Defined Benefit (Pension) · DOL Form 5500 · 2022

New Development Holdings, LLC Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
45
Participants Small participant base
81st
Percentile by assets National rank
$570,825
Avg per participant High balance/head
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Official DOL plan name: New Development Holdings, LLC Union Retirement Plan · Sponsored by New Development Holdings, LLC · Texas · Utilities

$26M in assets, 45 participants

New Development Holdings, LLC's New Development Holdings, LLC Union Retirement Plan reported $26M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #320 in Utilities (738 peers)

Utilities sector rank

Within Utilities, New Development Holdings, LLC Union Retirement Plan ranks #320 of 738 2022 filers by assets (2090% of the sector average)-$26M for 45 participants.

#320
in Utilities (738 peers)
-18.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Development Holdings, LLC Union Retirement Plan's outsized position by total assets

New Development Holdings, LLC Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,687,136 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

New Development Holdings, LLC Union Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Development Holdings, LLC Union Retirement Plan is a small filing (45 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 270509754 · New Development Holdings, LLC PY 2022 · Defined Benefit (Pension)

New Development Holdings, LLC Union Retirement Plan · $26M · 45 · 81st

  • EBSA $26M
  • EBSA 45
  • EBSA 81st
  • EBSA Defined Benefit (Pension)
  • EBSA near Sunmark Credit Union Cash Balance Retirement Pension Plan
  • EBSA ind #320

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 Utilities retirement plans → · Plans in Texas →

New Development Holdings, LLC Union Retirement Plan in the asset neighbourhood

Liquor and Allied Workers Union Local No. 3 Pension FundLiquor and Allied Workers Un…$26MNew Development Holdings, LLC Union Retirement PlanNew Development Holdings, LL…$26MSunmark Credit Union Cash Balance Retirement Pension PlanSunmark Credit Union Cash Ba…$26MHebrew Home for the Aged at Riverdale Retirement Income PlanHebrew Home for the Aged at …$26MEastern Financial Florida Credit Union Retirement PlanEastern Financial Florida Cr…$26M
End-of-year total assets ($M) among New Development Holdings, LLC Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN270509754
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Development Holdings, LLC)

Sponsor-wide plan assets over time

All New Development Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 5.722502500862689% vs 2022
2024 filing year
$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.7M $27.2M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 45 $26M
2023 1 37 $27M
2024 1 30 $27M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants New Development Holdings, LLC Union Retirement Plan, Total assets ($B): 0.025687136 · Participants: 45New Development Holdings, LLC Union Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare New Development Holdings, LLC Union Retirement Plan side-by-side with 3 peers →

New Development Holdings, LLC Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sunmark Credit Union Cash Balance Retirement Pension Plan in NY ($26M); by covered participants it is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Development Holdings, LLC Union Retirement Plan assets move in 2022? ▼
New Development Holdings, LLC Union Retirement Plan declined sharply - down 18.4% during 2022, from $31M to $26M. Reported net income was -$6M.
How have New Development Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Development Holdings, LLC's sponsor-wide assets grew 5.7%, from $26M to $27M.
Where does New Development Holdings, LLC Union Retirement Plan rank by assets among Form 5500 filers? ▼
New Development Holdings, LLC Union Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sunmark Credit Union Cash Balance Retirement Pension Plan in NY ($26M, 207 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan in MN (45 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270509754.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.