Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Edison Pension Trust Pension Plan
Data updated 2026-08-06
- $846M
- Total assets
- 4,287
- Participants
- 99th
- Percentile by assets
- $197,367
- Avg per participant
Official DOL plan name: Edison Pension Plan · Sponsored by Board of Trustees, Edison Pension Trust · Oregon · Construction
$846M in assets, 4,287 participants
Board of Trustees, Edison Pension Trust's Edison Pension Plan reported $846M in total assets and 4,287 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,810 in Construction (9,938 peers)
Coverage in Oregon
Edison Pension Plan covers 4,287 participants in Oregon, 9.7x the typical Oregon plan (state average ~440 per filing). Assets: $846M.
- $846M
- total plan assets (2022 EOY)
- 4,287
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $197,367
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Edison Pension Plan reports 4,287 participants - 9.7x that state average ($846M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $910M |
|---|---|
| Net Assets (End of Year) | $841M |
| Net Income | -$65M |
| Employer EIN | 936061681 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Edison Pension Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,287 | $846M |
| 2023 | 1 | 4,497 | $922M |
| 2024 | 1 | 4,564 | $1.0B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Edison Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Oregon Retail Employees Pension Plan $983M · 23,156
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Edison Pension Plan by total assets, not by location.
- Enbridge Employee Services, Inc. Employees' Pension Plan (TX) $846M · 3,544
- Employees' Retirement Plan of the National Education Association (DC) $845M · 962
- Iron Workers' Mid-America Pension Plan (IL) $844M · 3,351
- Pcs U.S. Employees' Pension Plan (CO) $848M · 1,472
Frequently Asked Questions
How did Edison Pension Plan assets move in 2022? ▼
How have Board of Trustees, Edison Pension Trust plan assets changed over time? ▼
Where does Edison Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Edison Pension Plan? ▼
Next read for Edison Pension Plan
Filing takeaways
Ways to act on Edison Pension Plan's numbers.
- By total assets, Edison Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Board of Trustees, Edison Pension Trust's sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Construction plans