Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Oregon Retail Employees Pension Pension Plan
Data updated 2026-07-24
- $1.2B
- Total assets
- 21,971
- Participants
- 99th
- Percentile by assets
- $53,070
- Avg per participant
Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade
$1.2B in assets, 21,971 participants
Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $1.2B in total assets and 21,971 participants in its 2024 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Oregon
Oregon Retail Employees Pension Plan covers 21,971 participants in Oregon, 50x the typical Oregon plan (state average ~440 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2024 EOY)
- 21,971
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $53,070
- avg assets per participant
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 $111M in the plan year 2024 filing.
- Oregon Retail Employees Pension Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Oregon Retail Employees Pension Plan reported participants rose from 20,043 in the plan year 2023 filing to 21,971 in the plan year 2024 filing.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Oregon Retail Employees Pension Plan reports 21,971 participants - 50x that state average ($1.2B EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $111M |
| Employer EIN | 936074377 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Oregon Retail Employees Pension)
| 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
- 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 $1.1B · 19,775
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Oregon Retail Employees Pension Plan by total assets, not by location.
- Niagara Mohawk Pension Plan (NY) $1.2B · 3,648
- Construction Laborers Pension Trust of Greater St. (MO) $1.2B · 3,608
- Ufcw Intl Union Pension Plan for Employees (DC) $1.2B · 2,113
- Kinder Morgan Retirement Plan a (TX) $1.2B · 3,110
Frequently Asked Questions
How did Oregon Retail Employees Pension Plan assets move in 2024? ▼
How have Board of Trustees, Oregon Retail Employees Pension plan assets changed over time? ▼
Where does Oregon Retail Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Oregon Retail Employees Pension Plan? ▼
Next read for Oregon Retail Employees Pension Plan
Filing takeaways
Ways to act on Oregon Retail Employees Pension Plan's numbers.
- By total assets, Oregon Retail Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Board of Trustees, Oregon Retail Employees Pension's sponsor-wide assets have grown 334.4% since 2022 across 3 plan years on file. More Retail Trade plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
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.