Defined Benefit (Pension) · DOL Form 5500 · 2023

Southwest Asbestos Workers Local 94 Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
88
Participants Small participant base
77th
Percentile by assets National rank
$294,101
Avg per participant High balance/head
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Official DOL plan name: Southwest Asbestos Workers Pension Plan · Sponsored by Southwest Asbestos Workers Local 94 · Oklahoma · Construction

$26M in assets, 88 participants

Southwest Asbestos Workers Local 94's Southwest Asbestos Workers Pension Plan reported $26M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,813 in Construction (9,030 peers)

Where Southwest Asbestos Workers Pension Plan sits by assets

Southwest Asbestos Workers Pension Plan sits in the top quartile of all filed plans by assets, $26M for 88 participants (~$294,101/participant), up 12.8% in 2023.

#6,813
in Construction (9,030 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southwest Asbestos Workers Pension Plan's outsized position by total assets

Southwest Asbestos Workers Pension Plan vs every filed plan by assets

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

$25,880,903 Top 23% higher than 77% 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

Southwest Asbestos Workers Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Asbestos Workers Pension Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Asbestos Workers Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Asbestos Workers Pension Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Southwest Asbestos Workers Pension Plan reported participants fell from 90 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 736158924 · Southwest Asbestos Workers Local 94 PY 2023 · Defined Benefit (Pension)

Southwest Asbestos Workers Pension Plan · $26M · 88 · 77th

  • BOY $26M
  • SCH 88
  • EBSA 77th
  • PART Defined Benefit (Pension)
  • TYPE near Hourly Employees Retirement Plan of Bradken, Inc.
  • NET ind #6813

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 Construction retirement plans → · Plans in Oklahoma →

Southwest Asbestos Workers Pension Plan in the asset neighbourhood

The Retirement Benefit Plan for Employees of Aes Ny, L.L.C.The Retirement Benefit Plan …$26MMiner's, Inc. Defined Benefit Pension PlanMiner's, Inc. Defined Benefi…$26MGreene, Tweed & Co., Inc. Pension PlanGreene, Tweed & Co., Inc. Pe…$26MHourly Employees Retirement Plan of Bradken, Inc.Hourly Employees Retirement …$26MSouthwest Asbestos Workers Pension PlanSouthwest Asbestos Workers P…$26M
End-of-year total assets ($M) among Southwest Asbestos Workers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN736158924
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Asbestos Workers Local 94)

Sponsor-wide plan assets over time

All Southwest Asbestos Workers Local 94 plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.24855277630854% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $28.3M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 90 $23M
2023 1 88 $26M
2024 1 94 $28M

Nearby Defined Benefit (Pension) Plans in Oklahoma

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

Southwest Asbestos Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Southwest Asbestos Workers Pension Plan, Total assets ($B): 0.025880903 · Participants: 88Southwest Asbestos Workers Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Southwest Asbestos Workers Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Southwest Asbestos Workers Pension Plan side-by-side with 3 peers →

Southwest Asbestos Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Hourly Employees Retirement Plan of Bradken, Inc. in KS ($26M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Southwest Asbestos Workers Pension Plan assets move in 2023? ▼
Southwest Asbestos Workers Pension Plan grew at a solid clip - up 12.8% during 2023, from $23M to $26M. Reported net income was $3M.
How have Southwest Asbestos Workers Local 94 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Asbestos Workers Local 94's sponsor-wide assets grew 23.2%, from $23M to $28M.
Where does Southwest Asbestos Workers Pension Plan rank by assets among Form 5500 filers? ▼
Southwest Asbestos Workers Pension Plan ranks in the 77th 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 Southwest Asbestos Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hourly Employees Retirement Plan of Bradken, Inc. in KS ($26M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Asbestos Workers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M 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 736158924.

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.