Defined Benefit (Pension) · DOL Form 5500 · 2023

Houston Pilots Pension Plan

Data updated 2026-08-11

$354M
Total assets
129
Participants
97th
Percentile by assets
$2.7M
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$354M
total plan assets (2023 EOY)
129
covered participants
97th
percentile by assets (of 127,072 plans)
$2.7M
avg assets per participant

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 →

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Houston Pilots Retirement Plan and Trust reports 129 participants - about 19% of that state average ($354M EOY assets).

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)

$400M$450M$500M$550M 202220232024 $426M $500M ▲ +17.2%
Total plan assets by year, all Houston Pilots plans on file
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

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 Retir…AT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Houston Pilots Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Houston Pilots Retirement Plan and Trust by total assets, not by location.

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).

Next read for Houston Pilots Retirement Plan and Trust

Filing takeaways

Ways to act on Houston Pilots Retirement Plan and Trust's numbers.