Defined Benefit (Pension) · DOL Form 5500 · 2024

New Development Holdings, LLC Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
30
Participants Small participant base
76th
Percentile by assets National rank
$905,236
Avg per participant High balance/head
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Official DOL plan name: New Development Holdings, LLC Union Retirement Plan · Sponsored by New Development Holdings, LLC · Texas · Utilities

$27M in assets, 30 participants

New Development Holdings, LLC's New Development Holdings, LLC Union Retirement Plan reported $27M in total assets and 30 participants in its 2024 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.

  • #294 in Utilities (732 peers)

Utilities sector rank

Within Utilities, New Development Holdings, LLC Union Retirement Plan ranks #294 of 732 2024 filers by assets (1977% of the sector average)-$27M for 30 participants.

#294
in Utilities (732 peers)
+2.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

New Development Holdings, LLC Union Retirement Plan's outsized position by total assets

New Development Holdings, LLC Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,157,083 Top 24% higher than 76% of 123,620 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 2024

New Development Holdings, LLC Union Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Development Holdings, LLC Union Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Development Holdings, LLC Union Retirement Plan reported net income fell from $862K in the plan year 2023 filing to $608K in the plan year 2024 filing.
  • New Development Holdings, LLC Union Retirement Plan reported participants fell from 37 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • New Development Holdings, LLC Union Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270509754 · New Development Holdings, LLC PY 2024 · Defined Benefit (Pension)

New Development Holdings, LLC Union Retirement Plan · $27M · 30 · 76th

  • NET $27M
  • NET 30
  • NET 76th
  • NET Defined Benefit (Pension)
  • NET near Pension Plan for Non-Licensed Employees
  • NET ind #294

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 →

New Development Holdings, LLC Union Retirement Plan in the asset neighbourhood

Local 298 Pension Fund$27MHallstar Services Corp. Retirement Income PlanHallstar Services Corp. Reti…$27MNew Development Holdings, LLC Union Retirement PlanNew Development Holdings, LL…$27MPension Plan for Non-Licensed EmployeesPension Plan for Non-License…$27MPhysicians Mutual Insurance Company Pension and Benefit PlanPhysicians Mutual Insurance …$27M
End-of-year total assets ($M) among New Development Holdings, LLC Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income$608K
Employer EIN270509754
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Development Holdings, LLC)

Sponsor-wide plan assets over time

All New Development Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 5.722502500862689% vs 2022
2024 filing year
$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.7M $27.2M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 45 $26M
2023 1 37 $27M
2024 1 30 $27M

Nearby Defined Benefit (Pension) Plans in Texas

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

New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants New Development Holdings, LLC Union Retirement Plan, Total assets ($B): 0.027157083 · Participants: 30New Development Holdings, LLC Union Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
New Development Holdings, LLC Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare New Development Holdings, LLC Union Retirement Plan side-by-side with 3 peers →

New Development Holdings, LLC Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Non-Licensed Employees in OH ($27M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New Development Holdings, LLC Union Retirement Plan assets move in 2024? ▼
New Development Holdings, LLC Union Retirement Plan edged up modestly - up 2.3% during 2024, from $27M to $27M. Reported net income was $608K.
How have New Development Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Development Holdings, LLC's sponsor-wide assets grew 5.7%, from $26M to $27M.
Where does New Development Holdings, LLC Union Retirement Plan rank by assets among Form 5500 filers? ▼
New Development Holdings, LLC Union Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Non-Licensed Employees in OH ($27M, 138 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New Development Holdings, LLC Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (30 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270509754.

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.