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
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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.

  • #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

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

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.

See the national 2022→2023 release diff →

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

Service Tool Co., LLC Retirement PlanService Tool Co., LLC Retire…$10MTransport Workers Union of America Local 513 Retirement PlanTransport Workers Union of A…$10MRetirement Plan for Employees of Cobble Hill Nursing HomeRetirement Plan for Employee…$10MBoston Senior Home Care, Inc 403(b) Retirement PlanBoston Senior Home Care, Inc…$10MDresser Argus Retirement Plan$10M
End-of-year total assets ($M) among Transport Workers Union of America Local 513 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

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
$7M$8M$9M$10M$11M 202220232024 $9.58M $7.61M ▼ -20.6%
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 ($B) Participants Transport Workers Union of America Local 513 Retirement Plan, Total assets ($B): 0.010137175 · Participants: 187Transport Workers Union of America Local 513 Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Transport Workers Union of America Local 513 Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 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).
Which Profit Sharing plans cover a similar participant headcount to Transport Workers Union of America Local 513 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Technipaq, Inc. 401(k) Profit Sharing Plan in IL (187 participants, $6M in assets).