Defined Benefit (Pension) · DOL Form 5500 · 2023

Ethosenergy, Gts Holdings (US), LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
51st
Percentile by assets National rank
$284,295
Avg per participant High balance/head
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Official DOL plan name: Ethosenergy Pension Plan for Union Employees · Sponsored by Ethosenergy, Gts Holdings (US), LLC · Texas · Other Services

$7M in assets, 25 participants

Ethosenergy, Gts Holdings (US), LLC's Ethosenergy Pension Plan for Union Employees reported $7M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,597 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Ethosenergy Pension Plan for Union Employees ranks #5,597 of 7,857 2023 filers by assets (282% of the sector average)-$7M for 25 participants.

#5,597
in Other Services (7,857 peers)
+13.3%
assets growth YoY

Ethosenergy Pension Plan for Union Employees's mid-pack asset rank among Other Services and all filers

Ethosenergy Pension Plan for Union Employees vs every filed plan by assets

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

$7,107,379 Top 49% higher than 51% 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

Ethosenergy Pension Plan for Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethosenergy Pension Plan for Union Employees is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ethosenergy Pension Plan for Union Employees reported net income rose from -$2M in the plan year 2022 filing to $784K in the plan year 2023 filing.
  • Ethosenergy Pension Plan for Union Employees reported participants fell from 29 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Ethosenergy Pension Plan for Union Employees end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760466008 · Ethosenergy, Gts Holdings (US), LLC PY 2023 · Defined Benefit (Pension)

Ethosenergy Pension Plan for Union Employees · $7M · 25 · 51st

  • ASSETS $7M
  • ASSETS 25
  • ASSETS 51st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Hourly Employees' Pension Plan of Rollex Corporation
  • ASSETS ind #5597

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 Other Services retirement plans → · Plans in Texas →

Ethosenergy Pension Plan for Union Employees in the asset neighbourhood

Durham Pension Plan$7MEthosenergy Pension Plan for Union EmployeesEthosenergy Pension Plan for…$7MHourly Employees' Pension Plan of Rollex CorporationHourly Employees' Pension Pl…$7MWestinghouse Pension Plan for Windsor BoilermakersWestinghouse Pension Plan fo…$7MRetirement Plan for Employees of Holsum IncorporatedRetirement Plan for Employee…$7M
End-of-year total assets ($M) among Ethosenergy Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$784K
Employer EIN760466008
Plan Effective Date2014-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethosenergy, Gts Holdings (US), LLC)

Sponsor-wide plan assets over time

All Ethosenergy, Gts Holdings (US), LLC plans reported in each filing year

Latest sponsor-wide plan assets
$389M 26.181807567395964% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $308M $389M ▲ +26.2%
Year Plans Participants Total Assets
2022 3 1,587 $308M
2023 3 1,474 $351M
2024 3 1,606 $389M

Nearby Defined Benefit (Pension) Plans in Texas

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

Ethosenergy Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ethosenergy Pension Plan for Union Employees, Total assets ($B): 0.007107379 · Participants: 25Ethosenergy Pension Plan for Union EmployeesAT&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
Ethosenergy Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Ethosenergy Pension Plan for Union Employees side-by-side with 3 peers →

Ethosenergy Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Hourly Employees' Pension Plan of Rollex Corporation in IL ($7M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Ethosenergy Pension Plan for Union Employees assets move in 2023? ▼
Ethosenergy Pension Plan for Union Employees grew at a solid clip - up 13.3% during 2023, from $6M to $7M. Reported net income was $784K.
How have Ethosenergy, Gts Holdings (US), LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethosenergy, Gts Holdings (US), LLC's sponsor-wide assets grew 26.2%, from $308M to $389M.
Which Defined Benefit (Pension) plans are similar in size to Ethosenergy Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hourly Employees' Pension Plan of Rollex Corporation in IL ($7M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ethosenergy Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A 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 760466008.

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.