Defined Benefit (Pension) · DOL Form 5500 · 2023

Oregon Tool, Inc. Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
170
Participants Small participant base
88th
Percentile by assets National rank
$385,152
Avg per participant High balance/head
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Official DOL plan name: The Oregon Tool Retirement Plan · Sponsored by Oregon Tool, Inc. · Oregon · Manufacturing

$65M in assets, 170 participants

Oregon Tool, Inc.'s The Oregon Tool Retirement Plan reported $65M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,427 in Manufacturing (18,722 peers)

Coverage in Oregon

The Oregon Tool Retirement Plan covers 170 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $65M.

#15,427
in Manufacturing (18,722 peers)
-28.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Oregon Tool Retirement Plan's outsized position by total assets

The Oregon Tool Retirement Plan vs every filed plan by assets

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

$65,475,801 Top 12% higher than 88% 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

The Oregon Tool Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oregon Tool Retirement Plan sits mid-pack in the medium band (170 participants).

EBSA filing schedule strip

Filing strip 630593908 · Oregon Tool, Inc. PY 2023 · Defined Benefit (Pension)

The Oregon Tool Retirement Plan · $65M · 170 · 88th

  • TYPE $65M
  • NET 170
  • BOOK 88th
  • VS-ST Defined Benefit (Pension)
  • BOY near Retail Clerks Specialty Stores Pension Fund
  • SCH ind #15427

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 Manufacturing retirement plans → · Plans in Oregon →

The Oregon Tool Retirement Plan in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontNon-Contributory Retirement …$66MRetail Clerks Specialty Stores Pension FundRetail Clerks Specialty Stor…$65MThe Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$65MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$65MSgl Group US Retirement Plan$65M
End-of-year total assets ($M) among The Oregon Tool Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$65M
Net Income-$27M
Employer EIN630593908
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Tool, Inc.)

Sponsor-wide plan assets over time

All Oregon Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$357M 6.202839166117865% vs 2023
2024 filing year
$330M$340M$350M$360M 20232024 $336M $357M ▲ +6.2%
Year Plans Participants Total Assets
2023 2 1,455 $336M
2024 2 1,247 $357M

Nearby Defined Benefit (Pension) Plans in Oregon

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

The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants The Oregon Tool Retirement Plan, Total assets ($B): 0.065475801 · Participants: 170The Oregon Tool Retirement 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
The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare The Oregon Tool Retirement Plan side-by-side with 3 peers →

The Oregon Tool Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Retail Clerks Specialty Stores Pension Fund in CA ($65M); by covered participants it is Food Pantry, Ltd. Pension Plan in HI (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Oregon Tool Retirement Plan assets move in 2023? ▼
The Oregon Tool Retirement Plan declined sharply - down 28.7% during 2023, from $92M to $65M. Reported net income was -$27M.
How have Oregon Tool, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Oregon Tool, Inc.'s sponsor-wide assets grew 6.2%, from $336M to $357M.
Where does The Oregon Tool Retirement Plan rank by assets among Form 5500 filers? ▼
The Oregon Tool Retirement Plan ranks in the 88th 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 The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retail Clerks Specialty Stores Pension Fund in CA ($65M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Food Pantry, Ltd. Pension Plan in HI (170 participants, $35M 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 630593908.

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.