Defined Benefit (Pension) · DOL Form 5500 · 2024

Twu-Westchester Private Bus Lines Pension Trust Pension Plan

Data updated 2026-08-11

$209M
Total assets
750
Participants
94th
Percentile by assets
$279,178
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$209M
total plan assets (2024 EOY)
750
covered participants
94th
percentile by assets (of 123,622 plans)
$279,178
avg assets per participant

Where Twu-Westchester Private Bus Lines Pension Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Twu-Westchester Private Bus Lines Pension Trust vs the 2024 asset distribution

By assets, Twu-Westchester Private Bus Lines Pension Trust outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$198M
Net Assets (End of Year)$209M
Net Income$12M
Employer EIN136580055
Plan Effective Date1973-02-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Twu-Westchester Private Bus Lines Pension Trust)

$190M$200M$210M$220M 202220232024 $193M $209M ▲ +8.7%
Total plan assets by year, all Twu-Westchester Private Bus Lines Pension Trust plans on file
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.

Twu-Westchester Private Bus Lines Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Twu-Westchester Private Bus Lines Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Twu-Westchester Priv…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Twu-Westchester Private Bus Lines Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Twu-Westchester Private Bus Lines Pension Trust by total assets, not by location.

Frequently Asked Questions

How did Twu-Westchester Private Bus Lines Pension Trust assets move in 2024?
Twu-Westchester Private Bus Lines Pension Trust grew at a solid clip - up 5.9% during 2024, from $198M to $209M. Reported net income was $12M.
How have Twu-Westchester Private Bus Lines Pension Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Twu-Westchester Private Bus Lines Pension Trust's sponsor-wide assets grew 8.7%, from $193M to $209M.
Where does Twu-Westchester Private Bus Lines Pension Trust rank by assets among Form 5500 filers?
Twu-Westchester Private Bus Lines Pension Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Twu-Westchester Private Bus Lines Pension Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wa-Id Laborers Employers Pension Trust in WA ($209M, 2,059 participants).

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