Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees, Southern Region of Teamsters Pension Trust Fund Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
238
Participants Below avg headcount
83rd
Percentile by assets National rank
$130,561
Avg per participant Near avg balance/head
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Official DOL plan name: Southern Region of Teamsters Pension Plan · Sponsored by Trustees, Southern Region of Teamsters Pension Trust Fund · Texas · Finance & Insurance

$31M in assets, 238 participants

Trustees, Southern Region of Teamsters Pension Trust Fund's Southern Region of Teamsters Pension Plan reported $31M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,755 in Finance & Insurance (9,261 peers)

Coverage in Texas

Southern Region of Teamsters Pension Plan covers 238 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $31M.

#6,755
in Finance & Insurance (9,261 peers)
-22.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Region of Teamsters Pension Plan's outsized position by total assets

Southern Region of Teamsters Pension Plan vs every filed plan by assets

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

$31,073,565 Top 17% higher than 83% 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

Southern Region of Teamsters 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. Southern Region of Teamsters Pension Plan sits mid-pack in the medium band (238 participants).

Published 5500 schedule card

Filing strip 750865705 · Trustees, Southern Region of Teamsters Pension Trust Fund PY 2022 · Defined Benefit (Pension)

Southern Region of Teamsters Pension Plan · $31M · 238 · 83rd

  • BOOK $31M
  • VS-ST 238
  • BOY 83rd
  • SCH Defined Benefit (Pension)
  • EBSA near Gallo Pension Plan for Non-Union Employees
  • PART ind #6755

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 Finance & Insurance retirement plans → · Plans in Texas →

Southern Region of Teamsters Pension Plan in the asset neighbourhood

Gallo Pension Plan for Non-Union EmployeesGallo Pension Plan for Non-U…$31MSouthern Region of Teamsters Pension PlanSouthern Region of Teamsters…$31MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$31MPension Plan of United Way WorldwidePension Plan of United Way W…$31MRetirement Plan for Employees of the Oklahoma Publishing Company and AffiliatedRetirement Plan for Employee…$31M
End-of-year total assets ($M) among Southern Region of Teamsters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN750865705
Plan Effective Date1960-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Southern Region of Teamsters Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees, Southern Region of Teamsters Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$40M 28.86308989650849% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $40M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 238 $31M
2023 1 205 $36M
2024 1 250 $40M

Nearby Defined Benefit (Pension) Plans in Texas

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

Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southern Region of Teamsters Pension Plan, Total assets ($B): 0.031073565 · Participants: 238Southern Region of Teamsters Pension 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
Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southern Region of Teamsters Pension Plan side-by-side with 3 peers →

Southern Region of Teamsters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Gallo Pension Plan for Non-Union Employees in CA ($31M); by covered participants it is Philadelphia Federal Credit Union Defined Benefit Plan and Trust in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Southern Region of Teamsters Pension Plan assets move in 2022? ▼
Southern Region of Teamsters Pension Plan declined sharply - down 22.8% during 2022, from $40M to $31M. Reported net income was -$9M.
How have Trustees, Southern Region of Teamsters Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Southern Region of Teamsters Pension Trust Fund's sponsor-wide assets grew 28.9%, from $31M to $40M.
Where does Southern Region of Teamsters Pension Plan rank by assets among Form 5500 filers? ▼
Southern Region of Teamsters Pension Plan ranks in the 83rd 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 Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gallo Pension Plan for Non-Union Employees in CA ($31M, 248 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Philadelphia Federal Credit Union Defined Benefit Plan and Trust in PA (238 participants, $89M 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 750865705.

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.