (participants) | 1 | $6,529 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Pitney Bowes Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Pitney Bowes Pension Plan and Pitney Bowes Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Pitney Bowes Inc. contribute to its plans?
$24,406,085 in employer contributions across these plans in their latest plan years, about $3,701 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Willis Towers Watson, Northern Trust Company, Pacific Investment Management Co. and Prudential Insurance Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.