Defined Benefit (Pension) · DOL Form 5500 · 2023

Consolidated Asset Management Services, LLC Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
156
Participants Small participant base
71st
Percentile by assets National rank
$114,734
Avg per participant Below avg balance/head
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Official DOL plan name: Consolidated Asset Management Services Pension Plan · Sponsored by Consolidated Asset Management Services, LLC · Texas · Utilities

$18M in assets, 156 participants

Consolidated Asset Management Services, LLC's Consolidated Asset Management Services Pension Plan reported $18M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #239 in Utilities (721 peers)

Coverage in Texas

Consolidated Asset Management Services Pension Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#239
in Utilities (721 peers)
+23.6%
assets growth YoY

Consolidated Asset Management Services Pension Plan's outsized position by total assets

Consolidated Asset Management Services Pension Plan vs every filed plan by assets

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

$17,898,475 Top 29% higher than 71% 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

Consolidated Asset Management Services Pension 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. Consolidated Asset Management Services Pension Plan sits mid-pack in the medium band (156 participants).

Plan-year Form 5500 strip

Filing strip 412239010 · Consolidated Asset Management Services, LLC PY 2023 · Defined Benefit (Pension)

Consolidated Asset Management Services Pension Plan · $18M · 156 · 71st

  • EOY $18M
  • EOY 156
  • EOY 71st
  • EOY Defined Benefit (Pension)
  • EOY near Federal Screw Works Salaried Employees Pension Plan
  • EOY ind #239

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 Utilities retirement plans → · Plans in Texas →

Consolidated Asset Management Services Pension Plan in the asset neighbourhood

Credit Union West Retirement Pension PlanCredit Union West Retirement…$18MMid-West Forge Corporation Bargaining Unit Pension PlanMid-West Forge Corporation B…$18MConsolidated Asset Management Services Pension PlanConsolidated Asset Managemen…$18MFederal Screw Works Salaried Employees Pension PlanFederal Screw Works Salaried…$18MAmerican Nickeloid Company Retirement Plan for Salaried and Administrative EmployeesAmerican Nickeloid Company R…$18M
End-of-year total assets ($M) among Consolidated Asset Management Services Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN412239010
Plan Effective Date2021-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Consolidated Asset Management Services, LLC)

Sponsor-wide plan assets over time

All Consolidated Asset Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$313M 67.69859357550388% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $186M $313M ▲ +67.7%
Year Plans Participants Total Assets
2022 2 1,536 $186M
2023 3 2,078 $259M
2024 3 2,128 $313M

Nearby Defined Benefit (Pension) Plans in Texas

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

Consolidated Asset Management Services Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Consolidated Asset Management Services Pension Plan, Total assets ($B): 0.017898475 · Participants: 156Consolidated Asset Management Services Pension PlanAT&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
Consolidated Asset Management Services Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Consolidated Asset Management Services Pension Plan side-by-side with 3 peers →

Consolidated Asset Management Services Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Federal Screw Works Salaried Employees Pension Plan in MI ($18M); by covered participants it is Children's Minnesota Rsvp Plan II in MN (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Consolidated Asset Management Services Pension Plan assets move in 2023? ▼
Consolidated Asset Management Services Pension Plan grew sharply - up 23.6% during 2023, from $14M to $18M. Reported net income was $3M.
How have Consolidated Asset Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consolidated Asset Management Services, LLC's sponsor-wide assets grew 67.7%, from $186M to $313M.
Which Defined Benefit (Pension) plans are similar in size to Consolidated Asset Management Services Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal Screw Works Salaried Employees Pension Plan in MI ($18M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Asset Management Services Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Children's Minnesota Rsvp Plan II in MN (156 participants, $24M 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 412239010.

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.