Defined Benefit (Pension) · DOL Form 5500 · 2023

American Quarter Horse Association Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
30
Participants Small participant base
86th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: American Quarter Horse Association Employee Pension Plan · Sponsored by American Quarter Horse Association · Texas · Other Services

$55M in assets, 30 participants

American Quarter Horse Association's American Quarter Horse Association Employee Pension Plan reported $55M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,387 in Other Services (7,857 peers)

Where American Quarter Horse Association Employee Pension Plan sits by assets

American Quarter Horse Association Employee Pension Plan sits in the top quartile of all filed plans by assets, $55M for 30 participants (~$1.8M/participant), up 11.0% in 2023.

#7,387
in Other Services (7,857 peers)
+11.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

American Quarter Horse Association Employee Pension Plan's outsized position by total assets

American Quarter Horse Association Employee Pension Plan vs every filed plan by assets

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

$54,770,267 Top 14% higher than 86% 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

American Quarter Horse Association Employee Pension 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. American Quarter Horse Association Employee Pension Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Quarter Horse Association Employee Pension Plan reported net income rose from $14K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • American Quarter Horse Association Employee Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • American Quarter Horse Association Employee Pension Plan reported participants fell from 31 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750725576 · American Quarter Horse Association PY 2023 · Defined Benefit (Pension)

American Quarter Horse Association Employee Pension Plan · $55M · 30 · 86th

  • BOY $55M
  • BOY 30
  • BOY 86th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Plan for Salaried Employees of Rayonier Inc.
  • BOY ind #7387

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 Other Services retirement plans → · Plans in Texas →

American Quarter Horse Association Employee Pension Plan in the asset neighbourhood

The Revlon-UAW Pension Plan$55MAmerican Quarter Horse Association Employee Pension PlanAmerican Quarter Horse Assoc…$55MRetirement Plan for Salaried Employees of Rayonier Inc.Retirement Plan for Salaried…$55MChristian Labor Assn Pension Trust Defined Benefit PlanChristian Labor Assn Pension…$55MCleary Gottlieb Steen & Hamilton LLP 2013 Cash Balance PlanCleary Gottlieb Steen & Hami…$55M
End-of-year total assets ($M) among American Quarter Horse Association Employee Pension 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)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN750725576
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Quarter Horse Association)

Sponsor-wide plan assets over time

All American Quarter Horse Association plans reported in each filing year

Latest sponsor-wide plan assets
$17M 72.2665081956459% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $61.3M $17M ▼ -72.3%
Year Plans Participants Total Assets
2022 2 236 $61M
2023 2 225 $69M
2024 1 215 $17M

Nearby Defined Benefit (Pension) Plans in Texas

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

American Quarter Horse Association Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants American Quarter Horse Association Employee Pension Plan, Total assets ($B): 0.054770267 · Participants: 30American Quarter Horse Association Employee 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
American Quarter Horse Association Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare American Quarter Horse Association Employee Pension Plan side-by-side with 3 peers →

American Quarter Horse Association Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of Rayonier Inc. in FL ($55M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 American Quarter Horse Association Employee Pension Plan assets move in 2023? ▼
American Quarter Horse Association Employee Pension Plan grew at a solid clip - up 11.0% during 2023, from $49M to $55M. Reported net income was $5M.
How have American Quarter Horse Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Quarter Horse Association's sponsor-wide assets declined 72.3%, from $61M to $17M.
Where does American Quarter Horse Association Employee Pension Plan rank by assets among Form 5500 filers? ▼
American Quarter Horse Association Employee Pension Plan ranks in the 86th 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 American Quarter Horse Association Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of Rayonier Inc. in FL ($55M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Quarter Horse Association Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (30 participants, $20M 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 750725576.

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.