Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Central States, Se and Sw Areas Pension Fund Pension Plan

Data updated 2026-08-25

$48.2B
Total assets Mega-plan scale
36,799
Participants Very large workforce
100th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Central States, Southeast & Southwest Areas Pension Plan · Sponsored by Trustees of Central States, Se and Sw Areas Pension Fund · Illinois · Transportation & Warehousing

$48.2B in assets, 36,799 participants

Trustees of Central States, Se and Sw Areas Pension Fund's Central States, Southeast & Southwest Areas Pension Plan reported $48.2B in total assets and 36,799 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,298 in Transportation & Warehousing (3,299 peers)

Coverage in Illinois

Central States, Southeast & Southwest Areas Pension Plan covers 36,799 participants in Illinois, 47x the typical Illinois plan (state average ~779 per filing). Assets: $48.2B.

#3,298
in Transportation & Warehousing (3,299 peers)
-2.9%
assets change YoY
484×
vs typical plan assets (national mean)

The plan reported a net loss of $3.4B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Central States, Southeast & Southwest Areas Pension Plan's outsized position by total assets

Central States, Southeast & Southwest Areas Pension Plan vs every filed plan by assets

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

$48,220,710,580 Highest reported value at or above every one 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

Central States, Southeast & Southwest Areas Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Central States, Southeast & Southwest Areas Pension Plan is a mega filing (36,799 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Central States, Southeast & Southwest Areas Pension Plan reported net income fell from $296M in the plan year 2023 filing to -$3.4B in the plan year 2024 filing.
  • Central States, Southeast & Southwest Areas Pension Plan reported participants fell from 48,538 in the plan year 2023 filing to 36,799 in the plan year 2024 filing.
  • Central States, Southeast & Southwest Areas Pension Plan end-of-year assets fell from $49.7B in the plan year 2023 filing to $48.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 366044243 · Trustees of Central States, Se and Sw Areas Pension Fund PY 2024 · Defined Benefit (Pension)

Central States, Southeast & Southwest Areas Pension Plan · $48.2B · 36,799 · 100th

  • PART $48.2B
  • TYPE 36,799
  • NET 100th
  • BOOK Defined Benefit (Pension)
  • VS-ST near General Motors Hourly-Rate Employees Pension Plan
  • BOY ind #3298

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 Illinois →

Central States, Southeast & Southwest Areas Pension Plan in the asset neighbourhood

Western Conference of Teamsters Pension PlanWestern Conference of Teamst…$56.4BCentral States, Southeast & Southwest Areas Pension PlanCentral States, Southeast & …$48.2BGeneral Motors Hourly-Rate Employees Pension PlanGeneral Motors Hourly-Rate E…$42.5BRtx Consolidated Pension Plan$41.6BKaiser Permanente Retirement PlanKaiser Permanente Retirement…$34.5B
End-of-year total assets ($B) among Central States, Southeast & Southwest Areas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$49.7B
Net Assets (End of Year)$38.3B
Net Income-$3.4B
Employer EIN366044243
Plan Effective Date1955-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Central States, Se and Sw Areas Pension Fund)

Sponsor-wide plan assets over time

All Trustees of Central States, Se and Sw Areas Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$48.2B 13.115106351305315% vs 2022
2024 filing year
$40B$45B$50B$55B 202220232024 $42.6B $48.2B ▲ +13.1%
Year Plans Participants Total Assets
2022 1 50,096 $42.6B
2023 1 48,538 $49.7B
2024 1 36,799 $48.2B

Nearby Defined Benefit (Pension) Plans in Illinois

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

Central States, Southeast & Southwest Areas Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 0102030405060 Total assets ($B) Participants Central States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension FundMid-America Carpenters Regional Council Pension Fund, Total assets ($B): 6.409977068 · Participants: 10902Mid-America Carpenters Regional Council Pension Fund
Central States, Southeast & Southwest Areas Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Central States, Southeast & Southwest Areas Pension Plan side-by-side with 3 peers →

Scale composition for Central States, Southeast & Southwest Areas Pension Plan

Central States, Southeast & Southwest Areas Pension Plan reports $48.2B in end-of-year assets across 36,799 participants (0.39% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.039% of 93,925,755 covered participants) - about $1.3M per participant (9.5x the national average assets-per-participant) . Net income for plan year 2024 was -$3.4B.

This plan identity (EIN 366044243, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $42.6B to $48.2B (+13.1%) while covered participants moved from 50,096 to 36,799 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 50,096 $42.6B Open filing
2023 48,538 $49.7B Open filing
2024 · index core 36,799 $48.2B This page

Central States, Southeast & Southwest Areas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is General Motors Hourly-Rate Employees Pension Plan in MI ($42.5B); by covered participants it is Sutter Health Retirement Plan in CA (37,201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (36,799 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 Central States, Southeast & Southwest Areas Pension Plan assets move in 2024? ▼
Central States, Southeast & Southwest Areas Pension Plan edged down modestly - down 2.9% during 2024, from $49.7B to $48.2B. Reported net income was -$3.4B.
How have Trustees of Central States, Se and Sw Areas Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Central States, Se and Sw Areas Pension Fund's sponsor-wide assets grew 13.1%, from $42.6B to $48.2B.
Where does Central States, Southeast & Southwest Areas Pension Plan rank by assets among Form 5500 filers? ▼
Central States, Southeast & Southwest Areas Pension Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Central States, Southeast & Southwest Areas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is General Motors Hourly-Rate Employees Pension Plan in MI ($42.5B, 15,648 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Central States, Southeast & Southwest Areas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sutter Health Retirement Plan in CA (37,201 participants, $6.2B 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 366044243.

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.