Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Edison Pension Trust Pension Plan

Data updated 2026-08-25

$922M
Total assets Above avg plan size
4,497
Participants Above avg headcount
98th
Percentile by assets National rank
$205,117
Avg per participant Above avg balance/head
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Official DOL plan name: Edison Pension Plan · Sponsored by Board of Trustees, Edison Pension Trust · Oregon · Construction

$922M in assets, 4,497 participants

Board of Trustees, Edison Pension Trust's Edison Pension Plan reported $922M in total assets and 4,497 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,900 in Construction (9,030 peers)

Coverage in Oregon

Edison Pension Plan covers 4,497 participants in Oregon, 10x the typical Oregon plan (state average ~443 per filing). Assets: $922M.

#8,900
in Construction (9,030 peers)
+9.0%
assets growth YoY
9.3×
vs typical plan assets (national mean)

Edison Pension Plan's outsized position by total assets

Edison Pension Plan vs every filed plan by assets

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

$922,411,141 Top 2% higher than 98% 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

Edison Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edison Pension Plan lands in the large band (4,497 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edison Pension Plan reported net income rose from -$65M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Edison Pension Plan end-of-year assets rose from $846M in the plan year 2022 filing to $922M in the plan year 2023 filing.
  • Edison Pension Plan reported participants rose from 4,287 in the plan year 2022 filing to 4,497 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 936061681 · Board of Trustees, Edison Pension Trust PY 2023 · Defined Benefit (Pension)

Edison Pension Plan · $922M · 4,497 · 98th

  • EOY $922M
  • EOY 4,497
  • EOY 98th
  • EOY Defined Benefit (Pension)
  • EOY near National Fuel Gas Company Retirement Plan
  • EOY ind #8900

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 Construction retirement plans → · Plans in Oregon →

Edison Pension Plan in the asset neighbourhood

Abc-Nabet Retirement Trust FundAbc-Nabet Retirement Trust F…$926MMetal Trades Branch Local 638 Pension FundMetal Trades Branch Local 63…$925MDuquesne Light Company Defined Benefit Retirement PlanDuquesne Light Company Defin…$925MNational Fuel Gas Company Retirement PlanNational Fuel Gas Company Re…$924MEdison Pension Plan$922M
End-of-year total assets ($M) among Edison Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$846M
Net Assets (End of Year)$917M
Net Income$76M
Employer EIN936061681
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Edison Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees, Edison Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 22.31055879197621% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.85B $1.03B ▲ +21.2%
Year Plans Participants Total Assets
2022 1 4,287 $846M
2023 1 4,497 $922M
2024 1 4,564 $1.0B

Nearby Defined Benefit (Pension) Plans in Oregon

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

Edison Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.811.21.41.61.8 Total assets ($B) Participants Edison Pension Plan, Total assets ($B): 0.922411141 · Participants: 4497Edison Pension PlanXpo 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
Edison Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Edison Pension Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is National Fuel Gas Company Retirement Plan in NY ($924M); by covered participants it is Siemens Pension Plan in NJ (4,505 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($922M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,497 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 Edison Pension Plan assets move in 2023? ▼
Edison Pension Plan grew at a solid clip - up 9.0% during 2023, from $846M to $922M. Reported net income was $76M.
How have Board of Trustees, Edison Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Edison Pension Trust's sponsor-wide assets grew 22.3%, from $846M to $1.0B.
Where does Edison Pension Plan rank by assets among Form 5500 filers? ▼
Edison Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Edison Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Fuel Gas Company Retirement Plan in NY ($924M, 256 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edison Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Siemens Pension Plan in NJ (4,505 participants, $1.5B 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 936061681.

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.