Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the Office and Professional Employees Pension Tru Pension Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
383
Participants Below avg headcount
95th
Percentile by assets National rank
$460,128
Avg per participant High balance/head
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Official DOL plan name: Office and Professional Employees Pension Trust Fund · Sponsored by Board of Trustees of the Office and Professional Employees Pension Tru · California · Administrative & Support Services

$176M in assets, 383 participants

Board of Trustees of the Office and Professional Employees Pension Tru's Office and Professional Employees Pension Trust Fund reported $176M in total assets and 383 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,815 in Administrative & Support Services (4,927 peers)

Where Office and Professional Employees Pension Trust Fund sits by assets

Office and Professional Employees Pension Trust Fund sits in the top 5% of all filed plans by assets, $176M for 383 participants (~$460,128/participant), up 1.6% in 2022.

#4,815
in Administrative & Support Services (4,927 peers)
+1.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Office and Professional Employees Pension Trust Fund's outsized position by total assets

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

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

$176,229,201 Top 5% higher than 95% 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

Office and Professional Employees Pension Trust 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. Office and Professional Employees Pension Trust Fund sits mid-pack in the medium band (383 participants).

EBSA filing schedule strip

Filing strip 946110868 · Board of Trustees of the Office and Professional Employees Pension Tru PY 2022 · Defined Benefit (Pension)

Office and Professional Employees Pension Trust Fund · $176M · 383 · 95th

  • SCH $176M
  • EBSA 383
  • PART 95th
  • TYPE Defined Benefit (Pension)
  • NET near Sanofi Pasteur Inc. Retirement Plan
  • BOOK ind #4815

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 California →

Office and Professional Employees Pension Trust Fund in the asset neighbourhood

Driv Employees Retirement PlanDriv Employees Retirement Pl…$177MSylvamo Pension Plan$176MSanofi Pasteur Inc. Retirement PlanSanofi Pasteur Inc. Retireme…$176MOffice and Professional Employees Pension Trust FundOffice and Professional Empl…$176MAlaska USA Defined Benefit Retirement PlanAlaska USA Defined Benefit R…$176M
End-of-year total assets ($M) among Office and Professional Employees Pension Trust 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)$173M
Net Assets (End of Year)$175M
Net Income$3M
Employer EIN946110868
Plan Effective Date1968-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Office and Professional Employees Pension Tru)

Sponsor-wide plan assets over time

All Board of Trustees of the Office and Professional Employees Pension Tru plans reported in each filing year

Latest sponsor-wide plan assets
$204M 16.01305676917868% vs 2022
2023 filing year
$170M$180M$190M$200M$210M 20222023 $176M $204M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 383 $176M
2023 1 311 $204M

Nearby Defined Benefit (Pension) Plans in California

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

Office and Professional Employees Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Office and Professional Employees Pension Trust Fund, Total assets ($B): 0.176229201 · Participants: 383Office and Professional Employees Pension Trust FundKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Office and Professional Employees Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Office and Professional Employees Pension Trust Fund side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Sanofi Pasteur Inc. Retirement Plan in PA ($176M); by covered participants it is Nurses Defined Benefit Retirement Plan of Nyp/Lower Manhattan Hospital in NY (383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($176M here).

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Office and Professional Employees Pension Trust Fund assets move in 2022? ▼
Office and Professional Employees Pension Trust Fund edged up modestly - up 1.6% during 2022, from $173M to $176M. Reported net income was $3M.
How have Board of Trustees of the Office and Professional Employees Pension Tru plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of the Office and Professional Employees Pension Tru's sponsor-wide assets grew 16.0%, from $176M to $204M.
Where does Office and Professional Employees Pension Trust Fund rank by assets among Form 5500 filers? ▼
Office and Professional Employees Pension Trust Fund ranks in the 95th 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 Office and Professional Employees Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sanofi Pasteur Inc. Retirement Plan in PA ($176M, 1,421 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Office and Professional Employees Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nurses Defined Benefit Retirement Plan of Nyp/Lower Manhattan Hospital in NY (383 participants, $56M 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 946110868.

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.