Defined Benefit (Pension) · DOL Form 5500 · 2023

Siu Rivers Pension Trust C/O Zenith American Solutions Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
34
Participants Small participant base
88th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Siu Rivers Pension Trust · Sponsored by Siu Rivers Pension Trust C/O Zenith American Solutions · Missouri · Transportation & Warehousing

$64M in assets, 34 participants

Siu Rivers Pension Trust C/O Zenith American Solutions's Siu Rivers Pension Trust reported $64M in total assets and 34 participants in its 2023 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.

  • #2,881 in Transportation & Warehousing (3,362 peers)

Where Siu Rivers Pension Trust sits by assets

Siu Rivers Pension Trust sits in the top quartile of all filed plans by assets, $64M for 34 participants (~$1.9M/participant), up 9.1% in 2023.

#2,881
in Transportation & Warehousing (3,362 peers)
+9.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Siu Rivers Pension Trust's outsized position by total assets

Siu Rivers Pension Trust vs every filed plan by assets

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

$64,207,023 Top 12% higher than 88% 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

Siu Rivers Pension Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siu Rivers Pension Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siu Rivers Pension Trust reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Siu Rivers Pension Trust reported participants fell from 46 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Siu Rivers Pension Trust end-of-year assets rose from $59M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 436164058 · Siu Rivers Pension Trust C/O Zenith American Solutions PY 2023 · Defined Benefit (Pension)

Siu Rivers Pension Trust · $64M · 34 · 88th

  • PCT $64M
  • PCT 34
  • PCT 88th
  • PCT Defined Benefit (Pension)
  • PCT near Uanpf Staff Retirement Plan
  • PCT ind #2881

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 Transportation & Warehousing retirement plans → · Plans in Missouri →

Siu Rivers Pension Trust in the asset neighbourhood

Uanpf Staff Retirement Plan$64MSuburban Hospital, Inc. Retirement Income PlanSuburban Hospital, Inc. Reti…$64MSiu Rivers Pension Trust$64MThe New York Philharmonic Orchestra Pension PlanThe New York Philharmonic Or…$64MIBEW Local 505 NECA Pension PlanIBEW Local 505 NECA Pension …$64M
End-of-year total assets ($M) among Siu Rivers Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$64M
Net Income$5M
Employer EIN436164058
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siu Rivers Pension Trust C/O Zenith American Solutions)

Sponsor-wide plan assets over time

All Siu Rivers Pension Trust C/O Zenith American Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$69M 18.00425353050882% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $58.9M $69.5M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 46 $59M
2023 1 34 $64M
2024 1 38 $69M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Siu Rivers Pension Trust vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Siu Rivers Pension Trust, Total assets ($B): 0.064207023 · Participants: 34Siu Rivers Pension TrustBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Siu Rivers Pension Trust vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

Siu Rivers Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Uanpf Staff Retirement Plan in VA ($64M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Siu Rivers Pension Trust assets move in 2023?
Siu Rivers Pension Trust grew at a solid clip - up 9.1% during 2023, from $59M to $64M. Reported net income was $5M.
How have Siu Rivers Pension Trust C/O Zenith American Solutions plan assets changed over time?
Across 3 plan years on file (2022-2024), Siu Rivers Pension Trust C/O Zenith American Solutions's sponsor-wide assets grew 18.0%, from $59M to $69M.
Where does Siu Rivers Pension Trust rank by assets among Form 5500 filers?
Siu Rivers Pension Trust ranks in the 88th 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 Siu Rivers Pension Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Uanpf Staff Retirement Plan in VA ($64M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Siu Rivers Pension Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants, $7M in assets).