Defined Benefit (Pension) · DOL Form 5500 · 2022

Western States Office & Professional Pen Pension Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
472
Participants Below avg headcount
97th
Percentile by assets National rank
$727,037
Avg per participant High balance/head
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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.

  • #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.

#4,875
in Administrative & Support Services (4,927 peers)
-18.4%
assets change YoY
3.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Western States Office and Professional Employees Pension Fund vs every filed plan by assets

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

$343,161,334 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

Western States Office and Professional Employees Pension Fund 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. Western States Office and Professional Employees Pension Fund sits mid-pack in the medium band (472 participants).

Plan-year Form 5500 strip

Filing strip 946076144 · Western States Office & Professional Pen PY 2022 · Defined Benefit (Pension)

Western States Office and Professional Employees Pension Fund · $343M · 472 · 97th

  • EIN $343M
  • EIN 472
  • EIN 97th
  • EIN Defined Benefit (Pension)
  • EIN near Retirement Plan for Employees of Concord Hospital - Laconia
  • EIN ind #4875

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 Administrative & Support Services retirement plans → · Plans in Oregon →

Western States Office and Professional Employees Pension Fund in the asset neighbourhood

Arizona Pipe Trades Pension PlanArizona Pipe Trades Pension …$344MWeil, Gotshal & Manges Partners' Defined Benefit PlanWeil, Gotshal & Manges Partn…$343MRetirement Plan for Employees of Concord Hospital - LaconiaRetirement Plan for Employee…$343MWestern States Office and Professional Employees Pension FundWestern States Office and Pr…$343MRetirement Income Plan for Selective Insurance Company of AmericaRetirement Income Plan for S…$342M
End-of-year total assets ($M) among Western States Office and Professional Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$420M
Net Assets (End of Year)$343M
Net Income-$77M
Employer EIN946076144
Plan Effective Date1960-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Western States Office & Professional Pen)

Sponsor-wide plan assets over time

All Western States Office & Professional Pen plans reported in each filing year

Latest sponsor-wide plan assets
$601M 75.1894745810727% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $343M $601M ▲ +75.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Western States Office and Professional Employees Pension Fund, Total assets ($B): 0.343161334 · Participants: 472Western States Office and Professional Employees Pension FundXpo 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
Western States Office and Professional Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Western States Office and Professional Employees Pension Fund side-by-side with 3 peers →

Western States Office and Professional Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Concord Hospital - Laconia in NH ($343M); by covered participants it is Teamsters Local 814 Pension Fund in NJ (472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (472 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 Western States Office and Professional Employees Pension Fund assets move in 2022? ▼
Western States Office and Professional Employees Pension Fund declined sharply - down 18.4% during 2022, from $420M to $343M. Reported net income was -$77M.
How have Western States Office & Professional Pen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western States Office & Professional Pen's sponsor-wide assets grew 75.2%, from $343M to $601M.
Where does Western States Office and Professional Employees Pension Fund rank by assets among Form 5500 filers? ▼
Western States Office and Professional Employees Pension Fund 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 Defined Benefit (Pension) plans are similar in size to Western States Office and Professional Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Concord Hospital - Laconia in NH ($343M, 721 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western States Office and Professional Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Local 814 Pension Fund in NJ (472 participants, $87M 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 946076144.

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.