Defined Benefit (Pension) · DOL Form 5500 · 2022

Vistra Operations Company LLC Pension Plan

Data updated 2026-08-25

$251M
Total assets Near avg plan size
247
Participants Below avg headcount
96th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Vistra Retirement Plan · Sponsored by Vistra Operations Company LLC · Texas · Management of Enterprises

$251M in assets, 247 participants

Vistra Operations Company LLC's Vistra Retirement Plan reported $251M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #1,044 in Management of Enterprises (1,193 peers)

Coverage in Texas

Vistra Retirement Plan covers 247 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $251M.

#1,044
in Management of Enterprises (1,193 peers)
-24.6%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vistra Retirement Plan's outsized position by total assets

Vistra Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$251,134,968 Top 4% higher than 96% of 139,123 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 2022

Vistra Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vistra Retirement Plan sits mid-pack in the medium band (247 participants).

Plan-year Form 5500 strip

Filing strip 364833461 · Vistra Operations Company LLC PY 2022 · Defined Benefit (Pension)

Vistra Retirement Plan · $251M · 247 · 96th

  • PCT $251M
  • PCT 247
  • PCT 96th
  • PCT Defined Benefit (Pension)
  • PCT near Bemis Retirement Plan
  • PCT ind #1044

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 Management of Enterprises retirement plans → · Plans in Texas →

Vistra Retirement Plan in the asset neighbourhood

Newyork-Presbyterian Queens Retirement PlanNewyork-Presbyterian Queens …$252MRetirement Plan for Great Dane LLCRetirement Plan for Great Da…$252MVistra Retirement Plan$251MBemis Retirement Plan$251MJacksonville Plumbers and Pipefitters Pension PlanJacksonville Plumbers and Pi…$250M
End-of-year total assets ($M) among Vistra Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$251M
Net Income-$82M
Employer EIN364833461
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistra Operations Company LLC)

Sponsor-wide plan assets over time

All Vistra Operations Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 53.567037428686426% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.83B $2.81B ▲ +53.6%
Year Plans Participants Total Assets
2022 4 6,121 $1.8B
2023 3 6,042 $2.0B
2024 4 6,419 $2.8B

Nearby Defined Benefit (Pension) Plans in Texas

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

Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Vistra Retirement Plan, Total assets ($B): 0.251134968 · Participants: 247Vistra Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Vistra Retirement Plan side-by-side with 3 peers →

Vistra Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bemis Retirement Plan in WI ($251M); by covered participants it is Insulators Local No. 96 Pension Fund in TN (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($251M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vistra Retirement Plan assets move in 2022? ▼
Vistra Retirement Plan declined sharply - down 24.6% during 2022, from $333M to $251M. Reported net income was -$82M.
How have Vistra Operations Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistra Operations Company LLC's sponsor-wide assets grew 53.6%, from $1.8B to $2.8B.
Where does Vistra Retirement Plan rank by assets among Form 5500 filers? ▼
Vistra Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bemis Retirement Plan in WI ($251M, 1,230 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Insulators Local No. 96 Pension Fund in TN (247 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364833461.

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.