Defined Benefit (Pension) · DOL Form 5500 · 2023

Twu-Westchester Private Bus Lines Pension Trust Pension Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size
743
Participants Near avg headcount
95th
Percentile by assets National rank
$266,116
Avg per participant High balance/head
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Official DOL plan name: Twu-Westchester Private Bus Lines Pension Trust · Sponsored by Twu-Westchester Private Bus Lines Pension Trust · New Jersey · Transportation & Warehousing

$198M in assets, 743 participants

Twu-Westchester Private Bus Lines Pension Trust's Twu-Westchester Private Bus Lines Pension Trust reported $198M in total assets and 743 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,132 in Transportation & Warehousing (3,362 peers)

Where Twu-Westchester Private Bus Lines Pension Trust sits by assets

Twu-Westchester Private Bus Lines Pension Trust sits in the top 5% of all filed plans by assets, $198M for 743 participants (~$266,116/participant), up 2.6% in 2023.

#3,132
in Transportation & Warehousing (3,362 peers)
+2.6%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Twu-Westchester Private Bus Lines Pension Trust's outsized position by total assets

Twu-Westchester Private Bus Lines Pension Trust vs every filed plan by assets

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

$197,724,314 Top 5% higher than 95% 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

Twu-Westchester Private Bus Lines Pension 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. Twu-Westchester Private Bus Lines Pension Trust sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Twu-Westchester Private Bus Lines Pension Trust reported net income rose from -$23M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Twu-Westchester Private Bus Lines Pension Trust reported participants rose from 724 in the plan year 2022 filing to 743 in the plan year 2023 filing.
  • Twu-Westchester Private Bus Lines Pension Trust end-of-year assets rose from $193M in the plan year 2022 filing to $198M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 136580055 · Twu-Westchester Private Bus Lines Pension Trust PY 2023 · Defined Benefit (Pension)

Twu-Westchester Private Bus Lines Pension Trust · $198M · 743 · 95th

  • ASSETS $198M
  • PCT 743
  • EIN 95th
  • RANK Defined Benefit (Pension)
  • PHOTO near Trustage Pension Plan for Represented Employees
  • IND ind #3132

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 New Jersey →

Twu-Westchester Private Bus Lines Pension Trust in the asset neighbourhood

Alaska United Food & Commercial Workers Pension FundAlaska United Food & Commerc…$198MTwu-Westchester Private Bus Lines Pension TrustTwu-Westchester Private Bus …$198MTrustage Pension Plan for Represented EmployeesTrustage Pension Plan for Re…$198MUnited Association General Officers and Employees Pension FundUnited Association General O…$197MKloeckner Metals Defined Benefit PlanKloeckner Metals Defined Ben…$197M
End-of-year total assets ($M) among Twu-Westchester Private Bus Lines Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$197M
Net Income$5M
Employer EIN136580055
Plan Effective Date1973-02-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Twu-Westchester Private Bus Lines Pension Trust)

Sponsor-wide plan assets over time

All Twu-Westchester Private Bus Lines Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$209M 8.663757536300725% vs 2022
2024 filing year
$190M$200M$210M$220M 202220232024 $193M $209M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 724 $193M
2023 1 743 $198M
2024 1 750 $209M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Twu-Westchester Private Bus Lines Pension Trust vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Twu-Westchester Private Bus Lines Pension Trust, Total assets ($B): 0.197724314 · Participants: 743Twu-Westchester Private Bus Lines Pension TrustRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Twu-Westchester Private Bus Lines Pension Trust vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Twu-Westchester Private Bus Lines Pension Trust side-by-side with 3 peers →

Twu-Westchester Private Bus Lines Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Trustage Pension Plan for Represented Employees in WI ($198M); by covered participants it is Teamsters' Local 301 Pension Plan in IL (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Twu-Westchester Private Bus Lines Pension Trust assets move in 2023? ▼
Twu-Westchester Private Bus Lines Pension Trust edged up modestly - up 2.6% during 2023, from $193M to $198M. Reported net income was $5M.
How have Twu-Westchester Private Bus Lines Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twu-Westchester Private Bus Lines Pension Trust's sponsor-wide assets grew 8.7%, from $193M to $209M.
Where does Twu-Westchester Private Bus Lines Pension Trust rank by assets among Form 5500 filers? ▼
Twu-Westchester Private Bus Lines Pension Trust ranks in the 95th 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 Twu-Westchester Private Bus Lines Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Trustage Pension Plan for Represented Employees in WI ($198M, 455 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Twu-Westchester Private Bus Lines Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters' Local 301 Pension Plan in IL (743 participants, $429M 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 136580055.

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.