Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Houston Area Teamsters Pension Fund Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
72
Participants Small participant base
65th
Percentile by assets National rank
$184,458
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Area Teamsters Pension Fund · Sponsored by Board of Trustees Houston Area Teamsters Pension Fund · Texas · Professional & Technical Services

$13M in assets, 72 participants

Board of Trustees Houston Area Teamsters Pension Fund's Houston Area Teamsters Pension Fund reported $13M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,994 in Professional & Technical Services (20,321 peers)

Board of Trustees Houston Area Teamsters Pension Fund multi-year trail

Board of Trustees Houston Area Teamsters Pension Fund's plans moved +13.6% in assets from 2022 to 2024; this filing shows Houston Area Teamsters Pension Fund at $13M / 72 participants.

#12,994
in Professional & Technical Services (20,321 peers)
+10.6%
assets growth YoY

Houston Area Teamsters Pension Fund's mid-pack asset rank among Professional & Technical Services and all filers

Houston Area Teamsters Pension Fund vs every filed plan by assets

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

$13,280,955 Top 35% higher than 65% 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

Houston Area Teamsters Pension Fund among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Area Teamsters Pension Fund is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Area Teamsters Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Houston Area Teamsters Pension Fund end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Houston Area Teamsters Pension Fund reported participants fell from 77 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 746263976 · Board of Trustees Houston Area Teamsters Pension Fund PY 2023 · Defined Benefit (Pension)

Houston Area Teamsters Pension Fund · $13M · 72 · 65th

  • EBSA $13M
  • EBSA 72
  • EBSA 65th
  • EBSA Defined Benefit (Pension)
  • EBSA near Nevada Gold Mines LLC - Bargaining Unit Pension Plan
  • EBSA ind #12994

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 Professional & Technical Services retirement plans → · Plans in Texas →

Houston Area Teamsters Pension Fund in the asset neighbourhood

National Cement Company of Alabama Inc. Hourly Pension PlanNational Cement Company of A…$13MTheatrical Stage Employees Union Local No. 27 Defined Benefit PlanTheatrical Stage Employees U…$13MHouston Area Teamsters Pension FundHouston Area Teamsters Pensi…$13MNevada Gold Mines LLC - Bargaining Unit Pension PlanNevada Gold Mines LLC - Barg…$13MCommunity Hospitals of Indiana Replacement PlanCommunity Hospitals of India…$13M
End-of-year total assets ($M) among Houston Area Teamsters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Houston Area Teamsters Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Houston Area Teamsters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.648271160734723% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $12M $13.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 77 $12M
2023 1 72 $13M
2024 1 68 $14M

Board of Trustees Houston Area Teamsters Pension Fund filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN746263976
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Houston Area Teamsters Pension Fund, Total assets ($B): 0.013280955 · Participants: 72Houston Area Teamsters Pension FundAT&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
Houston Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Area Teamsters Pension Fund side-by-side with 3 peers →

Houston Area Teamsters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Nevada Gold Mines LLC - Bargaining Unit Pension Plan in NV ($13M); by covered participants it is Senior Service America, Inc. Staff Pension Plan in MD (72 participants). Same-state nearby plans are listed separately above.

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 Houston Area Teamsters Pension Fund assets move in 2023? ▼
Houston Area Teamsters Pension Fund grew at a solid clip - up 10.6% during 2023, from $12M to $13M. Reported net income was $1M.
How have Board of Trustees Houston Area Teamsters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Houston Area Teamsters Pension Fund's sponsor-wide assets grew 13.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Houston Area Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nevada Gold Mines LLC - Bargaining Unit Pension Plan in NV ($13M, 1,511 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Area Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Senior Service America, Inc. Staff Pension Plan in MD (72 participants, $49M 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 746263976.

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.