Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Oregon Retail Employees Pension Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
20,043
Participants Very large workforce
99th
Percentile by assets National rank
$50,851
Avg per participant Low balance/head
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Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade

$1.0B in assets, 20,043 participants

Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $1.0B in total assets and 20,043 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,348 in Retail Trade (8,414 peers)

Coverage in Oregon

Oregon Retail Employees Pension Plan covers 20,043 participants in Oregon, 45x the typical Oregon plan (state average ~443 per filing). Assets: $1.0B.

#8,348
in Retail Trade (8,414 peers)
+3.7%
assets growth YoY
10×
vs typical plan assets (national mean)

Oregon Retail Employees Pension Plan's outsized position by total assets

Oregon Retail Employees Pension Plan vs every filed plan by assets

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

$1,019,198,743 Top 1% higher than 99% 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

Oregon Retail Employees Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Retail Employees Pension Plan is a mega filing (20,043 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Retail Employees Pension Plan reported net income rose from -$184M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Oregon Retail Employees Pension Plan reported participants fell from 23,156 in the plan year 2022 filing to 20,043 in the plan year 2023 filing.
  • Oregon Retail Employees Pension Plan end-of-year assets rose from $983M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 936074377 · Board of Trustees, Oregon Retail Employees Pension PY 2023 · Defined Benefit (Pension)

Oregon Retail Employees Pension Plan · $1.0B · 20,043 · 99th

  • PCT $1.0B
  • PCT 20,043
  • PCT 99th
  • PCT Defined Benefit (Pension)
  • PCT near Meijer Hourly Pension Plan
  • PCT ind #8348

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 Retail Trade retirement plans → · Plans in Oregon →

Oregon Retail Employees Pension Plan in the asset neighbourhood

Western Metal Industry Pension PlanWestern Metal Industry Pensi…$1.0BOregon Retail Employees Pension PlanOregon Retail Employees Pens…$1.0BMeijer Hourly Pension Plan$1.0BGroup Retirement Income Plan No.16Group Retirement Income Plan…$1.0BIron Workers District Council of So Oh & Vicinity Pension TrustIron Workers District Counci…$1.0B
End-of-year total assets ($B) among Oregon Retail Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$983M
Net Assets (End of Year)$1.0B
Net Income$37M
Employer EIN936074377
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Oregon Retail Employees Pension)

Sponsor-wide plan assets over time

All Board of Trustees, Oregon Retail Employees Pension plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 334.3759346115741% vs 2022
2024 filing year
$0B$1B$2B$3B$4B$5B 202220232024 $0.98B $4.27B ▲ +335.7%
Year Plans Participants Total Assets
2022 1 23,156 $983M
2023 1 20,043 $1.0B
2024 4 80,440 $4.3B

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Retail Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.811.21.41.61.8 Total assets ($B) Participants Oregon Retail Employees Pension Plan, Total assets ($B): 1.019198743 · Participants: 20043Oregon Retail Employees 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 PlanEdison Pension Plan, Total assets ($B): 0.922411141 · Participants: 4497Edison Pension Plan
Oregon Retail Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Retail Employees Pension Plan side-by-side with 3 peers →

Scale composition for Oregon Retail Employees Pension Plan

Oregon Retail Employees Pension Plan reports $1.0B in end-of-year assets across 20,043 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $50,851 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $37M.

This plan identity (EIN 936074377, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $1.1B (+8.2%) while covered participants moved from 23,156 to 19,775 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,156 $983M Open filing
2023 20,043 $1.0B This page
2024 19,961 $1.1B Open filing
2024 18,733 $983M Open filing
2024 21,971 $1.2B Open filing
2024 · index core 19,775 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Meijer Hourly Pension Plan in MI ($1.0B); by covered participants it is Retirement Plan of International Paper Company in TN (20,164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (20,043 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 Oregon Retail Employees Pension Plan assets move in 2023? ▼
Oregon Retail Employees Pension Plan edged up modestly - up 3.7% during 2023, from $983M to $1.0B. Reported net income was $37M.
How have Board of Trustees, Oregon Retail Employees Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Oregon Retail Employees Pension's sponsor-wide assets grew 334.4%, from $983M to $4.3B.
Where does Oregon Retail Employees Pension Plan rank by assets among Form 5500 filers? ▼
Oregon Retail Employees Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Oregon Retail Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meijer Hourly Pension Plan in MI ($1.0B, 6,939 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Retail Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of International Paper Company in TN (20,164 participants, $8.8B 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 936074377.

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.