Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Ocu Pension Trust Pension Plan

Data updated 2026-08-11

$248M
Total assets
538
Participants
96th
Percentile by assets
$461,160
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$248M
total plan assets (2023 EOY)
538
covered participants
96th
percentile by assets (of 127,072 plans)
$461,160
avg assets per participant

Where Ocu Pension Trust sits 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 $2,010,000,000 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

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 →

State
California
Industry
Administrative & Support Services

Ocu Pension Trust vs the 2023 asset distribution

By assets, Ocu Pension Trust outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

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)

$200M$220M$240M$260M$280M 202220232024 $213M $273M ▲ +28.3%
Total plan assets by year, all Trustees of the Ocu Pension Trust plans on file
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 Re…, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Elec…Pacific Gas and Elec…, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pens…
Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ocu Pension Trust side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ocu Pension Trust by total assets, not by location.

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).

Next read for Ocu Pension Trust

Scale reading

Ways to act on Ocu Pension Trust's numbers.

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.