Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees, Southern Region of Teamsters Pension Trust Fund Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
205
Participants Below avg headcount
82nd
Percentile by assets National rank
$174,283
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Region of Teamsters Pension Plan · Sponsored by Trustees, Southern Region of Teamsters Pension Trust Fund · Texas · Finance & Insurance

$36M in assets, 205 participants

Trustees, Southern Region of Teamsters Pension Trust Fund's Southern Region of Teamsters Pension Plan reported $36M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,377 in Finance & Insurance (8,869 peers)

Coverage in Texas

Southern Region of Teamsters Pension Plan covers 205 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#6,377
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southern Region of Teamsters Pension Plan's outsized position by total assets

Southern Region of Teamsters Pension Plan vs every filed plan by assets

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

$35,728,114 Top 18% higher than 82% 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

Southern Region of Teamsters Pension Plan 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. Southern Region of Teamsters Pension Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Region of Teamsters Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southern Region of Teamsters Pension Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Southern Region of Teamsters Pension Plan reported participants fell from 238 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750865705 · Trustees, Southern Region of Teamsters Pension Trust Fund PY 2023 · Defined Benefit (Pension)

Southern Region of Teamsters Pension Plan · $36M · 205 · 82nd

  • PART $36M
  • TYPE 205
  • NET 82nd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Recycling and General Industrial Union Local 108 Pension Fund
  • BOY ind #6377

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 Finance & Insurance retirement plans → · Plans in Texas →

Southern Region of Teamsters Pension Plan in the asset neighbourhood

Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.Pension Plan for Employees o…$36MHauni Richmond, Inc. Pension PlanHauni Richmond, Inc. Pension…$36MSouthern Region of Teamsters Pension PlanSouthern Region of Teamsters…$36MRecycling and General Industrial Union Local 108 Pension FundRecycling and General Indust…$36MC&d Technologies, Inc. Pension PlanC&d Technologies, Inc. Pensi…$36M
End-of-year total assets ($M) among Southern Region of Teamsters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN750865705
Plan Effective Date1960-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Southern Region of Teamsters Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees, Southern Region of Teamsters Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$40M 28.86308989650849% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $40M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 238 $31M
2023 1 205 $36M
2024 1 250 $40M

Nearby Defined Benefit (Pension) Plans in Texas

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

Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southern Region of Teamsters Pension Plan, Total assets ($B): 0.035728114 · Participants: 205Southern Region of Teamsters 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
Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southern Region of Teamsters Pension Plan side-by-side with 3 peers →

Southern Region of Teamsters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Recycling and General Industrial Union Local 108 Pension Fund in NJ ($36M); by covered participants it is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Southern Region of Teamsters Pension Plan assets move in 2023? ▼
Southern Region of Teamsters Pension Plan grew at a solid clip - up 15.0% during 2023, from $31M to $36M. Reported net income was $5M.
How have Trustees, Southern Region of Teamsters Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Southern Region of Teamsters Pension Trust Fund's sponsor-wide assets grew 28.9%, from $31M to $40M.
Where does Southern Region of Teamsters Pension Plan rank by assets among Form 5500 filers? ▼
Southern Region of Teamsters Pension Plan ranks in the 82nd 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 Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Recycling and General Industrial Union Local 108 Pension Fund in NJ ($36M, 317 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (205 participants, $77M 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 750865705.

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.