Back to filter
Original filing (PDF)20260130105523NAL0007192624001
PIONEER VALLEY TRANSIT AUTHORITY
Form 5500
FILING_RECEIVED
TRANSIT EMPLOYEES RETIREMENT PLAN
Defined-benefit pension plan
Active participants
62
Accounts w/ balance
—
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 126% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER VALLEY TRANSIT AUTHORITY.
Plan sponsor
Name
PIONEER VALLEY TRANSIT AUTHORITY
EIN
04-2562370
Address
665 COTTAGE STREET · SPRINGFIELD, MA · 01104
Phone
(413) 732-2161
Industry
Transportation & Warehousingsee all
Plan administrator
Name
PENSION COMMITTEE
EIN
04-2594218
City
SPRINGFIELD, MA
Phone
(413) 732-2161
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-30
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST COMPANY | 04-2273811 | — | NONE | $137K | — |
| ODYSSEY ADVISORS | 36-4560201 | — | NONE | $16K | — |
| MEYERS BROTHERS KALICKA, P.C. | 04-2713795 | — | NONE | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using BOSTON TRUST COMPANY
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -
LOCALS 302 & 612 OF THE IUOE - EMPLOYERS CONSTRUCTION INDUSTRY RETIREMENT PLAN
$3.3B · 7,978 participants
SNAP-ON INCORPORATED
SNAP-ON INCORPORATED RETIREMENT PLAN
$971.8M · 3,905 participants
SNAP-ON INCORPORATED
SNAP-ON INCORPORATED RETIREMENT PLAN FOR HOURLY EMPLOYEES
$155.1M · 682 participants
TRUSTEES OF TEAMSTERS UNION LOCAL 293 PENSION PLAN
TEAMSTERS UNION LOCAL 293 PENSION PLAN
$97.1M
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
TEAMSTERS MEDICARE TRUST FOR RETIRED EMPLOYEES
$40.2M · 2,279 participants
Similar-size Transportation & Warehousing plans
BOARD OF TRUSTEES TWU LOCAL 100 HEALTH FUND
TWU LOCAL 100 HEALTH FUND
$24.2M · 37,746 participants
TWU WESTCHESTER PBL HEALTH BENEFIT TRUST
TWU-WESTCHESTER PBL HEALTH BENEFIT TRUST
$26.2M · 596 participants
GORALEIGH
GORALEIGH PENSION PLAN
$21.5M · 237 participants
MCDONALD TRANSIT, INC
MCDONALD TRANSIT, INC. 401(K) RETIREMENT PLAN
$28.8M · 492 participants
FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN
FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN
$28.8M · 492 participants
LAREDO TRANSIT MANAGEMENT INC.
LTMI DEFINED BENEFIT PLAN
$18.4M · 132 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B