Defined Benefit (Pension) · DOL Form 5500 · 2022

American Quarter Horse Association Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
31
Participants Small participant base
88th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Quarter Horse Association Employee Pension Plan · Sponsored by American Quarter Horse Association · Texas · Other Services

$49M in assets, 31 participants

American Quarter Horse Association's American Quarter Horse Association Employee Pension Plan reported $49M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,946 in Other Services (8,398 peers)

Where American Quarter Horse Association Employee Pension Plan sits by assets

American Quarter Horse Association Employee Pension Plan sits in the top quartile of all filed plans by assets, $49M for 31 participants (~$1.6M/participant), up 0.1% in 2022.

#7,946
in Other Services (8,398 peers)
+0.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

American Quarter Horse Association Employee Pension Plan's outsized position by total assets

American Quarter Horse Association Employee Pension Plan vs every filed plan by assets

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

$49,364,012 Top 12% higher than 88% 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

American Quarter Horse Association Employee Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Quarter Horse Association Employee Pension Plan is a small filing (31 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 750725576 · American Quarter Horse Association PY 2022 · Defined Benefit (Pension)

American Quarter Horse Association Employee Pension Plan · $49M · 31 · 88th

  • IND $49M
  • IND 31
  • IND 88th
  • IND Defined Benefit (Pension)
  • IND near Retirement Plan for Non Legal Employees of Stb LLP
  • IND ind #7946

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 →

American Quarter Horse Association Employee Pension Plan in the asset neighbourhood

Univest Financial Corporation Retirement PlanUnivest Financial Corporatio…$49MLocal 99 Pension Plan$49MAmerican Quarter Horse Association Employee Pension PlanAmerican Quarter Horse Assoc…$49MRetirement Plan for Non Legal Employees of Stb LLPRetirement Plan for Non Lega…$49MM.S.S.a.-I.L.a. Pension Plan$49M
End-of-year total assets ($M) among American Quarter Horse Association Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$49M
Net Income$14K
Employer EIN750725576
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Quarter Horse Association)

Sponsor-wide plan assets over time

All American Quarter Horse Association plans reported in each filing year

Latest sponsor-wide plan assets
$17M 72.2665081956459% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $61.3M $17M ▼ -72.3%
Year Plans Participants Total Assets
2022 2 236 $61M
2023 2 225 $69M
2024 1 215 $17M

Nearby Defined Benefit (Pension) Plans in Texas

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

American Quarter Horse Association Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American Quarter Horse Association Employee Pension Plan, Total assets ($B): 0.049364012 · Participants: 31American Quarter Horse Association Employee 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
American Quarter Horse Association Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare American Quarter Horse Association Employee Pension Plan side-by-side with 3 peers →

American Quarter Horse Association Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Non Legal Employees of Stb LLP in NY ($49M); by covered participants it is Nextier Bank Pension Plan in PA (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 American Quarter Horse Association Employee Pension Plan assets move in 2022? ▼
American Quarter Horse Association Employee Pension Plan held essentially flat - up 0.1% during 2022, from $49M to $49M. Reported net income was $14K.
How have American Quarter Horse Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Quarter Horse Association's sponsor-wide assets declined 72.3%, from $61M to $17M.
Where does American Quarter Horse Association Employee Pension Plan rank by assets among Form 5500 filers? ▼
American Quarter Horse Association Employee Pension Plan ranks in the 88th 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 American Quarter Horse Association Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Non Legal Employees of Stb LLP in NY ($49M, 221 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Quarter Horse Association Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nextier Bank Pension Plan in PA (31 participants, $12M 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 750725576.

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.