Defined Benefit (Pension) · DOL Form 5500 · 2023

Cascade Utilities, Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
71
Participants Small participant base
75th
Percentile by assets National rank
$322,686
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies · Sponsored by Cascade Utilities, Inc. · Oregon · Utilities

$23M in assets, 71 participants

Cascade Utilities, Inc.'s Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported $23M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #269 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies ranks #269 of 721 2023 filers by assets (2344% of the sector average)-$23M for 71 participants.

#269
in Utilities (721 peers)
+1.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies's outsized position by total assets

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,910,685 Top 25% higher than 75% of 127,068 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 2023

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported net income rose from -$9M in the plan year 2022 filing to $348K in the plan year 2023 filing.
  • Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported participants fell from 76 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies end-of-year assets rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930163010 · Cascade Utilities, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies · $23M · 71 · 75th

  • EIN $23M
  • EIN 71
  • EIN 75th
  • EIN Defined Benefit (Pension)
  • EIN near Glaziers Local 387 Pension Plan
  • EIN ind #269

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 Utilities retirement plans → · Plans in Oregon →

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in the asset neighbourhood

Mohawk Fine Papers Inc. Non-Union Retirement Income PlanMohawk Fine Papers Inc. Non-…$23MCommunications Workers of America Adjustable Pension PlanCommunications Workers of Am…$23MRetirement Plan for Employees of Cascade Utilities Inc. and Affiliated CompaniesRetirement Plan for Employee…$23MGlaziers Local 387 Pension PlanGlaziers Local 387 Pension P…$23MFritz Enterprises, Inc. Employees' Retirement PlanFritz Enterprises, Inc. Empl…$23M
End-of-year total assets ($M) among Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$348K
Employer EIN930163010
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Utilities, Inc.)

Sponsor-wide plan assets over time

All Cascade Utilities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 14.176618109635836% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50.3M $57.4M ▲ +14.2%
Year Plans Participants Total Assets
2022 2 617 $50M
2023 2 586 $56M
2024 2 628 $57M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies, Total assets ($B): 0.022910685 · Participants: 71Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated CompaniesXpo Pension Plan, Total assets ($B): 1.662597016 · Participants: 4840Xpo Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.546537504 · Participants: 4660Northwest Sheet Metal Workers Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.119947239 · Participants: 3351Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.05006839 · Participants: 2018Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees Pension Plan
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies side-by-side with 3 peers →

Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Glaziers Local 387 Pension Plan in IN ($23M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies assets move in 2023? ▼
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies edged up modestly - up 1.5% during 2023, from $23M to $23M. Reported net income was $348K.
How have Cascade Utilities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Utilities, Inc.'s sponsor-wide assets grew 14.2%, from $50M to $57M.
Where does Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Glaziers Local 387 Pension Plan in IN ($23M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930163010.

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.