Profit Sharing · DOL Form 5500 · 2024
Transport Workers Union of America Local 513 Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $32,512
- Avg per participant Low balance/head
Official DOL plan name: Transport Workers Union of America Local 513 Retirement Plan · Sponsored by Transport Workers Union of America Local 513 · Texas · Transportation & Warehousing
$8M in assets, 234 participants
Transport Workers Union of America Local 513's Transport Workers Union of America Local 513 Retirement Plan reported $8M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #1,690 in Transportation & Warehousing (3,299 peers)
Coverage in Texas
Transport Workers Union of America Local 513 Retirement Plan covers 234 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $8M.
- #1,690
- in Transportation & Warehousing (3,299 peers)
- -25.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transport Workers Union of America Local 513 Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Transport Workers Union of America Local 513 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,607,807 Top 50% higher than 50% 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
Transport Workers Union of America Local 513 Retirement 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. Transport Workers Union of America Local 513 Retirement Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Transport Workers Union of America Local 513 Retirement Plan reported net income fell from $554K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Transport Workers Union of America Local 513 Retirement Plan reported participants rose from 187 in the plan year 2023 filing to 234 in the plan year 2024 filing.
- Transport Workers Union of America Local 513 Retirement Plan end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 751902075 · Transport Workers Union of America Local 513 PY 2024 · Profit Sharing
Transport Workers Union of America Local 513 Retirement Plan · $8M · 234 · 50th
- PHOTO $8M
- IND 234
- EOY 50th
- 5500 Profit Sharing
- ASSETS near Solomon Schechter Day School of Bergen County 403(b) Plan
- PCT ind #1690
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 Texas →
Transport Workers Union of America Local 513 Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$3M |
| Employer EIN | 751902075 |
| Plan Effective Date | 1978-07-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transport Workers Union of America Local 513)
Sponsor-wide plan assets over time
All Transport Workers Union of America Local 513 plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 20.60950447720325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $10M |
| 2023 | 1 | 187 | $10M |
| 2024 | 1 | 234 | $8M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Transport Workers Union of America Local 513 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Solomon Schechter Day School of Bergen County 403(b) Plan in NJ ($8M); by covered participants it is Able Sales Co. Inc. Savings and Investment Plan in PR (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 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.