Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees, Southern Region of Teamsters Pension Trust Fund Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
250
Participants Below avg headcount
81st
Percentile by assets National rank
$160,169
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Region of Teamsters Pension Plan · Sponsored by Trustees, Southern Region of Teamsters Pension Trust Fund · Texas · Finance & Insurance

$40M in assets, 250 participants

Trustees, Southern Region of Teamsters Pension Trust Fund's Southern Region of Teamsters Pension Plan reported $40M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,096 in Finance & Insurance (8,549 peers)

Coverage in Texas

Southern Region of Teamsters Pension Plan covers 250 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $40M.

#6,096
in Finance & Insurance (8,549 peers)
+12.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southern Region of Teamsters Pension Plan's outsized position by total assets

Southern Region of Teamsters Pension Plan vs every filed plan by assets

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

$40,042,356 Top 19% higher than 81% 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

Southern Region of Teamsters 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. Southern Region of Teamsters Pension Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Region of Teamsters Pension Plan reported participants rose from 205 in the plan year 2023 filing to 250 in the plan year 2024 filing.
  • Southern Region of Teamsters Pension Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Southern Region of Teamsters Pension Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 750865705 · Trustees, Southern Region of Teamsters Pension Trust Fund PY 2024 · Defined Benefit (Pension)

Southern Region of Teamsters Pension Plan · $40M · 250 · 81st

  • EIN $40M
  • RANK 250
  • PHOTO 81st
  • IND Defined Benefit (Pension)
  • EOY near Loral Pension Plan
  • 5500 ind #6096

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 Finance & Insurance retirement plans → · Plans in Texas →

Southern Region of Teamsters Pension Plan in the asset neighbourhood

Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co.Pension Plan for Employees o…$40MThe Retirement Plan for Employees of the Decurion CorporationThe Retirement Plan for Empl…$40MSouthern Region of Teamsters Pension PlanSouthern Region of Teamsters…$40MLoral Pension Plan$40MThe Retirement Plan of Saco & Biddeford Savings InstitutionThe Retirement Plan of Saco …$40M
End-of-year total assets ($M) among Southern Region of Teamsters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN750865705
Plan Effective Date1960-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Southern Region of Teamsters Pension Trust Fund)

Sponsor-wide plan assets over time

All Trustees, Southern Region of Teamsters Pension Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$40M 28.86308989650849% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $40M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 238 $31M
2023 1 205 $36M
2024 1 250 $40M

Nearby Defined Benefit (Pension) Plans in Texas

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

Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Southern Region of Teamsters Pension Plan, Total assets ($B): 0.040042356 · Participants: 250Southern Region of Teamsters 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
Southern Region of Teamsters Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southern Region of Teamsters Pension Plan side-by-side with 3 peers →

Southern Region of Teamsters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Loral Pension Plan in ($40M); by covered participants it is IBEW Local No 461 Variable Pension Plan in MI (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Southern Region of Teamsters Pension Plan assets move in 2024? ▼
Southern Region of Teamsters Pension Plan grew at a solid clip - up 12.1% during 2024, from $36M to $40M. Reported net income was $4M.
How have Trustees, Southern Region of Teamsters Pension Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Southern Region of Teamsters Pension Trust Fund's sponsor-wide assets grew 28.9%, from $31M to $40M.
Where does Southern Region of Teamsters Pension Plan rank by assets among Form 5500 filers? ▼
Southern Region of Teamsters Pension Plan ranks in the 81st 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 Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Loral Pension Plan in ($40M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Region of Teamsters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local No 461 Variable Pension Plan in MI (250 participants, $7M 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 750865705.

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.