Defined Benefit (Pension) · DOL Form 5500 · 2022
Western States Office & Professional Pen Pension Plan
Data updated 2026-08-11
- $343M
- Total assets
- 472
- Participants
- 97th
- Percentile by assets
- $727,037
- Avg per participant
Official DOL plan name: Western States Office and Professional Employees Pension Fund · Sponsored by Western States Office & Professional Pen · Oregon · Administrative & Support Services
$343M in assets, 472 participants
Western States Office & Professional Pen's Western States Office and Professional Employees Pension Fund reported $343M in total assets and 472 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 139,126 plans)
- #4,875 in Administrative & Support Services (4,927 peers)
Where Western States Office and Professional Employees Pension Fund sits by assets
Western States Office and Professional Employees Pension Fund sits in the top 5% of all filed plans by assets, $343M for 472 participants (~$727,037/participant), down 18.4% in 2022.
- $343M
- total plan assets (2022 EOY)
- 472
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $727,037
- avg assets per participant
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western States Office and Professional Employees Pension Fund vs the 2022 asset distribution
By assets, Western States Office and Professional Employees Pension Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | -$77M |
| Employer EIN | 946076144 |
| Plan Effective Date | 1960-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States Office & Professional Pen)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 472 | $343M |
| 2023 | 1 | 659 | $610M |
| 2024 | 1 | 629 | $601M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Western States Office and Professional Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Western States Office and Professional Employees Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Western States Office and Professional Employees Pension Fund assets move in 2022? ▼
How have Western States Office & Professional Pen plan assets changed over time? ▼
Where does Western States Office and Professional Employees Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Western States Office and Professional Employees Pension Fund? ▼
Next read for Western States Office and Professional E…
Scale reading
Ways to act on Western States Office and Professional Employees Pension Fund's numbers.
- By total assets, Western States Office and Professional Employees Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Western States Office & Professional Pen's sponsor-wide assets have grown 75.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans