Defined Benefit (Pension) · DOL Form 5500 · 2023
Vistra Operations Company LLC Pension Plan
Data updated 2026-08-11
- $254M
- Total assets
- 207
- Participants
- 96th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Vistra Retirement Plan · Sponsored by Vistra Operations Company LLC · Texas · Management of Enterprises
$254M in assets, 207 participants
Vistra Operations Company LLC's Vistra Retirement Plan reported $254M in total assets and 207 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)
- #970 in Management of Enterprises (1,137 peers)
Coverage in Texas
Vistra Retirement Plan covers 207 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $254M.
- $254M
- total plan assets (2023 EOY)
- 207
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $1.2M
- avg assets per participant
Where Vistra Retirement Plan sits by total assets
Vistra Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$253,619,474 Top 4% higher than 96% of 127,068 filed plans
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
- Vistra Retirement Plan reported net income rose from -$82M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Vistra Retirement Plan reported participants fell from 247 in the plan year 2022 filing to 207 in the plan year 2023 filing.
- Vistra Retirement Plan end-of-year assets rose from $251M in the plan year 2022 filing to $254M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Vistra Retirement Plan reports 207 participants - about 30% of that state average ($254M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $254M |
| Net Income | $2M |
| Employer EIN | 364833461 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vistra Operations Company LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,121 | $1.8B |
| 2023 | 3 | 6,042 | $2.0B |
| 2024 | 4 | 6,419 | $2.8B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Vistra Retirement Plan by total assets, not by location.
- Evonik Corporation Retirement Plan (NJ) $253M · 660
- Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan (IL) $253M · 304
- NECA Local 145 IBEW Pension Fund (IL) $254M · 786
- Tdk U. S. a. Corporation Retirement Plan (NY) $253M · 391
Frequently Asked Questions
How did Vistra Retirement Plan assets move in 2023? ▼
How have Vistra Operations Company LLC plan assets changed over time? ▼
Where does Vistra Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Vistra Retirement Plan? ▼
Next read for Vistra Retirement Plan
Filing takeaways
Ways to act on Vistra Retirement Plan's numbers.
- By total assets, Vistra Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Vistra Operations Company LLC's sponsor-wide assets have grown 53.6% since 2022 across 3 plan years on file. More Management of Enterprises plans