Defined Benefit (Pension) · DOL Form 5500 · 2023

New Development Holdings, LLC Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
37
Participants Small participant base
77th
Percentile by assets National rank
$717,547
Avg per participant High balance/head
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Official DOL plan name: New Development Holdings, LLC Union Retirement Plan · Sponsored by New Development Holdings, LLC · Texas · Utilities

$27M in assets, 37 participants

New Development Holdings, LLC's New Development Holdings, LLC Union Retirement Plan reported $27M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #290 in Utilities (721 peers)

Utilities sector rank

Within Utilities, New Development Holdings, LLC Union Retirement Plan ranks #290 of 721 2023 filers by assets (2022% of the sector average)-$27M for 37 participants.

#290
in Utilities (721 peers)
+3.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Development Holdings, LLC Union Retirement Plan's outsized position by total assets

New Development Holdings, LLC Union Retirement Plan vs every filed plan by assets

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

$26,549,246 Top 23% higher than 77% 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

New Development Holdings, LLC Union Retirement 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. New Development Holdings, LLC Union Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Development Holdings, LLC Union Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $862K in the plan year 2023 filing.
  • New Development Holdings, LLC Union Retirement Plan reported participants fell from 45 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • New Development Holdings, LLC Union Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270509754 · New Development Holdings, LLC PY 2023 · Defined Benefit (Pension)

New Development Holdings, LLC Union Retirement Plan · $27M · 37 · 77th

  • PHOTO $27M
  • IND 37
  • EOY 77th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Avangrid Renewables LLC Retirement Plan
  • PCT ind #290

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 Utilities retirement plans → · Plans in Texas →

New Development Holdings, LLC Union Retirement Plan in the asset neighbourhood

New Development Holdings, LLC Union Retirement PlanNew Development Holdings, LL…$27MAvangrid Renewables LLC Retirement PlanAvangrid Renewables LLC Reti…$27MChamplain National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemChamplain National Bank Pens…$27MColumbia College Chicago Pension PlanColumbia College Chicago Pen…$27MThe Allied Irish Bank Pension Plan and TrustThe Allied Irish Bank Pensio…$27M
End-of-year total assets ($M) among New Development Holdings, LLC Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$862K
Employer EIN270509754
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Development Holdings, LLC)

Sponsor-wide plan assets over time

All New Development Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 5.722502500862689% vs 2022
2024 filing year
$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.7M $27.2M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 45 $26M
2023 1 37 $27M
2024 1 30 $27M

Nearby Defined Benefit (Pension) Plans in Texas

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

New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants New Development Holdings, LLC Union Retirement Plan, Total assets ($B): 0.026549246 · Participants: 37New Development Holdings, LLC Union Retirement 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
New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare New Development Holdings, LLC Union Retirement Plan side-by-side with 3 peers →

New Development Holdings, LLC Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Avangrid Renewables LLC Retirement Plan in CT ($27M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 New Development Holdings, LLC Union Retirement Plan assets move in 2023? ▼
New Development Holdings, LLC Union Retirement Plan edged up modestly - up 3.4% during 2023, from $26M to $27M. Reported net income was $862K.
How have New Development Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Development Holdings, LLC's sponsor-wide assets grew 5.7%, from $26M to $27M.
Where does New Development Holdings, LLC Union Retirement Plan rank by assets among Form 5500 filers? ▼
New Development Holdings, LLC Union Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avangrid Renewables LLC Retirement Plan in CT ($27M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 270509754.

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.