Profit Sharing · DOL Form 5500 · 2023
Transport Workers Union of America Local 513 Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $54,209
- Avg per participant Low balance/head
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.
- #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.
- #2,005
- in Transportation & Warehousing (3,362 peers)
- +5.8%
- assets growth YoY
Transport Workers Union of America Local 513 Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Transport Workers Union of America Local 513 Retirement 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. Transport Workers Union of America Local 513 Retirement Plan sits mid-pack in the medium band (187 participants).
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.
EBSA filing schedule strip
Filing strip 751902075 · Transport Workers Union of America Local 513 PY 2023 · Profit Sharing
Transport Workers Union of America Local 513 Retirement Plan · $10M · 187 · 59th
- SCH $10M
- SCH 187
- SCH 59th
- SCH Profit Sharing
- SCH near Retirement Plan for Employees of Cobble Hill Nursing Home
- SCH ind #2005
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 Texas →
Transport Workers Union of America Local 513 Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $554K |
| Employer EIN | 751902075 |
| Plan Effective Date | 1978-07-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transport Workers Union of America Local 513)
Sponsor-wide plan assets over time
All Transport Workers Union of America Local 513 plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 20.60950447720325% vs 2022
- 2024 filing year
| 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.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Transport Workers Union of America Local 513 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Retirement Plan for Employees of Cobble Hill Nursing Home in NY ($10M); by covered participants it is Technipaq, Inc. 401(k) Profit Sharing Plan in IL (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Technipaq, Inc. 401(k) Profit Sharing Plan (IL) 187 · 0 off
- Psalms, Inc. Retirement Plan (TN) 187 · 0 off
- Polyplex USA LLC 401(k) Plan (AL) 187 · 0 off
- Developmental Disabilities Assoc. of Nj Profit Sharing Plan (NJ) 187 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.