Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

American Quarter Horse Association Employee Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Quarter Horse Association ยท Texas ยท Other Services

What the 2023 filing shows

American Quarter Horse Association Employee Pension Plan holds $49M for 31 participants - about $1.6M per participant, up 0.1% over the 2022 plan year.

$49M
total plan assets (2022 EOY)
31
covered participants
$1.6M
avg assets per participant
+0.1%
assets growth YoY
Total Assets (2023)
$49M
Participants
31
State
Industry
Other Services

What the Filing Says About American Quarter Horse Association Employee Pension Plan

American Quarter Horse Association Employee Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by American Quarter Horse Association, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $49M in total end-of-year assets and covers 31 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 750725576, and the plan has been effective since 1959-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $49M at the beginning of 2022 to $49M at year-end โ€” a gain of 0.1%. Net assets (after liabilities) closed the year at $49M, with reported net income of $14K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (American Quarter Horse Association)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Quarter Horse Association Employee Pension Plan?
As of the 2022 Form 5500 filing, American Quarter Horse Association Employee Pension Plan holds $49M in total assets with 31 participants. It is sponsored by American Quarter Horse Association.
What type of plan is American Quarter Horse Association Employee Pension Plan?
American Quarter Horse Association Employee Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1959-09-01. The plan is filed with the U.S. Department of Labor under EIN 750725576.
Who sponsors the American Quarter Horse Association Employee Pension Plan?
American Quarter Horse Association Employee Pension Plan is sponsored by American Quarter Horse Association, located in Texas. The sponsor's EIN is 750725576 and the plan operates in the Other Services industry.
How did American Quarter Horse Association Employee Pension Plan perform in 2022?
American Quarter Horse Association Employee Pension Plan grew by 0.1% during 2022, moving from $49M to $49M in total assets. Net income was $14K.
Where can I find official filings for American Quarter Horse Association Employee Pension Plan?
Official Form 5500 filings for American Quarter Horse Association Employee Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 750725576 or plan name at efast.dol.gov.
How does American Quarter Horse Association Employee Pension Plan compare to other plans?
You can compare American Quarter Horse Association Employee Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 750725576.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.