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Employer · plans filed under one EIN

Joint Board of Trustees of U.A.A.P. 142 Pension Plan

Richardson, TX · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$172Mnet assets across plans
2,781participant records1,849 active
$7.5Memployer contributions, latest plan years$4,077 per active record
$568KSchedule C compensation to organisations$204.18 per participant record

Joint Board of Trustees of U.A.A.P. 142 Pension Plan, based in Richardson, Texas, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 2,781 participant records and $172M in net assets.

The largest is U.A.P.P. Local Union NO.142 Pension Plan, a defined benefit pension plan with 2,027 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $7.5M and participant contributions $411K in the latest plan years; benefits paid were $8.6M. Schedule C compensation reported to service provider organisations totalled $568K.

Combined net assets moved from $65.5M in 2009 to $172M in 2024 (up 163%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
U.A.P.P. Local Union NO.142 Pension Plandefined benefit pension plan20242,027$164M$80,742$6,884$454K
U.A.P.P. Local Union NO.142 Profit Sharing Plan401(k) plan2024754$8.7M$11,493—$114K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $65.5M2010: $81.0M2011: $79.4M2012: $88.1M2013: $101M2014: $100M2015: $98.1M2016: $108M2017: $113M2018: $116M2019: $116M2020: $145M2021: $122M2022: $134M2023: $154M2024: $172M$65.5M$172M20092012201620202024
Combined net assets
2009: 1,9742010: 2,0452011: 2,0532012: 2,2082013: 1,9482014: 1,8982015: 2,0232016: 1,9122017: 1,9022018: 1,5752019: 2,2462020: 2,3092021: 2,5642022: 2,5312023: 2,4512024: 2,7811,9742,78120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,781$172M$7.5M$411K
202322,451$154M$6.9M$340K
202222,531$134M$6.2M$285K
202122,564$122M$5.8M$349K
202022,309$145M$4.8M$291K
201922,246$116M$5.2M$206K
201821,575$116M$4.5M$187K
201721,902$113M$4.5M$195K
201621,912$108M$4.2M$218K
201522,023$98.1M$4.8M$222K
201421,898$100M$4.5M$255K
201321,948$101M$4.7M$308K
201222,208$88.1M$5.3M$321K
201122,053$79.4M$4.5M$332K
201022,045$81.0M$5.3M$361K
200921,974$65.5M$5.3M$372K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Harper & Pearson Company, PCAccounting (including auditing)2$177,087
Southwest Service AdministratorsContract Administrator2$146,320
RBC Capital MarketsInvestment advisory (plan); Investment management2$108,091
Horizon Actuarial Services LLCActuarial1$57,966
Conner & Winters, LLPLegal2$41,697
Alliance Benefit Group—1$36,674

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Harper & Pearson Company, PC$177K
Southwest Service Administrators$146K
RBC Capital Markets$108K
Horizon Actuarial Services LLC$58K
Conner & Winters, LLP$42K
Alliance Benefit Group$37K

Questions and answers

How many retirement plans does Joint Board of Trustees of U.A.A.P. 142 Pension Plan have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: U.A.P.P. Local Union NO.142 Pension Plan and U.A.P.P. Local Union NO.142 Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Joint Board of Trustees of U.A.A.P. 142 Pension Plan contribute to its plans?

$7,538,469 in employer contributions across these plans in their latest plan years, about $4,077 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Harper & Pearson Company, PC, Southwest Service Administrators, RBC Capital Markets and Horizon Actuarial Services LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.