Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Houston Area Teamsters Pension Fund Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
68
Participants Small participant base
62nd
Percentile by assets National rank
$200,646
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Area Teamsters Pension Fund · Sponsored by Board of Trustees Houston Area Teamsters Pension Fund · Texas · Professional & Technical Services

$14M in assets, 68 participants

Board of Trustees Houston Area Teamsters Pension Fund's Houston Area Teamsters Pension Fund reported $14M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,382 in Professional & Technical Services (20,173 peers)

Board of Trustees Houston Area Teamsters Pension Fund multi-year trail

Board of Trustees Houston Area Teamsters Pension Fund's plans moved +13.6% in assets from 2022 to 2024; this filing shows Houston Area Teamsters Pension Fund at $14M / 68 participants.

#12,382
in Professional & Technical Services (20,173 peers)
+2.7%
assets growth YoY

Houston Area Teamsters Pension Fund's mid-pack asset rank among Professional & Technical Services and all filers

Houston Area Teamsters Pension Fund vs every filed plan by assets

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

$13,643,925 Top 38% higher than 62% 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 Area Teamsters Pension Fund among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Area Teamsters Pension Fund is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houston Area Teamsters Pension Fund reported net income fell from $1M in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • Houston Area Teamsters Pension Fund reported participants fell from 72 in the plan year 2023 filing to 68 in the plan year 2024 filing.
  • Houston Area Teamsters Pension Fund end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 746263976 · Board of Trustees Houston Area Teamsters Pension Fund PY 2024 · Defined Benefit (Pension)

Houston Area Teamsters Pension Fund · $14M · 68 · 62nd

  • EBSA $14M
  • PART 68
  • TYPE 62nd
  • NET Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc.
  • VS-ST ind #12382

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 Professional & Technical Services retirement plans → · Plans in Texas →

Houston Area Teamsters Pension Fund in the asset neighbourhood

Sheet Metal Workers Local 441 Supplemental Pension PlanSheet Metal Workers Local 44…$14MSbera Pension Plan as Adopted by Massachusetts Bankers AssociationSbera Pension Plan as Adopte…$14MRetirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc.Retirement Plan for Employee…$14MHouston Area Teamsters Pension FundHouston Area Teamsters Pensi…$14MIatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension PlanIatse , Mpt, a & Ac of the U…$14M
End-of-year total assets ($M) among Houston Area Teamsters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees Houston Area Teamsters Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Houston Area Teamsters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.648271160734723% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 202220232024 $12M $13.6M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 77 $12M
2023 1 72 $13M
2024 1 68 $14M

Board of Trustees Houston Area Teamsters Pension Fund filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$363K
Employer EIN746263976
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Houston Area Teamsters Pension Fund, Total assets ($B): 0.013643925 · Participants: 68Houston Area Teamsters Pension FundAT&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 Area Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Houston Area Teamsters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. in NY ($14M); by covered participants it is Vantage Credit Union Defined Benefit Plan in MO (68 participants). Same-state nearby plans are listed separately above.

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 Area Teamsters Pension Fund assets move in 2024?
Houston Area Teamsters Pension Fund edged up modestly - up 2.7% during 2024, from $13M to $14M. Reported net income was $363K.
How have Board of Trustees Houston Area Teamsters Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Houston Area Teamsters Pension Fund's sponsor-wide assets grew 13.6%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Houston Area Teamsters Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. in NY ($14M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Area Teamsters Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vantage Credit Union Defined Benefit Plan in MO (68 participants, N/A in assets).