Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas State Teachers Association Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
49
Participants Small participant base
82nd
Percentile by assets National rank
$848,807
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Texas State Teachers Association · Sponsored by Texas State Teachers Association · Texas · Other Services

$42M in assets, 49 participants

Texas State Teachers Association's Retirement Plan for Employees of Texas State Teachers Association reported $42M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,065 in Other Services (7,719 peers)

Where Retirement Plan for Employees of Texas State Teachers Association sits by assets

Retirement Plan for Employees of Texas State Teachers Association sits in the top quartile of all filed plans by assets, $42M for 49 participants (~$848,807/participant), up 5.2% in 2024.

#7,065
in Other Services (7,719 peers)
+5.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Plan for Employees of Texas State Teachers Association's outsized position by total assets

Retirement Plan for Employees of Texas State Teachers Association vs every filed plan by assets

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

$41,591,567 Top 18% higher than 82% 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

Retirement Plan for Employees of Texas State Teachers Association among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Texas State Teachers Association is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Texas State Teachers Association reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Plan for Employees of Texas State Teachers Association end-of-year assets rose from $40M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Retirement Plan for Employees of Texas State Teachers Association reported participants rose from 48 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741316497 · Texas State Teachers Association PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Texas State Teachers Association · $42M · 49 · 82nd

  • PHOTO $42M
  • PHOTO 49
  • PHOTO 82nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Sbera Pension Plan as Adopted by the Lowell Five Cent Savings Bank
  • PHOTO ind #7065

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 Other Services retirement plans → · Plans in Texas →

Retirement Plan for Employees of Texas State Teachers Association in the asset neighbourhood

The Belt Railway Company of Chicago Pension Plan for Non-Schedule EmployeesThe Belt Railway Company of …$42MOneida Healthcare Center Pension PlanOneida Healthcare Center Pen…$42MSbera Pension Plan as Adopted by the Lowell Five Cent Savings BankSbera Pension Plan as Adopte…$42MRetirement Plan for Employees of Texas State Teachers AssociationRetirement Plan for Employee…$42MStar Tribune Retirement Plan aStar Tribune Retirement Plan…$42M
End-of-year total assets ($M) among Retirement Plan for Employees of Texas State Teachers Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN741316497
Plan Effective Date1974-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas State Teachers Association)

Sponsor-wide plan assets over time

All Texas State Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$42M 19.697851871445263% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.8M $41.6M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 53 $35M
2023 1 48 $40M
2024 1 49 $42M

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of Texas State Teachers Association vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Texas State Teachers Association, Total assets ($B): 0.041591567 · Participants: 49Retirement Plan for Employees of Texas State Teachers AssociationAT&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
Retirement Plan for Employees of Texas State Teachers Association vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Texas State Teachers Association side-by-side with 3 peers →

Retirement Plan for Employees of Texas State Teachers Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by the Lowell Five Cent Savings Bank in MA ($42M); by covered participants it is Holland & Knight Defined Benefit Pension Plan in FL (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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.

Frequently Asked Questions

How did Retirement Plan for Employees of Texas State Teachers Association assets move in 2024? ▼
Retirement Plan for Employees of Texas State Teachers Association grew at a solid clip - up 5.2% during 2024, from $40M to $42M. Reported net income was $2M.
How have Texas State Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas State Teachers Association's sponsor-wide assets grew 19.7%, from $35M to $42M.
Where does Retirement Plan for Employees of Texas State Teachers Association rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Texas State Teachers Association ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Texas State Teachers Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by the Lowell Five Cent Savings Bank in MA ($42M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Texas State Teachers Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Holland & Knight Defined Benefit Pension Plan in FL (49 participants, N/A 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 741316497.

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.