Defined Benefit (Pension) · DOL Form 5500 · 2022

Oregon Tool, Inc. Pension Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
220
Participants Below avg headcount
92nd
Percentile by assets National rank
$417,432
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: The Oregon Tool Retirement Plan · Sponsored by Oregon Tool, Inc. · Oregon · Manufacturing

$92M in assets, 220 participants

Oregon Tool, Inc.'s The Oregon Tool Retirement Plan reported $92M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,176 in Manufacturing (20,602 peers)

Coverage in Oregon

The Oregon Tool Retirement Plan covers 220 participants in Oregon, about 50% of the average Oregon filer (state average ~443 per filing). Assets: $92M.

#18,176
in Manufacturing (20,602 peers)
-31.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Oregon Tool Retirement Plan's outsized position by total assets

The Oregon Tool Retirement Plan vs every filed plan by assets

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

$91,835,109 Top 8% higher than 92% 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

The Oregon Tool Retirement 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. The Oregon Tool Retirement Plan sits mid-pack in the medium band (220 participants).

EBSA filing schedule strip

Filing strip 630780521 · Oregon Tool, Inc. PY 2022 · Defined Benefit (Pension)

The Oregon Tool Retirement Plan · $92M · 220 · 92nd

  • 5500 $92M
  • ASSETS 220
  • PCT 92nd
  • EIN Defined Benefit (Pension)
  • RANK near Alliance Coal, LLC & Aff. Pension Plan for Coal Employees
  • PHOTO ind #18176

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 →

The Oregon Tool Retirement Plan in the asset neighbourhood

Jacksonville Maritime Association / International Longshoreman's AssociationJacksonville Maritime Associ…$92MAlliance Coal, LLC & Aff. Pension Plan for Coal EmployeesAlliance Coal, LLC & Aff. Pe…$92MSandia Laboratory Federal Credit Union Employees' Cash Balance Pension PlanSandia Laboratory Federal Cr…$92MThe Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$92MOperative Plasterers & Cement Masons Officers & Employees Pension FundOperative Plasterers & Cemen…$92M
End-of-year total assets ($M) among The Oregon Tool Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$92M
Net Income-$41M
Employer EIN630780521
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oregon

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

The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants The Oregon Tool Retirement Plan, Total assets ($B): 0.091835109 · Participants: 220The Oregon Tool Retirement 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
The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare The Oregon Tool Retirement Plan side-by-side with 3 peers →

The Oregon Tool Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK ($92M); by covered participants it is Retirement Plan for Employees of Southern California Presbyterian Homes in CA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 The Oregon Tool Retirement Plan assets move in 2022? ▼
The Oregon Tool Retirement Plan contracted severely - down 31.3% during 2022, from $134M to $92M. Reported net income was -$41M.
Where does The Oregon Tool Retirement Plan rank by assets among Form 5500 filers? ▼
The Oregon Tool Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK ($92M, 295 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Southern California Presbyterian Homes in CA (220 participants, $36M 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 630780521.

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.