Defined Benefit (Pension) · DOL Form 5500 · 2023
Western States Office & Professional Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $610M
- Total assets Above avg plan size
- 659
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $926,282
- Avg per participant High balance/head
Official DOL plan name: Western States Office & Professional Employees Pen · Sponsored by Western States Office & Professional Employees Pension Fund · Oregon · Administrative & Support Services
$610M in assets, 659 participants
Western States Office & Professional Employees Pension Fund's Western States Office & Professional Employees Pen reported $610M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #4,338 in Administrative & Support Services (4,372 peers)
Where Western States Office & Professional Employees Pen sits by assets
Western States Office & Professional Employees Pen sits in the top 5% of all filed plans by assets, $610M for 659 participants (~$926,282/participant), up 77.9% in 2023.
- #4,338
- in Administrative & Support Services (4,372 peers)
- +77.9%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Western States Office & Professional Employees Pen's outsized position by total assets
Western States Office & Professional Employees Pen vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$610,419,899 Top 2% higher than 98% 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
Western States Office & Professional Employees Pen 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. Western States Office & Professional Employees Pen sits mid-pack in the medium band (659 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western States Office & Professional Employees Pen reported net income rose from -$77M in the plan year 2022 filing to $267M in the plan year 2023 filing.
- Western States Office & Professional Employees Pen end-of-year assets rose from $343M in the plan year 2022 filing to $610M in the plan year 2023 filing.
- Western States Office & Professional Employees Pen reported participants rose from 472 in the plan year 2022 filing to 659 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946076144 · Western States Office & Professional Employees Pension Fund PY 2023 · Defined Benefit (Pension)
Western States Office & Professional Employees Pen · $610M · 659 · 98th
- PART $610M
- PART 659
- PART 98th
- PART Defined Benefit (Pension)
- PART near Legacy Ghs/Tuomey Pension Plan
- PART ind #4338
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 Administrative & Support Services retirement plans → · Plans in Oregon →
Western States Office & Professional Employees Pen in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $610M |
| Net Income | $267M |
| Employer EIN | 946076144 |
| Plan Effective Date | 1960-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western States Office & Professional Employees Pension Fund)
Sponsor-wide plan assets over time
All Western States Office & Professional Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $601M 75.1894745810727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 472 | $343M |
| 2023 | 1 | 659 | $610M |
| 2024 | 1 | 629 | $601M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
Western States Office & Professional Employees Pen's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Legacy Ghs/Tuomey Pension Plan in SC ($611M); by covered participants it is Plumbers and Pipefitters Local Union No 333 Pension Fund in MI (659 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($610M here).
- Legacy Ghs/Tuomey Pension Plan (SC) $611M · 3,346
- Structural Iw Local #1 Pension Plan (IL) $611M · 1,310
- National Basketball Association Players' Pension Plan (IN) $610M · 435
- Detroit Medical Center Consolidated Pension Plan (MI) $611M · 1,803
Similar participant headcount
Nearest other-state filings by covered participants (659 participants); asset peers above are excluded.
- Plumbers and Pipefitters Local Union No 333 Pension Fund (MI) 659 · 0 off
- IBEW Local No. 82 Pension Plan (PA) 659 · 0 off
- Financial Institutions, Inc. Pension Plan as a Member of the New York State Bankers Retirement System (NY) 659 · 0 off
- Southwest Power Pool, Inc. Retirement Plan (AR) 660 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.