Defined Benefit (Pension) · DOL Form 5500 · 2023

Texas State Teachers Association Pension Plan

Data updated 2026-08-11

$40M
Total assets
48
Participants
83rd
Percentile by assets
$823,831
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of Texas State Teachers Association · Sponsored by Texas State Teachers Association · Texas · Other Services

$40M in assets, 48 participants

Texas State Teachers Association's Retirement Plan for Employees of Texas State Teachers Association reported $40M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #7,231 in Other Services (7,857 peers)

Where Retirement Plan for Employees of Texas State Teachers Association sits by assets

Retirement Plan for Employees of Texas State Teachers Association sits in the top quartile of all filed plans by assets, $40M for 48 participants (~$823,831/participant), up 13.8% in 2023.

$40M
total plan assets (2023 EOY)
48
covered participants
83rd
percentile by assets (of 127,072 plans)
$823,831
avg assets per participant

Where Retirement Plan for Employees of Texas State Teachers Association sits by total assets

Retirement Plan for Employees of Texas State Teachers Association vs every filed plan by assets

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

$39,543,880 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Texas State Teachers Association reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retirement Plan for Employees of Texas State Teachers Association end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Retirement Plan for Employees of Texas State Teachers Association reported participants fell from 53 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Retirement Plan for Employees of Texas State Teachers Association vs the 2023 asset distribution

By assets, Retirement Plan for Employees of Texas State Teachers Association outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN741316497
Plan Effective Date1974-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas State Teachers Association)

$30M$35M$40M$45M 202220232024 $34.8M $41.6M ▲ +19.7%
Total plan assets by year, all Texas State Teachers Association plans on file
Year Plans Participants Total Assets
2022 1 53 $35M
2023 1 48 $40M
2024 1 49 $42M

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of Texas State Teachers Association vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for …, Total assets ($B): 0.03954388 · Participants: 48Retirement Plan for …AT&T Pension Benefit…, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit…Shell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension P…, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension P…Caterpillar Inc. Ret…, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Ret…Bp Retirement Accumu…, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumu…
Retirement Plan for Employees of Texas State Teachers Association vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Texas State Teachers Association by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Texas State Teachers Association assets move in 2023?
Retirement Plan for Employees of Texas State Teachers Association grew at a solid clip - up 13.8% during 2023, from $35M to $40M. Reported net income was $5M.
How have Texas State Teachers Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas State Teachers Association's sponsor-wide assets grew 19.7%, from $35M to $42M.
Where does Retirement Plan for Employees of Texas State Teachers Association rank by assets among Form 5500 filers?
Retirement Plan for Employees of Texas State Teachers Association ranks in the 83rd 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 Retirement Plan for Employees of Texas State Teachers Association?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Salaried Employees' Retirement Plan of the Eastern Company in CT ($40M, 43 participants).

Next read for Retirement Plan for Employees of Texas S…

Scale reading

Ways to act on Retirement Plan for Employees of Texas State Teachers Association's numbers.

  • By total assets, Retirement Plan for Employees of Texas State Teachers Association ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Texas State Teachers Association's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Other Services plans