Defined Benefit (Pension) · DOL Form 5500 · 2024
Twu-Westchester Private Bus Lines Pension Trust Pension Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 750
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $279,178
- Avg per participant High balance/head
Official DOL plan name: Twu-Westchester Private Bus Lines Pension Trust · Sponsored by Twu-Westchester Private Bus Lines Pension Trust · New York · Transportation & Warehousing
$209M in assets, 750 participants
Twu-Westchester Private Bus Lines Pension Trust's Twu-Westchester Private Bus Lines Pension Trust reported $209M in total assets and 750 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,058 in Transportation & Warehousing (3,299 peers)
Where Twu-Westchester Private Bus Lines Pension Trust sits by assets
Twu-Westchester Private Bus Lines Pension Trust sits in the top 10% of all filed plans by assets, $209M for 750 participants (~$279,178/participant), up 5.9% in 2024.
- #3,058
- in Transportation & Warehousing (3,299 peers)
- +5.9%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Twu-Westchester Private Bus Lines Pension Trust's outsized position by total assets
Twu-Westchester Private Bus Lines Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$209,383,324 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Twu-Westchester Private Bus Lines Pension 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. Twu-Westchester Private Bus Lines Pension Trust sits mid-pack in the medium band (750 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Twu-Westchester Private Bus Lines Pension Trust reported net income rose from $5M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Twu-Westchester Private Bus Lines Pension Trust end-of-year assets rose from $198M in the plan year 2023 filing to $209M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 136580055 · Twu-Westchester Private Bus Lines Pension Trust PY 2024 · Defined Benefit (Pension)
Twu-Westchester Private Bus Lines Pension Trust · $209M · 750 · 94th
- 5500 $209M
- 5500 750
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Wa-Id Laborers Employers Pension Trust
- 5500 ind #3058
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 New York →
Twu-Westchester Private Bus Lines Pension Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | $12M |
| Employer EIN | 136580055 |
| Plan Effective Date | 1973-02-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Twu-Westchester Private Bus Lines Pension Trust)
Sponsor-wide plan assets over time
All Twu-Westchester Private Bus Lines Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 8.663757536300725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 724 | $193M |
| 2023 | 1 | 743 | $198M |
| 2024 | 1 | 750 | $209M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Twu-Westchester Private Bus Lines Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Wa-Id Laborers Employers Pension Trust in WA ($209M); by covered participants it is International Transmission Company Retirement Plan in MI (750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Wa-Id Laborers Employers Pension Trust (WA) $209M · 2,059
- Meijer Omp Pension Plan (MI) $210M · 4,331
- IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan a (NE) $210M · 1,513
- Cefcu Retirement Income Plan and Trust (IL) $209M · 886
Similar participant headcount
Nearest other-state filings by covered participants (750 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.