Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the Ocu Pension Trust Pension Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
547
Participants Below avg headcount
96th
Percentile by assets National rank
$389,269
Avg per participant High balance/head
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Official DOL plan name: Ocu Pension Trust · Sponsored by Trustees of the Ocu Pension Trust · California · Administrative & Support Services

$213M in assets, 547 participants

Trustees of the Ocu Pension Trust's Ocu Pension Trust reported $213M in total assets and 547 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.

  • #4,834 in Administrative & Support Services (4,927 peers)

Where Ocu Pension Trust sits by assets

Ocu Pension Trust sits in the top 5% of all filed plans by assets, $213M for 547 participants (~$389,269/participant), down 11.3% in 2022.

#4,834
in Administrative & Support Services (4,927 peers)
-11.3%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ocu Pension Trust's outsized position by total assets

Ocu Pension Trust vs every filed plan by assets

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

$212,929,914 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

Ocu Pension Trust 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. Ocu Pension Trust sits mid-pack in the medium band (547 participants).

Form 5500 schedule snapshot

Filing strip 261574440 · Trustees of the Ocu Pension Trust PY 2022 · Defined Benefit (Pension)

Ocu Pension Trust · $213M · 547 · 96th

  • RANK $213M
  • PHOTO 547
  • IND 96th
  • EOY Defined Benefit (Pension)
  • 5500 near Roadway LLC Pension Plan
  • ASSETS ind #4834

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 Administrative & Support Services retirement plans → · Plans in California →

Ocu Pension Trust in the asset neighbourhood

Cooperative Pension Plan$213MMony Life Retirement Income Security Plan for EmployeesMony Life Retirement Income …$213MRoadway LLC Pension Plan$213MOcu Pension Trust$213MThe Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension PlThe Phila Bakery Employers &…$213M
End-of-year total assets ($M) among Ocu Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$213M
Net Income-$27M
Employer EIN261574440
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Ocu Pension Trust)

Sponsor-wide plan assets over time

All Trustees of the Ocu Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$273M 28.289055242843897% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $213M $273M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 547 $213M
2023 1 538 $248M
2024 1 542 $273M

Nearby Defined Benefit (Pension) Plans in California

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

Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ocu Pension Trust, Total assets ($B): 0.212929914 · Participants: 547Ocu Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ocu Pension Trust side-by-side with 3 peers →

Ocu Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Roadway LLC Pension Plan in KS ($213M); by covered participants it is The Wawanesa Mutual Insurance Co. U.S. Ees Pension Plan in (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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 Ocu Pension Trust assets move in 2022? ▼
Ocu Pension Trust pulled back noticeably - down 11.3% during 2022, from $240M to $213M. Reported net income was -$27M.
How have Trustees of the Ocu Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Ocu Pension Trust's sponsor-wide assets grew 28.3%, from $213M to $273M.
Where does Ocu Pension Trust rank by assets among Form 5500 filers? ▼
Ocu Pension Trust 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 Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roadway LLC Pension Plan in KS ($213M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Wawanesa Mutual Insurance Co. U.S. Ees Pension Plan in (547 participants, $70M 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 261574440.

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.