Money Purchase · DOL Form 5500 · 2023

Cascade Pension Tr Money Purchase Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$375M
Total assets Above avg plan size
2,092
Participants Near avg headcount
97th
Percentile by assets National rank
$179,078
Avg per participant Above avg balance/head
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Official DOL plan name: Cascade Pension Trust Money Purchase Pension Plan · Sponsored by Cascade Pension Tr Money Purchase Board of Trustees · Oregon · Construction

$375M in assets, 2,092 participants

Cascade Pension Tr Money Purchase Board of Trustees's Cascade Pension Trust Money Purchase Pension Plan reported $375M in total assets and 2,092 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,687 in Construction (9,030 peers)

Coverage in Oregon

Cascade Pension Trust Money Purchase Pension Plan covers 2,092 participants in Oregon, 4.7x the typical Oregon plan (state average ~443 per filing). Assets: $375M.

#8,687
in Construction (9,030 peers)
+13.0%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Cascade Pension Trust Money Purchase Pension Plan's outsized position by total assets

Cascade Pension Trust Money Purchase Pension Plan vs every filed plan by assets

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

$374,630,622 Top 3% higher than 97% 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

Cascade Pension Trust Money Purchase Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascade Pension Trust Money Purchase Pension Plan lands in the large band (2,092 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cascade Pension Trust Money Purchase Pension Plan reported net income rose from -$53M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Cascade Pension Trust Money Purchase Pension Plan end-of-year assets rose from $331M in the plan year 2022 filing to $375M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 936105946 · Cascade Pension Tr Money Purchase Board of Trustees PY 2023 · Money Purchase

Cascade Pension Trust Money Purchase Pension Plan · $375M · 2,092 · 97th

  • EBSA $375M
  • EBSA 2,092
  • EBSA 97th
  • EBSA Money Purchase
  • EBSA near Ironworkers Local 11 Annuity Fund
  • EBSA ind #8687

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 Construction retirement plans → · Plans in Oregon →

Cascade Pension Trust Money Purchase Pension Plan in the asset neighbourhood

Aura, Inc. Money Purchase Pension Plan and TrustAura, Inc. Money Purchase Pe…$381MIBEW Local 16, AFL-CIO & Multi- Employer Pension PlanIBEW Local 16, AFL-CIO & Mul…$379MOperating Engineers Local 12 Defined Contribution TrustOperating Engineers Local 12…$376MIronworkers Local 11 Annuity FundIronworkers Local 11 Annuity…$375MCascade Pension Trust Money Purchase Pension PlanCascade Pension Trust Money …$375M
End-of-year total assets ($M) among Cascade Pension Trust Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$331M
Net Assets (End of Year)$374M
Net Income$43M
Employer EIN936105946
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Pension Tr Money Purchase Board of Trustees)

Sponsor-wide plan assets over time

All Cascade Pension Tr Money Purchase Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$495M 29.73877772445056% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $382M $495M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 2,538 $382M
2023 2 2,578 $433M
2024 2 2,849 $495M

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cascade Pension Trust Money Purchase Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Cascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.374630622 · Participants: 2092Cascade Pension Trust Money Purchase Pension PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 2.3381513 · Participants: 28784International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.966192011 · Participants: 1517Northwest Permanente, P.C. Retirement Plan - Mpp AspectSamaritan Health Services Retirement Plan, Total assets ($B): 0.28877694 · Participants: 5389Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.142516759 · Participants: 611Local Union 598 Supplemental Pension PlanOsu Foundation Money Purchase Plan, Total assets ($B): 0.045379224 · Participants: 132Osu Foundation Money Purchase Plan
Cascade Pension Trust Money Purchase Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Cascade Pension Trust Money Purchase Pension Plan side-by-side with 3 peers →

Cascade Pension Trust Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Ironworkers Local 11 Annuity Fund in NJ ($375M); by covered participants it is Hawaii Annuity Trust Fund for Operating Engineers in CA (2,096 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,092 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 Cascade Pension Trust Money Purchase Pension Plan assets move in 2023? ▼
Cascade Pension Trust Money Purchase Pension Plan grew at a solid clip - up 13.0% during 2023, from $331M to $375M. Reported net income was $43M.
How have Cascade Pension Tr Money Purchase Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Pension Tr Money Purchase Board of Trustees's sponsor-wide assets grew 29.7%, from $382M to $495M.
Where does Cascade Pension Trust Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Cascade Pension Trust Money Purchase Pension Plan ranks in the 97th 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 Money Purchase plans are similar in size to Cascade Pension Trust Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ironworkers Local 11 Annuity Fund in NJ ($375M, 1,159 participants).
Which Money Purchase plans cover a similar participant headcount to Cascade Pension Trust Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hawaii Annuity Trust Fund for Operating Engineers in CA (2,096 participants, $165M 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 936105946.

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.