Defined Benefit (Pension) · DOL Form 5500 · 2023

Houston Pilots Pension Plan

Data updated 2026-08-25

$354M
Total assets Above avg plan size
129
Participants Small participant base
97th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Houston Pilots Retirement Plan and Trust · Sponsored by Houston Pilots · Texas · Transportation & Warehousing

$354M in assets, 129 participants

Houston Pilots's Houston Pilots Retirement Plan and Trust reported $354M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,207 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Houston Pilots Retirement Plan and Trust covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $354M.

#3,207
in Transportation & Warehousing (3,362 peers)
+10.8%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Houston Pilots Retirement Plan and Trust's outsized position by total assets

Houston Pilots Retirement Plan and Trust vs every filed plan by assets

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

$353,616,433 Top 3% higher than 97% 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

Houston Pilots Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Pilots Retirement Plan and Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Pilots Retirement Plan and Trust reported net income rose from -$86M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Houston Pilots Retirement Plan and Trust end-of-year assets rose from $319M in the plan year 2022 filing to $354M in the plan year 2023 filing.
  • Houston Pilots Retirement Plan and Trust reported participants fell from 134 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760289736 · Houston Pilots PY 2023 · Defined Benefit (Pension)

Houston Pilots Retirement Plan and Trust · $354M · 129 · 97th

  • PART $354M
  • TYPE 129
  • NET 97th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Weil, Gotshal & Manges Partners' Defined Benefit Plan
  • BOY ind #3207

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 Texas →

Houston Pilots Retirement Plan and Trust in the asset neighbourhood

El Camino Hospital Cash Balance PlanEl Camino Hospital Cash Bala…$354MLexmark Retirement Growth Account PlanLexmark Retirement Growth Ac…$354MWeil, Gotshal & Manges Partners' Defined Benefit PlanWeil, Gotshal & Manges Partn…$354MHouston Pilots Retirement Plan and TrustHouston Pilots Retirement Pl…$354MLocal Union No. 124 I. B. E. W. Pension Trust FundLocal Union No. 124 I. B. E.…$353M
End-of-year total assets ($M) among Houston Pilots Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$319M
Net Assets (End of Year)$354M
Net Income$35M
Employer EIN760289736
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Pilots)

Sponsor-wide plan assets over time

All Houston Pilots plans reported in each filing year

Latest sponsor-wide plan assets
$500M 17.241975265406854% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $426M $500M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 258 $426M
2023 2 255 $475M
2024 2 266 $500M

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Pilots Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Houston Pilots Retirement Plan and Trust, Total assets ($B): 0.353616433 · Participants: 129Houston Pilots Retirement Plan and TrustAT&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
Houston Pilots Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Pilots Retirement Plan and Trust side-by-side with 3 peers →

Houston Pilots Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Weil, Gotshal & Manges Partners' Defined Benefit Plan in NY ($354M); by covered participants it is Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan in OH (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Houston Pilots Retirement Plan and Trust assets move in 2023? ▼
Houston Pilots Retirement Plan and Trust grew at a solid clip - up 10.8% during 2023, from $319M to $354M. Reported net income was $35M.
How have Houston Pilots plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Pilots's sponsor-wide assets grew 17.2%, from $426M to $500M.
Where does Houston Pilots Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Houston Pilots Retirement Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Houston Pilots Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Weil, Gotshal & Manges Partners' Defined Benefit Plan in NY ($354M, 126 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Pilots Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance Plan in OH (129 participants, $12M 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 760289736.

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.