Defined Benefit (Pension) · DOL Form 5500 · 2024

Pioneer Valley Transit Authority Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
65
Participants Small participant base
74th
Percentile by assets National rank
$385,868
Avg per participant High balance/head
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Official DOL plan name: Transit Employees Retirement Plan · Sponsored by Pioneer Valley Transit Authority · Massachusetts · Transportation & Warehousing

$25M in assets, 65 participants

Pioneer Valley Transit Authority's Transit Employees Retirement Plan reported $25M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,449 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Transit Employees Retirement Plan holds $25M for 65 participants - about $385,868 per participant, above the median plan by assets.

#2,449
in Transportation & Warehousing (3,299 peers)
+1.1%
assets growth YoY

Transit Employees Retirement Plan's outsized position by total assets

Transit Employees Retirement Plan vs every filed plan by assets

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

$25,081,436 Top 26% higher than 74% 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

Transit Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transit Employees Retirement Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transit Employees Retirement Plan reported net income fell from $508K in the plan year 2023 filing to $301K in the plan year 2024 filing.
  • Transit Employees Retirement Plan reported participants fell from 70 in the plan year 2023 filing to 65 in the plan year 2024 filing.
  • Transit Employees Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042562370 · Pioneer Valley Transit Authority PY 2024 · Defined Benefit (Pension)

Transit Employees Retirement Plan · $25M · 65 · 74th

  • EBSA $25M
  • PART 65
  • TYPE 74th
  • NET Defined Benefit (Pension)
  • BOOK near Okuma America Corporation Pension Plan
  • VS-ST ind #2449

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 Massachusetts →

Transit Employees Retirement Plan in the asset neighbourhood

Snell & Wilmer L.L.P. Retirement Plan for PartnersSnell & Wilmer L.L.P. Retire…$25MTransit Employees Retirement PlanTransit Employees Retirement…$25MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$25MArmstrong County Memorial Hospital Retirement Income PlanArmstrong County Memorial Ho…$25MAvx Pension Plan for Bargaining Unit and Hourly EmployeesAvx Pension Plan for Bargain…$25M
End-of-year total assets ($M) among Transit Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$301K
Employer EIN042562370
Plan Effective Date1947-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Valley Transit Authority)

Sponsor-wide plan assets over time

All Pioneer Valley Transit Authority plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.1924466795493496% vs 2022
2024 filing year
$24M$24.5M$25M$25.5M 202220232024 $24.3M $25.1M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 73 $24M
2023 1 70 $25M
2024 1 65 $25M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Transit Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Transit Employees Retirement Plan, Total assets ($B): 0.025081436 · Participants: 65Transit Employees Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Transit Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Transit Employees Retirement Plan side-by-side with 3 peers →

Transit Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Okuma America Corporation Pension Plan in NC ($25M); by covered participants it is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (65 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 Transit Employees Retirement Plan assets move in 2024? ▼
Transit Employees Retirement Plan edged up modestly - up 1.1% during 2024, from $25M to $25M. Reported net income was $301K.
How have Pioneer Valley Transit Authority plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Valley Transit Authority's sponsor-wide assets grew 3.2%, from $24M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Transit Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Okuma America Corporation Pension Plan in NC ($25M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Transit Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (65 participants, $22M 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 042562370.

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.