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NAICS 52511052

SBA Loans for Pension Funds

Pension Funds are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving pension funds loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding pension funds
Total loans
27
all programs
Approved $
$6.1M
last 5 years
Avg loan
$226K
median $145K
Most active lender
Capital One, National Association
4 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
37%
29.6%
11.1%
7.4%
7.4%
7.4%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
PENSION FUNDS-FRIENDLY LENDERS

The 5 lenders that approved 41% of pension funds SBA loans last year.

Submit your pension funds profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
~ 2 MIN · NO COMMITMENT

Top lenders for pension funds

Capital One, National Association
4
Bank of America, National Association
3
Celtic Bank Corporation
3
Citizens Bank, National Association
2
Manufacturers and Traders Trust Company
2
The Huntington National Bank
2

Top states for pension funds loans

CA
6
AL
3
MI
3
FL
2
NJ
2
PA
2
Loan records · Pension Funds
27 records
Sort:
TDA Investment Group, Inc., a California Corporation
San Mateo, CA · 94401
$1,841,400
7(a)
First-Citizens Bank & Trust Company$230K/job · 2008-05-05
UNIGLOBAL PENSION PLANNING INC.
Fairfax, VA · 22033
$1,050,000
7(a)
Newtek Small Business Finance, Inc.$70K/job · 2021-09-09
Employee Fiduciary, LLC
Mobile, AL · 36603
$708,000
504
Southern Development Council2014-01-10
Gerald l. Pollack & Associates Inc
Farmington, MI · 48336
$559,900
7(a)
The Huntington National Bank$37K/job · 2020-12-11
Diversified Benefits Group, LLC
Wayne, NJ
$428,000
7(a)
Manufacturers and Traders Trust Company$214K/job · 2016-03-03
Initium Health
Denver, CO · 80202
$400,000
7(a)
Midwest Regional Bank$400K/job · 2021-01-21
Bloomquist Communications Inc. Retirement Plan
North Wales, PA · 19454
$200,000
7(a)
Univest Bank and Trust Co$7K/job · 2009-06-02
GP FINANCIAL SERVICES, INC
Des Plaines, IL · 60018
$150,000
7(a)
Celtic Bank Corporation$8K/job · 2014-05-21
Beacon Benefits Group, Inc.
Auburn, MA
$100,000
7(a)
Capital One, National Association2007-04-02
BENEFIT CONSULTING ASSOCIATES
Phoenixville, PA · 19460
$75,000
7(a)
Citizens Bank, National Association$25K/job · 2004-05-21
MICHIGAN PENSION & ACTUARIAL SERVICES LLC
Farmington Hills, MI · 48334
$50,000
7(a)
The Huntington National Bank2024-11-19
PROFESSIONAL EMPLOYEE BENEFIT CONSULTANTS, INC.
Mount Sinai, NY · 11766
$50,000
7(a)
Capital One, National Association$25K/job · 2007-01-16
Vosberg Enterprises Inc.
Glendora, CA · 91741
$50,000
7(a)
Celtic Bank Corporation2014-07-17
Diversified Benefits Group, LLC
Wayne, NJ
$50,000
7(a)
Manufacturers and Traders Trust Company$25K/job · 2016-03-02
BCG CORPORATE RETIREMENT STRAT
Newbury Park, CA · 91320
$50,000
7(a)
Bank of America, National Association$25K/job · 2004-03-04
Preferred Pension Solutions, LLC
Wichita, KS · 67206
$50,000
7(a)
Capital One, National Association$25K/job · 2005-08-30
Vosberg Enterprises Inc.
Glendora, CA · 91741
$50,000
7(a)
Celtic Bank Corporation2014-06-20
KOVACS-COLON PENSION MANAGEMENT LLC
Columbus, OH · 43220
$40,000
7(a)
Civista Bank$40K/job · 2006-09-22
PENSION PLUS INC
North Haven (Town Of), CT
$30,000
7(a)
Citizens Bank, National Association$4K/job · 2003-07-21
Employee Fiduciary Corporation
Mobile, AL · 36604
$27,000
7(a)
Trustmark Bank$27K/job · 2011-04-22
Employee Fiduciary Corporation
Mobile, AL · 36602
$26,000
7(a)
Trustmark Bank$2K/job · 2008-03-14
QUALIFIED FINANCIAL DESIGNERS, LTD.
Jenison, MI · 49428
$25,000
7(a)
Capital One, National Association$13K/job · 2006-05-11
FINANCIAL SERVICES ALLIANCE
Riverbank, CA · 95367
$25,000
7(a)
Citibank (West), FSB$25K/job · 2005-05-12
DONALD M BELAIR DBA BELAIR FINANCIAL SERVICES
Fresno, CA · 93710
$25,000
7(a)
COFSB, National Association$25K/job · 2005-04-25
BENEFITS USA INC
Lauderdale Lakes, FL · 33319
$20,000
7(a)
Bank of America, National Association$5K/job · 2004-03-31
1–25 of 27
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