Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Edison Pension Trust Pension Plan
Data updated 2026-08-25
- $846M
- Total assets Above avg plan size
- 4,287
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $197,367
- Avg per participant Above avg balance/head
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.
- #9,799 in Construction (9,927 peers)
Coverage in Oregon
Edison Pension Plan covers 4,287 participants in Oregon, 9.7x the typical Oregon plan (state average ~443 per filing). Assets: $846M.
- #9,799
- in Construction (9,927 peers)
- -7.0%
- assets change YoY
- 8.5×
- vs typical plan assets (national mean)
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.
Edison Pension Plan's outsized position by total assets
Edison Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$846,113,402 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Edison Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edison Pension Plan lands in the large band (4,287 participants).
DOL schedule card
Filing strip 936061681 · Board of Trustees, Edison Pension Trust PY 2022 · Defined Benefit (Pension)
Edison Pension Plan · $846M · 4,287 · 99th
- EOY $846M
- 5500 4,287
- ASSETS 99th
- PCT Defined Benefit (Pension)
- EIN near Enbridge Employee Services, Inc. Employees' Pension Plan
- RANK ind #9799
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 Construction retirement plans → · Plans in Oregon →
Edison Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Edison Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 22.31055879197621% vs 2022
- 2024 filing year
| 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.
- 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
Edison Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Enbridge Employee Services, Inc. Employees' Pension Plan in TX ($846M); by covered participants it is Dte Energy Company Retirement Plan in MI (4,321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($846M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,287 participants); asset peers above are excluded.
- Dte Energy Company Retirement Plan (MI) 4,321 · 34 off
- Vns Health Care Pension Plan (NY) 4,251 · 36 off
- Automobile Mechanics' Local No. 701 Pension Fund (IL) 4,330 · 43 off
- Flowserve Corporation Pension Plan (TX) 4,240 · 47 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.