Defined Benefit (Pension) · DOL Form 5500 · 2023

Vistra Operations Company LLC Pension Plan

Data updated 2026-08-25

$254M
Total assets Near avg plan size
207
Participants Below avg headcount
96th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#970
in Management of Enterprises (1,137 peers)
+1.0%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Vistra Retirement Plan's outsized position 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

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

Vistra 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. Vistra Retirement Plan sits mid-pack in the medium band (207 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364833461 · Vistra Operations Company LLC PY 2023 · Defined Benefit (Pension)

Vistra Retirement Plan · $254M · 207 · 96th

  • PHOTO $254M
  • IND 207
  • EOY 96th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Evonik Corporation Retirement Plan
  • PCT ind #970

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 Management of Enterprises retirement plans → · Plans in Texas →

Vistra Retirement Plan in the asset neighbourhood

NECA Local 145 IBEW Pension FundNECA Local 145 IBEW Pension …$254MVistra Retirement Plan$254MEvonik Corporation Retirement PlanEvonik Corporation Retiremen…$253MSchneider Electric USA, Inc. Coordinated Bargaining Employees' Pension PlanSchneider Electric USA, Inc.…$253MTdk U. S. a. Corporation Retirement PlanTdk U. S. a. Corporation Ret…$253M
End-of-year total assets ($M) among Vistra Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$251M
Net Assets (End of Year)$254M
Net Income$2M
Employer EIN364833461
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistra Operations Company LLC)

Sponsor-wide plan assets over time

All Vistra Operations Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 53.567037428686426% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.83B $2.81B ▲ +53.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vistra Retirement Plan, Total assets ($B): 0.253619474 · Participants: 207Vistra Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Vistra Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Evonik Corporation Retirement Plan in NJ ($253M); by covered participants it is King Abdullah University of Science & Technology Retirement Plan in (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Vistra Retirement Plan assets move in 2023? ▼
Vistra Retirement Plan held essentially flat - up 1.0% during 2023, from $251M to $254M. Reported net income was $2M.
How have Vistra Operations Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistra Operations Company LLC's sponsor-wide assets grew 53.6%, from $1.8B to $2.8B.
Where does Vistra Retirement Plan rank by assets among Form 5500 filers? ▼
Vistra Retirement Plan 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 Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Evonik Corporation Retirement Plan in NJ ($253M, 660 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King Abdullah University of Science & Technology Retirement Plan in (207 participants, $40M 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 364833461.

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.