Profit Sharing · DOL Form 5500 · 2023

Transport Workers Union of America Local 513 Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
187
Participants
59th
Percentile by assets
$54,209
Avg per participant
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Official DOL plan name: Transport Workers Union of America Local 513 Retirement Plan · Sponsored by Transport Workers Union of America Local 513 · Texas · Transportation & Warehousing

$10M in assets, 187 participants

Transport Workers Union of America Local 513's Transport Workers Union of America Local 513 Retirement Plan reported $10M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • 59th percentile by assets (of 127,072 plans)
  • #2,005 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Transport Workers Union of America Local 513 Retirement Plan covers 187 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $10M.

$10M
total plan assets (2023 EOY)
187
covered participants
59th
percentile by assets (of 127,072 plans)
$54,209
avg assets per participant

Where Transport Workers Union of America Local 513 Retirement Plan sits by total assets

Transport Workers Union of America Local 513 Retirement Plan vs every filed plan by assets

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

$10,137,175 Top 41% higher than 59% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transport Workers Union of America Local 513 Retirement Plan reported net income rose from -$660K in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • Transport Workers Union of America Local 513 Retirement Plan reported participants rose from 158 in the plan year 2022 filing to 187 in the plan year 2023 filing.
  • Transport Workers Union of America Local 513 Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Transportation & Warehousing

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Transport Workers Union of America Local 513 Retirement Plan reports 187 participants - about 27% of that state average ($10M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$554K
Employer EIN751902075
Plan Effective Date1978-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Transport Workers Union of America Local 513)

$7M$8M$9M$10M$11M 202220232024 $9.58M $7.61M ▼ -20.6%
Total plan assets by year, all Transport Workers Union of America Local 513 plans on file
Year Plans Participants Total Assets
2022 1 158 $10M
2023 1 187 $10M
2024 1 234 $8M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Transport Workers Union of America Local 513 Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Transport Workers Un…, Total assets ($B): 0.010137175 · Participants: 187Transport Workers Un…Southwest Airlines C…, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines C…Baylor College of Me…, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Me…H-E-B Partner Stock …, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock …The Defined Contribu…, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribu…American Heart Assoc…, Total assets ($B): 0.456894615 · Participants: 3455American Heart Assoc…
Transport Workers Union of America Local 513 Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Transport Workers Union of America Local… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Transport Workers Union of America Local 513 Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Transport Workers Union of America Local 513 Retirement Plan assets move in 2023? ▼
Transport Workers Union of America Local 513 Retirement Plan grew at a solid clip - up 5.8% during 2023, from $10M to $10M. Reported net income was $554K.
How have Transport Workers Union of America Local 513 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transport Workers Union of America Local 513's sponsor-wide assets declined 20.6%, from $10M to $8M.
Which Profit Sharing plans are similar in size to Transport Workers Union of America Local 513 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Employees of Cobble Hill Nursing Home in NY ($10M, 69 participants).

Next read for Transport Workers Union of America Local…

Filing takeaways

Ways to act on Transport Workers Union of America Local 513 Retirement Plan's numbers.

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 751902075.

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.