Defined Benefit (Pension) · DOL Form 5500 · 2022

Vistra Operations Company LLC Pension Plan

Data updated 2026-08-11

$251M
Total assets
247
Participants
96th
Percentile by assets
$1.0M
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$251M
total plan assets (2022 EOY)
247
covered participants
96th
percentile by assets (of 139,126 plans)
$1.0M
avg assets per participant

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.

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Vistra Retirement Plan reports 247 participants - about 36% of that state average ($251M EOY assets).

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)

$1.5B$2B$2.5B$3B 202220232024 $1.83B $2.81B ▲ +53.6%
Total plan assets by year, all Vistra Operations Company LLC plans on file
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

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 PlanAT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Vistra Retirement Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Vistra Retirement Plan's numbers.