Defined Benefit (Pension) · DOL Form 5500 · 2023

PACIFICSOURCE Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
193
Participants Below avg headcount
82nd
Percentile by assets National rank
$194,454
Avg per participant Above avg balance/head
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Official DOL plan name: Pacificsource Pension Plan · Sponsored by PACIFICSOURCE · Oregon · Finance & Insurance

$38M in assets, 193 participants

PACIFICSOURCE's Pacificsource Pension Plan reported $38M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,456 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Pacificsource Pension Plan covers 193 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $38M.

#6,456
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pacificsource Pension Plan's outsized position by total assets

Pacificsource Pension Plan vs every filed plan by assets

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

$37,529,659 Top 18% higher than 82% 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

Pacificsource Pension 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. Pacificsource Pension Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacificsource Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pacificsource Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Pacificsource Pension Plan reported participants fell from 208 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463939584 · PACIFICSOURCE PY 2023 · Defined Benefit (Pension)

Pacificsource Pension Plan · $38M · 193 · 82nd

  • VS-ST $38M
  • BOY 193
  • SCH 82nd
  • EBSA Defined Benefit (Pension)
  • PART near Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital
  • TYPE ind #6456

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 Finance & Insurance retirement plans → · Plans in Oregon →

Pacificsource Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Canton-Potsdam HospitalRetirement Plan for Employee…$38MThe Sabine Mining Company Pension PlanThe Sabine Mining Company Pe…$38MPacificsource Pension Plan$38MCash Balance Retirement Plan for Registered Nurses of Butler Memorial HospitalCash Balance Retirement Plan…$38MSchulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$37M
End-of-year total assets ($M) among Pacificsource Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN463939584
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFICSOURCE)

Sponsor-wide plan assets over time

All PACIFICSOURCE plans reported in each filing year

Latest sponsor-wide plan assets
$211M 41.10816003249777% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $211M ▲ +41.1%
Year Plans Participants Total Assets
2022 2 1,838 $149M
2023 2 1,980 $185M
2024 2 2,157 $211M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Pacificsource Pension 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 ($B) Participants Pacificsource Pension Plan, Total assets ($B): 0.037529659 · Participants: 193Pacificsource Pension 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
Pacificsource Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Pacificsource Pension Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital in PA ($38M); by covered participants it is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Pacificsource Pension Plan assets move in 2023? ▼
Pacificsource Pension Plan grew at a solid clip - up 9.0% during 2023, from $34M to $38M. Reported net income was $3M.
How have PACIFICSOURCE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PACIFICSOURCE's sponsor-wide assets grew 41.1%, from $149M to $211M.
Where does Pacificsource Pension Plan rank by assets among Form 5500 filers? ▼
Pacificsource Pension Plan ranks in the 82nd 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 Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital in PA ($38M, 500 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 participants, N/A 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 463939584.

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.