Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Oregon Retail Employees Pension Pension Plan
Data updated 2026-08-25
- $983M
- Total assets Above avg plan size
- 18,733
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $52,482
- Avg per participant Low balance/head
Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade
$983M in assets, 18,733 participants
Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $983M in total assets and 18,733 participants in its 2024 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.
- #7,965 in Retail Trade (8,048 peers)
Coverage in Oregon
Oregon Retail Employees Pension Plan covers 18,733 participants in Oregon, 42x the typical Oregon plan (state average ~443 per filing). Assets: $983M.
- #7,965
- in Retail Trade (8,048 peers)
- +10.7%
- assets growth YoY
- 9.9×
- 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 2024 · DOL Form 5500
$983,136,763 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oregon Retail Employees Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Retail Employees Pension Plan is a mega filing (18,733 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oregon Retail Employees Pension Plan reported net income rose from $37M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Oregon Retail Employees Pension Plan reported participants fell from 20,043 in the plan year 2023 filing to 18,733 in the plan year 2024 filing.
- Oregon Retail Employees Pension Plan end-of-year assets fell from $1.0B in the plan year 2023 filing to $983M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 936074377 · Board of Trustees, Oregon Retail Employees Pension PY 2024 · Defined Benefit (Pension)
Oregon Retail Employees Pension Plan · $983M · 18,733 · 98th
- PHOTO $983M
- IND 18,733
- EOY 98th
- 5500 Defined Benefit (Pension)
- ASSETS near The Wellspan Health System Merged Pension Plan
- PCT ind #7965
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
Oregon filing particulars
| Total Assets (Beginning of Year) | $888M |
|---|---|
| Net Assets (End of Year) | $982M |
| Net Income | $98M |
| Employer EIN | 936074377 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING 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
| 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.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Scale composition for Oregon Retail Employees Pension Plan
Oregon Retail Employees Pension Plan reports $983M in end-of-year assets across 18,733 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $52,482 per participant (38% of the national average assets-per-participant) . Net income for plan year 2024 was $98M.
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 | Open filing |
| 2024 | 19,961 | $1.1B | Open filing |
| 2024 | 18,733 | $983M | This page |
| 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 (Defined Benefit (Pension), $1.1B, 19,775 participants)
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 The Wellspan Health System Merged Pension Plan in PA ($984M); by covered participants it is Intel Minimum Pension Plan in CA (18,776 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983M here).
- The Wellspan Health System Merged Pension Plan (PA) $984M · 3,265
- The New York Times Companies Pension Plan (NY) $985M · 1,137
- Lockheed Martin Corporation Pension Plan for Specified Retirees (MD) $989M · N/A
- Ncr Pension Plan (GA) $992M · 769
Similar participant headcount
Nearest other-state filings by covered participants (18,733 participants); asset peers above are excluded.
- Intel Minimum Pension Plan (CA) 18,776 · 43 off
- Navy Federal Credit Union Employees' Retirement Plan (VA) 18,657 · 76 off
- The Legacy Plan of the Unite Here Retirement Fund (NY) 18,598 · 135 off
- Newyork-Presbyterian Pension Plan (NY) 18,881 · 148 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.