Profit Sharing · DOL Form 5500 · 2022

Transport Workers Union of America Local 513 Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
158
Participants Small participant base
64th
Percentile by assets National rank
$60,650
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transport Workers Union of America Local 513 Retirement Plan · Sponsored by Transport Workers Union of America Local 513 · Texas · Transportation & Warehousing

$10M in assets, 158 participants

Transport Workers Union of America Local 513's Transport Workers Union of America Local 513 Retirement Plan reported $10M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,579 in Transportation & Warehousing (3,876 peers)

Coverage in Texas

Transport Workers Union of America Local 513 Retirement Plan covers 158 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#2,579
in Transportation & Warehousing (3,876 peers)
-6.4%
assets change YoY

The plan reported a net loss of $660K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transport Workers Union of America Local 513 Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Transport Workers Union of America Local 513 Retirement Plan vs every filed plan by assets

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

$9,582,768 Top 36% higher than 64% 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

Transport Workers Union of America Local 513 Retirement 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. Transport Workers Union of America Local 513 Retirement Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 751902075 · Transport Workers Union of America Local 513 PY 2022 · Profit Sharing

Transport Workers Union of America Local 513 Retirement Plan · $10M · 158 · 64th

  • EIN $10M
  • EIN 158
  • EIN 64th
  • EIN Profit Sharing
  • EIN near American Vacuum Company Profit Sharing Plan
  • EIN ind #2579

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Transport Workers Union of America Local 513 Retirement Plan in the asset neighbourhood

American Vacuum Company Profit Sharing PlanAmerican Vacuum Company Prof…$10MThe Rf & F Employee Profit Sharing PlanThe Rf & F Employee Profit S…$10MTransport Workers Union of America Local 513 Retirement PlanTransport Workers Union of A…$10MIntermountain Ear, Nose & Throat Associates, LLC Profit Sharing PlanIntermountain Ear, Nose & Th…$10MBurch Oil Co., Inc. 401(k) Profit Sharing PlanBurch Oil Co., Inc. 401(k) P…$10M
End-of-year total assets ($M) among Transport Workers Union of America Local 513 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$660K
Employer EIN751902075
Plan Effective Date1978-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Transport Workers Union of America Local 513)

Sponsor-wide plan assets over time

All Transport Workers Union of America Local 513 plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.60950447720325% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $9.58M $7.61M ▼ -20.6%
Year Plans Participants Total Assets
2022 1 158 $10M
2023 1 187 $10M
2024 1 234 $8M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Transport Workers Union of America Local 513 Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Transport Workers Union of America Local 513 Retirement Plan, Total assets ($B): 0.009582768 · Participants: 158Transport Workers Union of America Local 513 Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Transport Workers Union of America Local 513 Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Transport Workers Union of America Local 513 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is American Vacuum Company Profit Sharing Plan in IL ($10M); by covered participants it is First Palmetto Bank Retirement Plan in SC (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Transport Workers Union of America Local 513 Retirement Plan assets move in 2022?
Transport Workers Union of America Local 513 Retirement Plan pulled back noticeably - down 6.4% during 2022, from $10M to $10M. Reported net income was -$660K.
How have Transport Workers Union of America Local 513 plan assets changed over time?
Across 3 plan years on file (2022-2024), Transport Workers Union of America Local 513's sponsor-wide assets declined 20.6%, from $10M to $8M.
Which Profit Sharing plans are similar in size to Transport Workers Union of America Local 513 Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is American Vacuum Company Profit Sharing Plan in IL ($10M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Transport Workers Union of America Local 513 Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is First Palmetto Bank Retirement Plan in SC (158 participants, $14M in assets).