Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees, Oregon District Foundry Pension Trust Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
18
Participants Small participant base
84th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon District Foundry Pension Plan · Sponsored by Joint Board of Trustees, Oregon District Foundry Pension Trust · Oregon · Manufacturing

$44M in assets, 18 participants

Joint Board of Trustees, Oregon District Foundry Pension Trust's Oregon District Foundry Pension Plan reported $44M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,474 in Manufacturing (18,722 peers)

Where Oregon District Foundry Pension Plan sits by assets

Oregon District Foundry Pension Plan sits in the top quartile of all filed plans by assets, $44M for 18 participants (~$2.5M/participant), up 7.2% in 2023.

#14,474
in Manufacturing (18,722 peers)
+7.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon District Foundry Pension Plan's outsized position by total assets

Oregon District Foundry Pension Plan vs every filed plan by assets

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

$44,159,716 Top 16% higher than 84% 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 District Foundry Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon District Foundry Pension Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon District Foundry Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oregon District Foundry Pension Plan reported participants fell from 96 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Oregon District Foundry Pension Plan end-of-year assets rose from $41M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 936028742 · Joint Board of Trustees, Oregon District Foundry Pension Trust PY 2023 · Defined Benefit (Pension)

Oregon District Foundry Pension Plan · $44M · 18 · 84th

  • SCH $44M
  • SCH 18
  • SCH 84th
  • SCH Defined Benefit (Pension)
  • SCH near Coorstek, Inc. Retirement Plan
  • SCH ind #14474

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 Manufacturing retirement plans → · Plans in Oregon →

Oregon District Foundry Pension Plan in the asset neighbourhood

Plumbers Local Union No. 17 Pension PlanPlumbers Local Union No. 17 …$44MFourth Edition Inc. Pension PlanFourth Edition Inc. Pension …$44MCoorstek, Inc. Retirement PlanCoorstek, Inc. Retirement Pl…$44MOregon District Foundry Pension PlanOregon District Foundry Pens…$44MStar Tribune Retirement Plan aStar Tribune Retirement Plan…$44M
End-of-year total assets ($M) among Oregon District Foundry Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN936028742
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees, Oregon District Foundry Pension Trust)

Sponsor-wide plan assets over time

All Joint Board of Trustees, Oregon District Foundry Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$43M 4.053246410324364% vs 2022
2024 filing year
$40M$41M$42M$43M$44M$45M 202220232024 $41.2M $42.9M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 96 $41M
2023 1 18 $44M
2024 1 N/A $43M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon District Foundry 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 ($B) Participants Oregon District Foundry Pension Plan, Total assets ($B): 0.044159716 · Participants: 18Oregon District Foundry 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
Oregon District Foundry Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon District Foundry Pension Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Coorstek, Inc. Retirement Plan in CO ($44M); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 District Foundry Pension Plan assets move in 2023? ▼
Oregon District Foundry Pension Plan grew at a solid clip - up 7.2% during 2023, from $41M to $44M. Reported net income was $3M.
How have Joint Board of Trustees, Oregon District Foundry Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees, Oregon District Foundry Pension Trust's sponsor-wide assets grew 4.1%, from $41M to $43M.
Where does Oregon District Foundry Pension Plan rank by assets among Form 5500 filers? ▼
Oregon District Foundry Pension Plan ranks in the 84th 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 Oregon District Foundry Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coorstek, Inc. Retirement Plan in CO ($44M, 219 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon District Foundry Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virtus Precision Tube, LLC Pension Plan in KY (18 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 936028742.

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.