Defined Benefit (Pension) · DOL Form 5500 · 2023

Southwestern Exposition and Livestock Show Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
22
Participants Small participant base
70th
Percentile by assets National rank
$782,207
Avg per participant High balance/head
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Official DOL plan name: Southwestern Exposition and Livestock Show Pension Plan · Sponsored by Southwestern Exposition and Livestock Show · Texas · Arts, Entertainment & Recreation

$17M in assets, 22 participants

Southwestern Exposition and Livestock Show's Southwestern Exposition and Livestock Show Pension Plan reported $17M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,405 in Arts, Entertainment & Recreation (2,945 peers)

Southwestern Exposition and Livestock Show multi-year trail

Southwestern Exposition and Livestock Show's plans moved +12.7% in assets from 2022 to 2023; this filing shows Southwestern Exposition and Livestock Show Pension Plan at $17M / 22 participants.

#2,405
in Arts, Entertainment & Recreation (2,945 peers)
+12.7%
assets growth YoY

Southwestern Exposition and Livestock Show Pension Plan's outsized position by total assets

Southwestern Exposition and Livestock Show Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,208,557 Top 30% higher than 70% of 127,068 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 2023

Southwestern Exposition and Livestock Show Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Exposition and Livestock Show Pension Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern Exposition and Livestock Show Pension Plan reported net income rose from -$897K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwestern Exposition and Livestock Show Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Southwestern Exposition and Livestock Show Pension Plan reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750575065 · Southwestern Exposition and Livestock Show PY 2023 · Defined Benefit (Pension)

Southwestern Exposition and Livestock Show Pension Plan · $17M · 22 · 70th

  • RANK $17M
  • RANK 22
  • RANK 70th
  • RANK Defined Benefit (Pension)
  • RANK near Estate of William G. Helis Retirement Plan
  • RANK ind #2405

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Southwestern Exposition and Livestock Show Pension Plan in the asset neighbourhood

Estate of William G. Helis Retirement PlanEstate of William G. Helis R…$17MSouthwestern Exposition and Livestock Show Pension PlanSouthwestern Exposition and …$17MChevron-Meba Marine Pension PlanChevron-Meba Marine Pension …$17MSt Louis Community Credit Union Cash Balance Retirement Pension PlanSt Louis Community Credit Un…$17MVisiting Nurse Association in Middlesex County Pension PlanVisiting Nurse Association i…$17M
End-of-year total assets ($M) among Southwestern Exposition and Livestock Show Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Southwestern Exposition and Livestock Show multi-year asset trail

Sponsor-wide plan assets over time

All Southwestern Exposition and Livestock Show plans reported in each filing year

Latest sponsor-wide plan assets
$17M 12.656304909005875% vs 2022
2023 filing year
$15M$16M$17M$18M 20222023 $15.3M $17.2M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 20 $15M
2023 1 22 $17M

Southwestern Exposition and Livestock Show filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN750575065
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Southwestern Exposition and Livestock Show Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southwestern Exposition and Livestock Show Pension Plan, Total assets ($B): 0.017208557 · Participants: 22Southwestern Exposition and Livestock Show Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Southwestern Exposition and Livestock Show Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southwestern Exposition and Livestock Show Pension Plan side-by-side with 3 peers →

Southwestern Exposition and Livestock Show Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Estate of William G. Helis Retirement Plan in LA ($17M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwestern Exposition and Livestock Show Pension Plan assets move in 2023? ▼
Southwestern Exposition and Livestock Show Pension Plan grew at a solid clip - up 12.7% during 2023, from $15M to $17M. Reported net income was $2M.
How have Southwestern Exposition and Livestock Show plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southwestern Exposition and Livestock Show's sponsor-wide assets grew 12.7%, from $15M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Southwestern Exposition and Livestock Show Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Estate of William G. Helis Retirement Plan in LA ($17M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwestern Exposition and Livestock Show Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750575065.

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.