Defined Benefit (Pension) · DOL Form 5500 · 2024

Consolidated Asset Management Services, LLC Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
144
Participants Small participant base
71st
Percentile by assets National rank
$142,012
Avg per participant Near avg balance/head
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Official DOL plan name: Consolidated Asset Management Services Pension Plan · Sponsored by Consolidated Asset Management Services, LLC · Texas · Utilities

$20M in assets, 144 participants

Consolidated Asset Management Services, LLC's Consolidated Asset Management Services Pension Plan reported $20M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #265 in Utilities (732 peers)

Coverage in Texas

Consolidated Asset Management Services Pension Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#265
in Utilities (732 peers)
+14.3%
assets growth YoY

Consolidated Asset Management Services Pension Plan's outsized position by total assets

Consolidated Asset Management Services Pension Plan vs every filed plan by assets

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

$20,449,757 Top 29% higher than 71% 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

Consolidated Asset Management Services Pension Plan 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. Consolidated Asset Management Services Pension Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Asset Management Services Pension Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Consolidated Asset Management Services Pension Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Consolidated Asset Management Services Pension Plan reported participants fell from 156 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 412239010 · Consolidated Asset Management Services, LLC PY 2024 · Defined Benefit (Pension)

Consolidated Asset Management Services Pension Plan · $20M · 144 · 71st

  • VS-ST $20M
  • VS-ST 144
  • VS-ST 71st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan
  • VS-ST ind #265

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 →

Consolidated Asset Management Services Pension Plan in the asset neighbourhood

Local 837 Pension Plan$21MHeat & Frost Insulators & Asbestos Workers Local 38 Retirement PlanHeat & Frost Insulators & As…$20MConsolidated Asset Management Services Pension PlanConsolidated Asset Managemen…$20MEmployees' Retirement Plan of Sterling Insurance CompanyEmployees' Retirement Plan o…$20MWalter Duncan, Inc. Employees Retirement PlanWalter Duncan, Inc. Employee…$20M
End-of-year total assets ($M) among Consolidated Asset Management Services Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN412239010
Plan Effective Date2021-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Consolidated Asset Management Services, LLC)

Sponsor-wide plan assets over time

All Consolidated Asset Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$313M 67.69859357550388% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $186M $313M ▲ +67.7%
Year Plans Participants Total Assets
2022 2 1,536 $186M
2023 3 2,078 $259M
2024 3 2,128 $313M

Nearby Defined Benefit (Pension) Plans in Texas

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

Consolidated Asset Management Services Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Consolidated Asset Management Services Pension Plan, Total assets ($B): 0.020449757 · Participants: 144Consolidated Asset Management Services Pension 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
Consolidated Asset Management Services Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Consolidated Asset Management Services Pension Plan side-by-side with 3 peers →

Consolidated Asset Management Services Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan in PA ($20M); by covered participants it is Penn Mutual Retirement Plan in PA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Consolidated Asset Management Services Pension Plan assets move in 2024? ▼
Consolidated Asset Management Services Pension Plan grew at a solid clip - up 14.3% during 2024, from $18M to $20M. Reported net income was $3M.
How have Consolidated Asset Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consolidated Asset Management Services, LLC's sponsor-wide assets grew 67.7%, from $186M to $313M.
Which Defined Benefit (Pension) plans are similar in size to Consolidated Asset Management Services Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan in PA ($20M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Asset Management Services Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Penn Mutual Retirement Plan in PA (144 participants, $3M 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 412239010.

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.