Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Ocu Pension Trust Pension Plan

Data updated 2026-08-25

$248M
Total assets Near avg plan size
538
Participants Below avg headcount
96th
Percentile by assets National rank
$461,160
Avg per participant High balance/head
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Official DOL plan name: Ocu Pension Trust · Sponsored by Trustees of the Ocu Pension Trust · California · Administrative & Support Services

$248M in assets, 538 participants

Trustees of the Ocu Pension Trust's Ocu Pension Trust reported $248M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #4,281 in Administrative & Support Services (4,372 peers)

Where Ocu Pension Trust sits by assets

Ocu Pension Trust sits in the top 5% of all filed plans by assets, $248M for 538 participants (~$461,160/participant), up 16.5% in 2023.

#4,281
in Administrative & Support Services (4,372 peers)
+16.5%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Ocu Pension Trust's outsized position by total assets

Ocu Pension Trust vs every filed plan by assets

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

$248,104,103 Top 4% higher than 96% 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

Ocu Pension Trust 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. Ocu Pension Trust sits mid-pack in the medium band (538 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ocu Pension Trust reported net income rose from -$27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Ocu Pension Trust end-of-year assets rose from $213M in the plan year 2022 filing to $248M in the plan year 2023 filing.
  • Ocu Pension Trust reported participants fell from 547 in the plan year 2022 filing to 538 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261574440 · Trustees of the Ocu Pension Trust PY 2023 · Defined Benefit (Pension)

Ocu Pension Trust · $248M · 538 · 96th

  • BOY $248M
  • SCH 538
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Presbyterian Healthcare Services Employees' Pension Plan II
  • NET ind #4281

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 →

Ocu Pension Trust in the asset neighbourhood

Minnesota Teamsters Construction Division Pension FundMinnesota Teamsters Construc…$249MOcu Pension Trust$248MPresbyterian Healthcare Services Employees' Pension Plan IIPresbyterian Healthcare Serv…$248MRetirement Plan for Employees of Phoebe Putney Health System, Inc.Retirement Plan for Employee…$248MBic Corporation Employees' Pension PlanBic Corporation Employees' P…$247M
End-of-year total assets ($M) among Ocu Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$246M
Net Income$33M
Employer EIN261574440
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Ocu Pension Trust)

Sponsor-wide plan assets over time

All Trustees of the Ocu Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$273M 28.289055242843897% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $213M $273M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 547 $213M
2023 1 538 $248M
2024 1 542 $273M

Nearby Defined Benefit (Pension) Plans in California

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

Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ocu Pension Trust, Total assets ($B): 0.248104103 · Participants: 538Ocu Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ocu Pension Trust side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($248M); by covered participants it is American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan in TX (538 participants). Same-state nearby plans are listed separately above.

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 Ocu Pension Trust assets move in 2023? ▼
Ocu Pension Trust grew sharply - up 16.5% during 2023, from $213M to $248M. Reported net income was $33M.
How have Trustees of the Ocu Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Ocu Pension Trust's sponsor-wide assets grew 28.3%, from $213M to $273M.
Where does Ocu Pension Trust rank by assets among Form 5500 filers? ▼
Ocu Pension Trust ranks in the 96th 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 Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($248M, 814 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan in TX (538 participants, $43M 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 261574440.

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.