Defined Benefit (Pension) · DOL Form 5500 · 2024

Houston Pilots Pension Plan

Data updated 2026-08-25

$363M
Total assets Above avg plan size
133
Participants Small participant base
96th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Houston Pilots Retirement Plan and Trust · Sponsored by Houston Pilots · Texas · Transportation & Warehousing

$363M in assets, 133 participants

Houston Pilots's Houston Pilots Retirement Plan and Trust reported $363M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,135 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Houston Pilots Retirement Plan and Trust covers 133 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $363M.

#3,135
in Transportation & Warehousing (3,299 peers)
+2.7%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Houston Pilots Retirement Plan and Trust's outsized position by total assets

Houston Pilots Retirement Plan and Trust vs every filed plan by assets

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

$362,987,606 Top 4% higher than 96% 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

Houston Pilots Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Pilots Retirement Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houston Pilots Retirement Plan and Trust reported net income fell from $35M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Houston Pilots Retirement Plan and Trust reported participants rose from 129 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Houston Pilots Retirement Plan and Trust end-of-year assets rose from $354M in the plan year 2023 filing to $363M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760289736 · Houston Pilots PY 2024 · Defined Benefit (Pension)

Houston Pilots Retirement Plan and Trust · $363M · 133 · 96th

  • VS-ST $363M
  • VS-ST 133
  • VS-ST 96th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Invista Pension Plan for Certain Grandfathered Employees
  • VS-ST ind #3135

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 Texas →

Houston Pilots Retirement Plan and Trust in the asset neighbourhood

Houston Pilots Retirement Plan and TrustHouston Pilots Retirement Pl…$363MInvista Pension Plan for Certain Grandfathered EmployeesInvista Pension Plan for Cer…$363MFoot Locker Retirement Plan$363MEmployers Mutual Casualty Company Retirement PlanEmployers Mutual Casualty Co…$362MPafmg Cash Balance Plan II$362M
End-of-year total assets ($M) among Houston Pilots Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$354M
Net Assets (End of Year)$363M
Net Income$9M
Employer EIN760289736
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Pilots)

Sponsor-wide plan assets over time

All Houston Pilots plans reported in each filing year

Latest sponsor-wide plan assets
$500M 17.241975265406854% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $426M $500M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 258 $426M
2023 2 255 $475M
2024 2 266 $500M

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Pilots Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Houston Pilots Retirement Plan and Trust, Total assets ($B): 0.362987606 · Participants: 133Houston Pilots Retirement Plan and TrustAT&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
Houston Pilots Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Pilots Retirement Plan and Trust side-by-side with 3 peers →

Houston Pilots Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Invista Pension Plan for Certain Grandfathered Employees in KS ($363M); by covered participants it is Pnm Resources Inc. Employees' Retirement Plan in NM (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($363M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Houston Pilots Retirement Plan and Trust assets move in 2024? ▼
Houston Pilots Retirement Plan and Trust edged up modestly - up 2.7% during 2024, from $354M to $363M. Reported net income was $9M.
How have Houston Pilots plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Pilots's sponsor-wide assets grew 17.2%, from $426M to $500M.
Where does Houston Pilots Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Houston Pilots Retirement Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Houston Pilots Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Invista Pension Plan for Certain Grandfathered Employees in KS ($363M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Pilots Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pnm Resources Inc. Employees' Retirement Plan in NM (133 participants, $380M 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 760289736.

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.