Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Houston Area Teamsters Pension Fund Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
77
Participants Small participant base
68th
Percentile by assets National rank
$155,914
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Area Teamsters Pension Fund · Sponsored by Board of Trustees Houston Area Teamsters Pension Fund · Texas · Professional & Technical Services

$12M in assets, 77 participants

Board of Trustees Houston Area Teamsters Pension Fund's Houston Area Teamsters Pension Fund reported $12M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,603 in Professional & Technical Services (21,562 peers)

Board of Trustees Houston Area Teamsters Pension Fund multi-year trail

Board of Trustees Houston Area Teamsters Pension Fund's plans moved +13.6% in assets from 2022 to 2024; this filing shows Houston Area Teamsters Pension Fund at $12M / 77 participants.

#14,603
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houston Area Teamsters Pension Fund's outsized position by total assets

Houston Area Teamsters Pension Fund vs every filed plan by assets

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

$12,005,396 Top 32% higher than 68% 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

Houston Area Teamsters Pension Fund among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Area Teamsters Pension Fund is a small filing (77 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 746263976 · Board of Trustees Houston Area Teamsters Pension Fund PY 2022 · Defined Benefit (Pension)

Houston Area Teamsters Pension Fund · $12M · 77 · 68th

  • BOOK $12M
  • BOOK 77
  • BOOK 68th
  • BOOK Defined Benefit (Pension)
  • BOOK near Cohen & Company Cash Balance Plan
  • BOOK ind #14603

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 Professional & Technical Services retirement plans → · Plans in Texas →

Houston Area Teamsters Pension Fund in the asset neighbourhood

Houston Area Teamsters Pension FundHouston Area Teamsters Pensi…$12MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$12MSalaried Employees Pension Plan of Toledo Technologies, Inc.Salaried Employees Pension P…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12M
End-of-year total assets ($M) among Houston Area Teamsters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees Houston Area Teamsters Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Houston Area Teamsters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.648271160734723% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $12M $13.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 77 $12M
2023 1 72 $13M
2024 1 68 $14M

Board of Trustees Houston Area Teamsters Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN746263976
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Houston Area Teamsters Pension Fund, Total assets ($B): 0.012005396 · Participants: 77Houston Area Teamsters Pension FundAT&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
Houston Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Area Teamsters Pension Fund side-by-side with 3 peers →

Houston Area Teamsters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Cohen & Company Cash Balance Plan in OH ($12M); by covered participants it is Meridian Industries Hourly Union Retirement Plan in WI (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Houston Area Teamsters Pension Fund assets move in 2022? ▼
Houston Area Teamsters Pension Fund pulled back noticeably - down 10.4% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Board of Trustees Houston Area Teamsters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Houston Area Teamsters Pension Fund's sponsor-wide assets grew 13.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Houston Area Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cohen & Company Cash Balance Plan in OH ($12M, 172 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Area Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meridian Industries Hourly Union Retirement Plan in WI (77 participants, $4M 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 746263976.

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.