Defined Benefit (Pension) · DOL Form 5500 · 2022
Interstate Batteries, Inc. Pension Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 103
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $242,042
- Avg per participant Above avg balance/head
Official DOL plan name: Interstate Batteries Employees Pension Plan · Sponsored by Interstate Batteries, Inc. · Texas · Wholesale Trade
$25M in assets, 103 participants
Interstate Batteries, Inc.'s Interstate Batteries Employees Pension Plan reported $25M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,430 in Wholesale Trade (6,843 peers)
Coverage in Texas
Interstate Batteries Employees Pension Plan covers 103 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $25M.
- #5,430
- in Wholesale Trade (6,843 peers)
- -34.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Interstate Batteries Employees Pension Plan's outsized position by total assets
Interstate Batteries Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,930,316 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Interstate Batteries Employees Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interstate Batteries Employees Pension Plan sits mid-pack in the medium band (103 participants).
EBSA filing schedule strip
Filing strip 462023063 · Interstate Batteries, Inc. PY 2022 · Defined Benefit (Pension)
Interstate Batteries Employees Pension Plan · $25M · 103 · 80th
- BOOK $25M
- VS-ST 103
- BOY 80th
- SCH Defined Benefit (Pension)
- EBSA near Mackay Communications, Inc. Employees' Pension Plan and Trust
- PART ind #5430
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Texas →
Interstate Batteries Employees Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$13M |
| Employer EIN | 462023063 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Interstate Batteries, Inc.)
Sponsor-wide plan assets over time
All Interstate Batteries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 19.404130110954064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,376 | $141M |
| 2023 | 2 | 1,280 | $151M |
| 2024 | 2 | 1,345 | $169M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Interstate Batteries Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC ($25M); by covered participants it is Middlesex Water Company Pension Plan in NJ (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Mackay Communications, Inc. Employees' Pension Plan and Trust (NC) $25M · 135
- Brotherhood of Maintenance of Way Employes Pension Plan (MI) $25M · 37
- General American Investors Company, Inc. Employees' Retirement Plan (NY) $25M · 13
- Pension Plan for Salaried Employees of Neville Chemical Company (PA) $25M · 35
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Middlesex Water Company Pension Plan (NJ) 103 · 0 off
- Instrumentation Laboratory Retirement Plan (MA) 103 · 0 off
- Sears Manufacturing Company Defined Benefit Retirement Plan (IA) 103 · 0 off
- Provident Bank Pension Plan (NJ) 103 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.