Other
2022 plan-year Other DOL Form 5500

TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST

This Other plan holds $193M in total assets and serves 724 participants as of 2022. It is sponsored by TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST in New Jersey. The plan reported a net loss of $23M for the year.

Total Assets (2023)
$193M
Participants
724
State
Industry
Transportation & Warehousing

What the Filing Says About TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST

TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST is a Other retirement plan sponsored by TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $193M in total end-of-year assets and covers 724 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 136580055, and the plan has been effective since 1973-02-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $215M at the beginning of 2022 to $193M at year-end — a decline of 10.5%. Net assets (after liabilities) closed the year at $192M, with reported net income of $-22,667,259 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$215M
Total Assets (End of Year)$193M
Net Assets (End of Year)$192M
Net Income$-22,667,259
Plan TypeOther
Employer EIN136580055
Plan Effective Date1973-02-05
Filing StatusFILING RECEIVED

Sponsor Plan History (TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST)

Year Plans Participants Total Assets
2022 1 724 $193M
2023 1 743 $198M
2024 1 750 $209M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST?
As of the 2022 Form 5500 filing, TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST holds $193M in total assets with 724 participants. It is sponsored by TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST.
What type of plan is TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST?
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST is a Other plan. It has been effective since 1973-02-05. The plan is filed with the U.S. Department of Labor under EIN 136580055.
Who sponsors the TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST?
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST is sponsored by TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST, located in New Jersey. The sponsor's EIN is 136580055 and the plan operates in the Transportation & Warehousing industry.
How did TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST perform in 2022?
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST declined by 10.5% during 2022, moving from $215M to $193M in total assets. Net income was $-22,667,259.
Where can I find official filings for TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST?
Official Form 5500 filings for TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136580055 or plan name at efast.dol.gov.
How does TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST compare to other plans?
You can compare TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136580055.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.