Money Purchase · DOL Form 5500 · 2022
Cascade Pension Trust Board of Trustees Money Purchase Plan
Data updated 2026-08-06
- $331M
- Total assets
- 2,092
- Participants
- 97th
- Percentile by assets
- $158,444
- Avg per participant
Official DOL plan name: Cascade Pension Plan · Sponsored by Cascade Pension Trust Board of Trustees · Oregon · Construction
$331M in assets, 2,092 participants
Cascade Pension Trust Board of Trustees's Cascade Pension Plan reported $331M in total assets and 2,092 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #9,606 in Construction (9,938 peers)
Coverage in Oregon
Cascade Pension Plan covers 2,092 participants in Oregon, 4.8x the typical Oregon plan (state average ~440 per filing). Assets: $331M.
- $331M
- total plan assets (2022 EOY)
- 2,092
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $158,444
- avg assets per participant
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Cascade Pension Plan reports 2,092 participants - 4.8x that state average ($331M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $331M |
| Net Income | -$53M |
| Employer EIN | 936105946 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascade Pension Trust Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,538 | $382M |
| 2023 | 2 | 2,578 | $433M |
| 2024 | 2 | 2,849 | $495M |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cascade Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- International Brotherhood of Electrical Workers District No.9 Pension Plan $1.9B · 27,536
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Samaritan Health Services Retirement Plan $245M · 5,816
- Local Union 598 Supplemental Pension Plan $113M · 602
- Osu Foundation Money Purchase Plan $36M · 135
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cascade Pension Plan by total assets, not by location.
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) $331M · 1,999
- Aura, Inc. Money Purchase Pension Plan and Trust (DC) $328M · 1,377
- Nas Primary Retirement Plan (DC) $326M · 900
- IBEW & Electrical Industry Loc 697, Money Purchase Plan (IN) $337M · 951
Frequently Asked Questions
How did Cascade Pension Plan assets move in 2022? ▼
How have Cascade Pension Trust Board of Trustees plan assets changed over time? ▼
Where does Cascade Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Cascade Pension Plan? ▼
Next read for Cascade Pension Plan
Filing takeaways
Ways to act on Cascade Pension Plan's numbers.
- By total assets, Cascade Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Cascade Pension Trust Board of Trustees's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Construction plans