Defined Benefit (Pension) · DOL Form 5500 · 2023

Pioneer Valley Transit Authority Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
70
Participants Small participant base
76th
Percentile by assets National rank
$354,575
Avg per participant High balance/head
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Official DOL plan name: Transit Employees Retirement Plan · Sponsored by Pioneer Valley Transit Authority · Massachusetts · Transportation & Warehousing

$25M in assets, 70 participants

Pioneer Valley Transit Authority's Transit Employees Retirement Plan reported $25M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,535 in Transportation & Warehousing (3,362 peers)

Where Transit Employees Retirement Plan sits by assets

Transit Employees Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 70 participants (~$354,575/participant), up 2.1% in 2023.

#2,535
in Transportation & Warehousing (3,362 peers)
+2.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Transit Employees Retirement Plan's outsized position by total assets

Transit Employees Retirement Plan vs every filed plan by assets

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

$24,820,224 Top 24% higher than 76% 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

Transit Employees Retirement 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. Transit Employees Retirement Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transit Employees Retirement Plan reported net income fell from $685K in the plan year 2022 filing to $508K in the plan year 2023 filing.
  • Transit Employees Retirement Plan reported participants fell from 73 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Transit Employees Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042562370 · Pioneer Valley Transit Authority PY 2023 · Defined Benefit (Pension)

Transit Employees Retirement Plan · $25M · 70 · 76th

  • NET $25M
  • NET 70
  • NET 76th
  • NET Defined Benefit (Pension)
  • NET near St. Mary's Home for Disabled Children Retirement Plan
  • NET ind #2535

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 Massachusetts →

Transit Employees Retirement Plan in the asset neighbourhood

Food Marketplace, Inc. Pension PlanFood Marketplace, Inc. Pensi…$25MTransit Employees Retirement PlanTransit Employees Retirement…$25MSt. Mary's Home for Disabled Children Retirement PlanSt. Mary's Home for Disabled…$25MThe Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$25MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$25M
End-of-year total assets ($M) among Transit Employees Retirement 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)$24M
Net Assets (End of Year)$25M
Net Income$508K
Employer EIN042562370
Plan Effective Date1947-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Valley Transit Authority)

Sponsor-wide plan assets over time

All Pioneer Valley Transit Authority plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.1924466795493496% vs 2022
2024 filing year
$24M$24.5M$25M$25.5M 202220232024 $24.3M $25.1M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 73 $24M
2023 1 70 $25M
2024 1 65 $25M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Transit Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Transit Employees Retirement Plan, Total assets ($B): 0.024820224 · Participants: 70Transit Employees Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Transit Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Transit Employees Retirement Plan side-by-side with 3 peers →

Transit Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is St. Mary's Home for Disabled Children Retirement Plan in VA ($25M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Transit Employees Retirement Plan assets move in 2023? ▼
Transit Employees Retirement Plan edged up modestly - up 2.1% during 2023, from $24M to $25M. Reported net income was $508K.
How have Pioneer Valley Transit Authority plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Valley Transit Authority's sponsor-wide assets grew 3.2%, from $24M to $25M.
Where does Transit Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Transit Employees Retirement Plan ranks in the 76th 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 Transit Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Mary's Home for Disabled Children Retirement Plan in VA ($25M, 236 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Transit Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants, $26M 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 042562370.

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.