Money Purchase · DOL Form 5500 · 2022

Cascade Pension Trust Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
2,092
Participants Near avg headcount
97th
Percentile by assets National rank
$158,444
Avg per participant Above avg balance/head
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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.

  • #9,595 in Construction (9,927 peers)

Coverage in Oregon

Cascade Pension Plan covers 2,092 participants in Oregon, 4.7x the typical Oregon plan (state average ~443 per filing). Assets: $331M.

#9,595
in Construction (9,927 peers)
-13.7%
assets change YoY
3.3×
vs typical plan assets (national mean)

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.

Cascade Pension Plan's outsized position by total assets

Cascade Pension Plan vs every filed plan by assets

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

$331,465,756 Top 3% higher than 97% 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

Cascade Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascade Pension Plan lands in the large band (2,092 participants).

Form 5500 schedule snapshot

Filing strip 936105946 · Cascade Pension Trust Board of Trustees PY 2022 · Money Purchase

Cascade Pension Plan · $331M · 2,092 · 97th

  • EBSA $331M
  • EBSA 2,092
  • EBSA 97th
  • EBSA Money Purchase
  • EBSA near IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan
  • EBSA ind #9595

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 Construction retirement plans → · Plans in Oregon →

Cascade Pension Plan in the asset neighbourhood

IBEW & Electrical Industry Loc 697, Money Purchase PlanIBEW & Electrical Industry L…$337MCascade Pension Plan$331MIBEW Local 16, AFL-CIO & Multi- Employer Pension PlanIBEW Local 16, AFL-CIO & Mul…$331MAura, Inc. Money Purchase Pension Plan and TrustAura, Inc. Money Purchase Pe…$328MNas Primary Retirement Plan$326M
End-of-year total assets ($M) among Cascade Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$384M
Net Assets (End of Year)$331M
Net Income-$53M
Employer EIN936105946
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Pension Trust Board of Trustees)

Sponsor-wide plan assets over time

All Cascade Pension Trust Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$495M 29.73877772445056% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $382M $495M ▲ +29.7%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Cascade Pension Plan, Total assets ($B): 0.331465756 · Participants: 2092Cascade Pension PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 1.942050992 · Participants: 27536International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.812699037 · Participants: 1488Northwest Permanente, P.C. Retirement Plan - Mpp AspectSamaritan Health Services Retirement Plan, Total assets ($B): 0.244562282 · Participants: 5816Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.112716512 · Participants: 602Local Union 598 Supplemental Pension PlanOsu Foundation Money Purchase Plan, Total assets ($B): 0.036349512 · Participants: 135Osu Foundation Money Purchase Plan
Cascade Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Cascade Pension Plan side-by-side with 3 peers →

Cascade Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan in TN ($331M); by covered participants it is The Rand Corporation 401(a) Qualified Retirement Plan in CA (2,084 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,092 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 Cascade Pension Plan assets move in 2022? ▼
Cascade Pension Plan pulled back noticeably - down 13.7% during 2022, from $384M to $331M. Reported net income was -$53M.
How have Cascade Pension Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Pension Trust Board of Trustees's sponsor-wide assets grew 29.7%, from $382M to $495M.
Where does Cascade Pension Plan rank by assets among Form 5500 filers? ▼
Cascade Pension Plan ranks in the 97th 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 Money Purchase plans are similar in size to Cascade Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan in TN ($331M, 1,999 participants).
Which Money Purchase plans cover a similar participant headcount to Cascade Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Rand Corporation 401(a) Qualified Retirement Plan in CA (2,084 participants, $514M 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 936105946.

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.