Defined Benefit (Pension) · DOL Form 5500 · 2022

PACIFICSOURCE Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
208
Participants Below avg headcount
84th
Percentile by assets National rank
$165,549
Avg per participant Above avg balance/head
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Official DOL plan name: Pacificsource Pension Plan · Sponsored by PACIFICSOURCE · Oregon · Finance & Insurance

$34M in assets, 208 participants

PACIFICSOURCE's Pacificsource Pension Plan reported $34M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,932 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Pacificsource Pension Plan covers 208 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $34M.

#6,932
in Finance & Insurance (9,261 peers)
-22.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacificsource Pension Plan's outsized position by total assets

Pacificsource Pension Plan vs every filed plan by assets

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

$34,434,207 Top 16% higher than 84% 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

Pacificsource Pension 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. Pacificsource Pension Plan sits mid-pack in the medium band (208 participants).

EBSA filing schedule strip

Filing strip 463939584 · PACIFICSOURCE PY 2022 · Defined Benefit (Pension)

Pacificsource Pension Plan · $34M · 208 · 84th

  • IND $34M
  • IND 208
  • IND 84th
  • IND Defined Benefit (Pension)
  • IND near The Retirement Plan of the North Country Savings Bank
  • IND ind #6932

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 Finance & Insurance retirement plans → · Plans in Oregon →

Pacificsource Pension Plan in the asset neighbourhood

The Combined Defined Benefit Plan for Nacco Industries, Inc. and Its SubsidiariesThe Combined Defined Benefit…$34MPacificsource Pension Plan$34MThe Retirement Plan of the North Country Savings BankThe Retirement Plan of the N…$34MPennsylvania Compensation Rating Bureau Employee Retirement PlanPennsylvania Compensation Ra…$34MWilliston Basin Interstate Pipeline Company Pension PlanWilliston Basin Interstate P…$34M
End-of-year total assets ($M) among Pacificsource Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$34M
Net Income-$10M
Employer EIN463939584
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFICSOURCE)

Sponsor-wide plan assets over time

All PACIFICSOURCE plans reported in each filing year

Latest sponsor-wide plan assets
$211M 41.10816003249777% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $211M ▲ +41.1%
Year Plans Participants Total Assets
2022 2 1,838 $149M
2023 2 1,980 $185M
2024 2 2,157 $211M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Pacificsource Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Pacificsource Pension Plan, Total assets ($B): 0.034434207 · Participants: 208Pacificsource Pension PlanXpo Logistics Pension Plan, Total assets ($B): 1.621480979 · Participants: 5364Xpo Logistics Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.363107427 · Participants: 4602Northwest Sheet Metal Workers Pension PlanOregon Retail Employees Pension Plan, Total assets ($B): 0.982527154 · Participants: 23156Oregon Retail Employees Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan, Total assets ($B): 0.964714746 · Participants: 3037Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 0.917991885 · Participants: 2212Precision Castparts Corp. Retirement Plan
Pacificsource Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Pacificsource Pension Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of the North Country Savings Bank in NY ($34M); by covered participants it is King & Spalding LLP Cash Balance Pension Plan in GA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Pacificsource Pension Plan assets move in 2022? ▼
Pacificsource Pension Plan declined sharply - down 22.6% during 2022, from $44M to $34M. Reported net income was -$10M.
How have PACIFICSOURCE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PACIFICSOURCE's sponsor-wide assets grew 41.1%, from $149M to $211M.
Where does Pacificsource Pension Plan rank by assets among Form 5500 filers? ▼
Pacificsource Pension Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of the North Country Savings Bank in NY ($34M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King & Spalding LLP Cash Balance Pension Plan in GA (208 participants, $197M 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 463939584.

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.