Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Central States, Se and Sw Areas Pension Fund Pension Plan

Data updated 2026-08-25

$49.7B
Total assets Mega-plan scale
48,538
Participants Very large workforce
100th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Central States, Southeast & Southwest Areas Pension Plan · Sponsored by Trustees of Central States, Se and Sw Areas Pension Fund · Illinois · Transportation & Warehousing

$49.7B in assets, 48,538 participants

Trustees of Central States, Se and Sw Areas Pension Fund's Central States, Southeast & Southwest Areas Pension Plan reported $49.7B in total assets and 48,538 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,361 in Transportation & Warehousing (3,362 peers)

Coverage in Illinois

Central States, Southeast & Southwest Areas Pension Plan covers 48,538 participants in Illinois, 62x the typical Illinois plan (state average ~779 per filing). Assets: $49.7B.

#3,361
in Transportation & Warehousing (3,362 peers)
+16.5%
assets growth YoY
498×
vs typical plan assets (national mean)

Central States, Southeast & Southwest Areas Pension Plan's outsized position by total assets

Central States, Southeast & Southwest Areas Pension Plan vs every filed plan by assets

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

$49,680,270,595 Highest reported value at or above every one 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

Central States, Southeast & Southwest Areas Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Central States, Southeast & Southwest Areas Pension Plan is a mega filing (48,538 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Central States, Southeast & Southwest Areas Pension Plan reported net income fell from $33.3B in the plan year 2022 filing to $296M in the plan year 2023 filing.
  • Central States, Southeast & Southwest Areas Pension Plan end-of-year assets rose from $42.6B in the plan year 2022 filing to $49.7B in the plan year 2023 filing.
  • Central States, Southeast & Southwest Areas Pension Plan reported participants fell from 50,096 in the plan year 2022 filing to 48,538 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366044243 · Trustees of Central States, Se and Sw Areas Pension Fund PY 2023 · Defined Benefit (Pension)

Central States, Southeast & Southwest Areas Pension Plan · $49.7B · 48,538 · 100th

  • 5500 $49.7B
  • 5500 48,538
  • 5500 100th
  • 5500 Defined Benefit (Pension)
  • 5500 near General Motors Hourly-Rate Employees Pension Plan
  • 5500 ind #3361

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 Illinois →

Central States, Southeast & Southwest Areas Pension Plan in the asset neighbourhood

Western Conference of Teamsters Pension PlanWestern Conference of Teamst…$57.4BCentral States, Southeast & Southwest Areas Pension PlanCentral States, Southeast & …$49.7BGeneral Motors Hourly-Rate Employees Pension PlanGeneral Motors Hourly-Rate E…$44.8BRtx Consolidated Pension Plan$43.8BKaiser Permanente Retirement PlanKaiser Permanente Retirement…$33.5B
End-of-year total assets ($B) among Central States, Southeast & Southwest Areas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$42.6B
Net Assets (End of Year)$41.8B
Net Income$296M
Employer EIN366044243
Plan Effective Date1955-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Central States, Se and Sw Areas Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Central States, Se and Sw Areas Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$48.2B 13.115106351305315% vs 2022
2024 filing year
$40B$45B$50B$55B 202220232024 $42.6B $48.2B ▲ +13.1%
Year Plans Participants Total Assets
2022 1 50,096 $42.6B
2023 1 48,538 $49.7B
2024 1 36,799 $48.2B

Nearby Defined Benefit (Pension) Plans in Illinois

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

Central States, Southeast & Southwest Areas Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 0102030405060 Total assets ($B) Participants Central States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement PlanExelon Corporation Retirement Program, Total assets ($B): 6.380359647 · Participants: 9116Exelon Corporation Retirement Program
Central States, Southeast & Southwest Areas Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Central States, Southeast & Southwest Areas Pension Plan side-by-side with 3 peers →

Scale composition for Central States, Southeast & Southwest Areas Pension Plan

Central States, Southeast & Southwest Areas Pension Plan reports $49.7B in end-of-year assets across 48,538 participants (0.40% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.052% of 93,925,755 covered participants) - about $1.0M per participant (7.4x the national average assets-per-participant) . Net income for plan year 2023 was $296M.

This plan identity (EIN 366044243, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $42.6B to $48.2B (+13.1%) while covered participants moved from 50,096 to 36,799 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 50,096 $42.6B Open filing
2023 48,538 $49.7B This page
2024 · index core 36,799 $48.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Central States, Southeast & Southwest Areas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is General Motors Hourly-Rate Employees Pension Plan in MI ($44.8B); by covered participants it is Kaiser Permanente Retirement Plan for Scpmg in CA (47,418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (48,538 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 Central States, Southeast & Southwest Areas Pension Plan assets move in 2023? ▼
Central States, Southeast & Southwest Areas Pension Plan grew sharply - up 16.5% during 2023, from $42.6B to $49.7B. Reported net income was $296M.
How have Trustees of Central States, Se and Sw Areas Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Central States, Se and Sw Areas Pension Fund's sponsor-wide assets grew 13.1%, from $42.6B to $48.2B.
Where does Central States, Southeast & Southwest Areas Pension Plan rank by assets among Form 5500 filers? ▼
Central States, Southeast & Southwest Areas Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Central States, Southeast & Southwest Areas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is General Motors Hourly-Rate Employees Pension Plan in MI ($44.8B, 17,959 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Central States, Southeast & Southwest Areas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kaiser Permanente Retirement Plan for Scpmg in CA (47,418 participants, $7.7B 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 366044243.

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.