Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees, Oregon District Foundry Pension Trust Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
96
Participants Small participant base
86th
Percentile by assets National rank
$429,211
Avg per participant High balance/head
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Official DOL plan name: Oregon District Foundry Pension Plan · Sponsored by Joint Board of Trustees, Oregon District Foundry Pension Trust · Oregon · Manufacturing

$41M in assets, 96 participants

Joint Board of Trustees, Oregon District Foundry Pension Trust's Oregon District Foundry Pension Plan reported $41M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,485 in Manufacturing (20,602 peers)

Where Oregon District Foundry Pension Plan sits by assets

Oregon District Foundry Pension Plan sits in the top quartile of all filed plans by assets, $41M for 96 participants (~$429,211/participant), down 12.7% in 2022.

#16,485
in Manufacturing (20,602 peers)
-12.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon District Foundry Pension Plan's outsized position by total assets

Oregon District Foundry Pension Plan vs every filed plan by assets

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

$41,204,280 Top 14% higher than 86% 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

Oregon District Foundry Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon District Foundry Pension Plan is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 936028742 · Joint Board of Trustees, Oregon District Foundry Pension Trust PY 2022 · Defined Benefit (Pension)

Oregon District Foundry Pension Plan · $41M · 96 · 86th

  • PCT $41M
  • EIN 96
  • RANK 86th
  • PHOTO Defined Benefit (Pension)
  • IND near Ideal Industries, Inc. Retirement Plan
  • EOY ind #16485

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 →

Oregon District Foundry Pension Plan in the asset neighbourhood

Lumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$41MThe Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement PlanThe Pennsylvania Lumbermens …$41MRestated Salaried Retirement PlanRestated Salaried Retirement…$41MOregon District Foundry Pension PlanOregon District Foundry Pens…$41MIdeal Industries, Inc. Retirement PlanIdeal Industries, Inc. Retir…$41M
End-of-year total assets ($M) among Oregon District Foundry Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$6M
Employer EIN936028742
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees, Oregon District Foundry Pension Trust)

Sponsor-wide plan assets over time

All Joint Board of Trustees, Oregon District Foundry Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$43M 4.053246410324364% vs 2022
2024 filing year
$40M$41M$42M$43M$44M$45M 202220232024 $41.2M $42.9M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 96 $41M
2023 1 18 $44M
2024 1 N/A $43M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon District Foundry Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Oregon District Foundry Pension Plan, Total assets ($B): 0.04120428 · Participants: 96Oregon District Foundry Pension 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
Oregon District Foundry Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon District Foundry Pension Plan side-by-side with 3 peers →

Oregon District Foundry Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Ideal Industries, Inc. Retirement Plan in IL ($41M); by covered participants it is Angola Wire Pension Trust in IN (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Oregon District Foundry Pension Plan assets move in 2022? ▼
Oregon District Foundry Pension Plan pulled back noticeably - down 12.7% during 2022, from $47M to $41M. Reported net income was -$6M.
How have Joint Board of Trustees, Oregon District Foundry Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees, Oregon District Foundry Pension Trust's sponsor-wide assets grew 4.1%, from $41M to $43M.
Where does Oregon District Foundry Pension Plan rank by assets among Form 5500 filers? ▼
Oregon District Foundry Pension Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oregon District Foundry Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ideal Industries, Inc. Retirement Plan in IL ($41M, 1,107 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon District Foundry Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angola Wire Pension Trust in IN (96 participants, $3M 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 936028742.

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.