Defined Benefit (Pension) · DOL Form 5500 · 2023

Interstate Batteries, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
84
Participants Small participant base
76th
Percentile by assets National rank
$292,360
Avg per participant High balance/head
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Official DOL plan name: Interstate Batteries Employees Pension Plan · Sponsored by Interstate Batteries, Inc. · Texas · Wholesale Trade

$25M in assets, 84 participants

Interstate Batteries, Inc.'s Interstate Batteries Employees Pension Plan reported $25M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,694 in Wholesale Trade (6,309 peers)

Where Interstate Batteries Employees Pension Plan sits by assets

Interstate Batteries Employees Pension Plan sits in the top quartile of all filed plans by assets, $25M for 84 participants (~$292,360/participant), down 1.5% in 2023.

#4,694
in Wholesale Trade (6,309 peers)
-1.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Interstate Batteries Employees Pension Plan's outsized position by total assets

Interstate Batteries Employees Pension Plan vs every filed plan by assets

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

$24,558,263 Top 24% higher than 76% 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

Interstate Batteries Employees 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. Interstate Batteries Employees Pension Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interstate Batteries Employees Pension Plan reported net income rose from -$13M in the plan year 2022 filing to -$420K in the plan year 2023 filing.
  • Interstate Batteries Employees Pension Plan reported participants fell from 103 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Interstate Batteries Employees Pension Plan end-of-year assets fell from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462023063 · Interstate Batteries, Inc. PY 2023 · Defined Benefit (Pension)

Interstate Batteries Employees Pension Plan · $25M · 84 · 76th

  • EOY $25M
  • 5500 84
  • ASSETS 76th
  • PCT Defined Benefit (Pension)
  • EIN near The Barton Group Pension Plan
  • RANK ind #4694

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 Wholesale Trade retirement plans → · Plans in Texas →

Interstate Batteries Employees Pension Plan in the asset neighbourhood

Armstrong County Memorial Hospital Retirement Income PlanArmstrong County Memorial Ho…$25MCatholic United Financial Defined Benefit Retirement PlanCatholic United Financial De…$25MInterstate Batteries Employees Pension PlanInterstate Batteries Employe…$25MThe Barton Group Pension Plan$25MJoele Frank, Wilkinson Brimmer Katcher Vip PlanJoele Frank, Wilkinson Brimm…$25M
End-of-year total assets ($M) among Interstate Batteries Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income-$420K
Employer EIN462023063
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Batteries, Inc.)

Sponsor-wide plan assets over time

All Interstate Batteries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$169M 19.404130110954064% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $141M $169M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 1,376 $141M
2023 2 1,280 $151M
2024 2 1,345 $169M

Nearby Defined Benefit (Pension) Plans in Texas

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

Interstate Batteries Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Interstate Batteries Employees Pension Plan, Total assets ($B): 0.024558263 · Participants: 84Interstate Batteries Employees 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
Interstate Batteries Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Interstate Batteries Employees Pension Plan side-by-side with 3 peers →

Interstate Batteries Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is The Barton Group Pension Plan in NY ($25M); by covered participants it is Chemung Canal Trust Company Pension Plan in NY (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Interstate Batteries Employees Pension Plan assets move in 2023? ▼
Interstate Batteries Employees Pension Plan edged down modestly - down 1.5% during 2023, from $25M to $25M. Reported net income was -$420K.
How have Interstate Batteries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Batteries, Inc.'s sponsor-wide assets grew 19.4%, from $141M to $169M.
Where does Interstate Batteries Employees Pension Plan rank by assets among Form 5500 filers? ▼
Interstate Batteries Employees Pension Plan ranks in the 76th 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 Interstate Batteries Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Barton Group Pension Plan in NY ($25M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Interstate Batteries Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chemung Canal Trust Company Pension Plan in NY (84 participants, $47M 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 462023063.

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.