Defined Benefit (Pension) · DOL Form 5500 · 2022

Oregon Education Association Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
86
Participants Small participant base
86th
Percentile by assets National rank
$479,996
Avg per participant High balance/head
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Official DOL plan name: Oregon Education Association Staff Pension Plan · Sponsored by Oregon Education Association · Oregon · Other Services

$41M in assets, 86 participants

Oregon Education Association's Oregon Education Association Staff Pension Plan reported $41M in total assets and 86 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.

  • #7,854 in Other Services (8,398 peers)

Where Oregon Education Association Staff Pension Plan sits by assets

Oregon Education Association Staff Pension Plan sits in the top quartile of all filed plans by assets, $41M for 86 participants (~$479,996/participant), up 1.8% in 2022.

#7,854
in Other Services (8,398 peers)
+1.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon Education Association Staff Pension Plan's outsized position by total assets

Oregon Education Association Staff Pension Plan vs every filed plan by assets

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

$41,279,694 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 Education Association Staff 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 Education Association Staff Pension Plan is a small filing (86 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 930243443 · Oregon Education Association PY 2022 · Defined Benefit (Pension)

Oregon Education Association Staff Pension Plan · $41M · 86 · 86th

  • IND $41M
  • EOY 86
  • 5500 86th
  • ASSETS Defined Benefit (Pension)
  • PCT near Ohio Cat Employees' Retirement Plan
  • EIN ind #7854

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 Other Services retirement plans → · Plans in Oregon →

Oregon Education Association Staff Pension Plan in the asset neighbourhood

Oregon Education Association Staff Pension PlanOregon Education Association…$41MOhio Cat Employees' Retirement PlanOhio Cat Employees' Retireme…$41MRestated Salaried Retirement PlanRestated Salaried Retirement…$41MThe Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement PlanThe Pennsylvania Lumbermens …$41MLumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$41M
End-of-year total assets ($M) among Oregon Education Association Staff 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)$41M
Net Assets (End of Year)$41M
Net Income$734K
Employer EIN930243443
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Education Association)

Sponsor-wide plan assets over time

All Oregon Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.090656324577791% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.1M $62.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 180 $55M
2023 2 166 $61M
2024 2 175 $63M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Education Association Staff 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 ($B) Participants Oregon Education Association Staff Pension Plan, Total assets ($B): 0.041279694 · Participants: 86Oregon Education Association Staff 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 Education Association Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Education Association Staff Pension Plan side-by-side with 3 peers →

Oregon Education Association Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Ohio Cat Employees' Retirement Plan in OH ($41M); by covered participants it is Angus Chemical Company Defined Benefit Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Education Association Staff Pension Plan assets move in 2022? ▼
Oregon Education Association Staff Pension Plan edged up modestly - up 1.8% during 2022, from $41M to $41M. Reported net income was $734K.
How have Oregon Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Education Association's sponsor-wide assets grew 14.1%, from $55M to $63M.
Where does Oregon Education Association Staff Pension Plan rank by assets among Form 5500 filers? ▼
Oregon Education Association Staff 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 Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ohio Cat Employees' Retirement Plan in OH ($41M, 258 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angus Chemical Company Defined Benefit Plan in IL (86 participants, $9M 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 930243443.

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.