Defined Benefit (Pension) · DOL Form 5500 · 2022

Ethosenergy, Gts Holdings (US), LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
55th
Percentile by assets National rank
$216,292
Avg per participant Above avg balance/head
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Official DOL plan name: Ethosenergy Pension Plan for Union Employees · Sponsored by Ethosenergy, Gts Holdings (US), LLC · Texas · Other Services

$6M in assets, 29 participants

Ethosenergy, Gts Holdings (US), LLC's Ethosenergy Pension Plan for Union Employees reported $6M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,120 in Other Services (8,398 peers)

Ethosenergy, Gts Holdings (US), LLC multi-year trail

Ethosenergy, Gts Holdings (US), LLC's plans moved +26.2% in assets from 2022 to 2024; this filing shows Ethosenergy Pension Plan for Union Employees at $6M / 29 participants.

#6,120
in Other Services (8,398 peers)
-25.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ethosenergy Pension Plan for Union Employees's mid-pack asset rank among Other Services and all filers

Ethosenergy Pension Plan for Union Employees vs every filed plan by assets

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

$6,272,472 Top 45% higher than 55% 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

Ethosenergy Pension Plan for Union Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethosenergy Pension Plan for Union Employees is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 760466008 · Ethosenergy, Gts Holdings (US), LLC PY 2022 · Defined Benefit (Pension)

Ethosenergy Pension Plan for Union Employees · $6M · 29 · 55th

  • EOY $6M
  • EOY 29
  • EOY 55th
  • EOY Defined Benefit (Pension)
  • EOY near Retail Clerks Specialty Stores Pension Plan
  • EOY ind #6120

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 Other Services retirement plans → · Plans in Texas →

Ethosenergy Pension Plan for Union Employees in the asset neighbourhood

Keystone Folding Box Company Retirement PlanKeystone Folding Box Company…$6MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$6MEthosenergy Pension Plan for Union EmployeesEthosenergy Pension Plan for…$6MRetail Clerks Specialty Stores Pension PlanRetail Clerks Specialty Stor…$6MExit Strategies, LLC Defined Benefit PlanExit Strategies, LLC Defined…$6M
End-of-year total assets ($M) among Ethosenergy Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ethosenergy, Gts Holdings (US), LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ethosenergy, Gts Holdings (US), LLC plans reported in each filing year

Latest sponsor-wide plan assets
$389M 26.181807567395964% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $308M $389M ▲ +26.2%
Year Plans Participants Total Assets
2022 3 1,587 $308M
2023 3 1,474 $351M
2024 3 1,606 $389M

Ethosenergy, Gts Holdings (US), LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN760466008
Plan Effective Date2014-05-06
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Ethosenergy Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ethosenergy Pension Plan for Union Employees, Total assets ($B): 0.006272472 · Participants: 29Ethosenergy Pension Plan for Union EmployeesAT&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
Ethosenergy Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Ethosenergy Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retail Clerks Specialty Stores Pension Plan in CA ($6M); by covered participants it is Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pension Trust in NY (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Ethosenergy Pension Plan for Union Employees assets move in 2022? ▼
Ethosenergy Pension Plan for Union Employees declined sharply - down 25.1% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Ethosenergy, Gts Holdings (US), LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethosenergy, Gts Holdings (US), LLC's sponsor-wide assets grew 26.2%, from $308M to $389M.
Which Defined Benefit (Pension) plans are similar in size to Ethosenergy Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retail Clerks Specialty Stores Pension Plan in CA ($6M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ethosenergy Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pension Trust in NY (29 participants, $13M in assets).