Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Employers- Shopmen's Local 516 Pension Trust Pension Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 757
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $97,974
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Plan of the Employers-Shopmen's Local 516 Pension Trust · Sponsored by Board of Trustees, Employers- Shopmen's Local 516 Pension Trust · Oregon · Manufacturing
$74M in assets, 757 participants
Board of Trustees, Employers- Shopmen's Local 516 Pension Trust's Pension Plan of the Employers-Shopmen's Local 516 Pension Trust reported $74M in total assets and 757 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #17,798 in Manufacturing (20,602 peers)
Where Pension Plan of the Employers-Shopmen's Local 516 Pension Trust sits by assets
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust sits in the top 10% of all filed plans by assets, $74M for 757 participants (~$97,974/participant), down 13.6% in 2022.
- #17,798
- in Manufacturing (20,602 peers)
- -13.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust's outsized position by total assets
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$74,166,319 Top 9% higher than 91% 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
Pension Plan of the Employers-Shopmen's Local 516 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. Pension Plan of the Employers-Shopmen's Local 516 Pension Trust sits mid-pack in the medium band (757 participants).
Plan-year Form 5500 strip
Filing strip 930656480 · Board of Trustees, Employers- Shopmen's Local 516 Pension Trust PY 2022 · Defined Benefit (Pension)
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust · $74M · 757 · 91st
- BOOK $74M
- VS-ST 757
- BOY 91st
- SCH Defined Benefit (Pension)
- EBSA near Outstate Michigan Trowel Trades Pension Fund
- PART ind #17798
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 Manufacturing retirement plans → · Plans in Oregon →
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | -$12M |
| Employer EIN | 930656480 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Employers- Shopmen's Local 516 Pension Trust)
Sponsor-wide plan assets over time
All Board of Trustees, Employers- Shopmen's Local 516 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 0.20035914145880696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 757 | $74M |
| 2023 | 1 | 650 | $75M |
| 2024 | 1 | 575 | $74M |
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
Pension Plan of the Employers-Shopmen's Local 516 Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Outstate Michigan Trowel Trades Pension Fund in MI ($74M); by covered participants it is Basf Corporation Consolidated Bargaining Unit Employees' Pension Plan in NJ (757 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (757 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.