Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$176M
Total assets: 383
Participants: 95th
Percentile by assets: $460,128
Avg per participant

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.

95th percentile by assets (of 139,126 plans)
#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.

$176M
total plan assets (2022 EOY): 383
covered participants: 95th
percentile by assets (of 139,126 plans): $460,128
avg assets per participant

State

California

Industry

Administrative & Support Services

Office and Professional Employees Pension Trust Fund vs the 2022 asset distribution

By assets, Office and Professional Employees Pension Trust Fund outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$173M
Net Assets (End of Year)	$175M
Net Income	$3M
Employer EIN	946110868
Plan Effective Date	1968-08-19
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees of the Office and Professional Employees Pension Tru plans on file

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

Kaiser Permanente Retirement Plan $31.9B · 126,331
Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
Disney Salaried Pension Plan D $9.2B · 11,405
Wells Fargo & Company Cash Balance Plan $8.8B · 59,141

Compare Office and Professional Employees Pensio… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Office and Professional Employees Pension Trust Fund by total assets, not by location.

Sanofi Pasteur Inc. Retirement Plan (PA) $176M · 1,421
Sylvamo Pension Plan (TN) $176M · 854
Alaska USA Defined Benefit Retirement Plan (AK) $176M · 179
Driv Employees Retirement Plan (MI) $177M · 606

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).

Next read for Office and Professional Employees Pensio…

Scale reading

Ways to act on Office and Professional Employees Pension Trust Fund's numbers.

By total assets, Office and Professional Employees Pension Trust 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 California. Compare plans
Board of Trustees of the Office and Professional Employees Pension Tru's sponsor-wide assets have grown 16.0% since 2022 across 2 plan years on file. More Administrative & Support Services plans

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.