Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Ocu Pension Trust Pension Plan
Data updated 2026-08-11
- $213M
- Total assets
- 547
- Participants
- 96th
- Percentile by assets
- $389,269
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $213M
- total plan assets (2022 EOY)
- 547
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $389,269
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Ocu Pension Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $240M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | -$27M |
| Employer EIN | 261574440 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Ocu Pension Trust)
| 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
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ocu Pension Trust by total assets, not by location.
Frequently Asked Questions
How did Ocu Pension Trust assets move in 2022? ▼
How have Trustees of the Ocu Pension Trust plan assets changed over time? ▼
Where does Ocu Pension Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ocu Pension Trust? ▼
Next read for Ocu Pension Trust
Scale reading
Ways to act on Ocu Pension Trust's numbers.
- By total assets, Ocu Pension Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Trustees of the Ocu Pension Trust's sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Administrative & Support Services plans