Defined Benefit (Pension) · DOL Form 5500 · 2023

Oregon Education Association Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
78
Participants Small participant base
84th
Percentile by assets National rank
$568,010
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oregon Education Association Staff Pension Plan · Sponsored by Oregon Education Association · Oregon · Other Services

$44M in assets, 78 participants

Oregon Education Association's Oregon Education Association Staff Pension Plan reported $44M in total assets and 78 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.

  • #7,285 in Other Services (7,857 peers)

Where Oregon Education Association Staff Pension Plan sits by assets

Oregon Education Association Staff Pension Plan sits in the top quartile of all filed plans by assets, $44M for 78 participants (~$568,010/participant), up 7.3% in 2023.

#7,285
in Other Services (7,857 peers)
+7.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oregon Education Association Staff Pension Plan's outsized position by total assets

Oregon Education Association Staff Pension Plan vs every filed plan by assets

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

$44,304,759 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 Education Association Staff 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 Education Association Staff Pension Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oregon Education Association Staff Pension Plan reported net income rose from $734K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oregon Education Association Staff Pension Plan reported participants fell from 86 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • Oregon Education Association Staff 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 →

Published 5500 schedule card

Filing strip 930243443 · Oregon Education Association PY 2023 · Defined Benefit (Pension)

Oregon Education Association Staff Pension Plan · $44M · 78 · 84th

  • EOY $44M
  • EOY 78
  • EOY 84th
  • EOY Defined Benefit (Pension)
  • EOY near Senior Operations LLC Retirement Plan
  • EOY ind #7285

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 Other Services retirement plans → · Plans in Oregon →

Oregon Education Association Staff Pension Plan in the asset neighbourhood

Borregaard USA, Inc. Pension PlanBorregaard USA, Inc. Pension…$44MSenior Operations LLC Retirement PlanSenior Operations LLC Retire…$44MJal Pension Plan for Employees in the U.S.a.Jal Pension Plan for Employe…$44MOregon Education Association Staff Pension PlanOregon Education Association…$44MGoldenwest Federal Credit Union Defined Benefit Plan and TrustGoldenwest Federal Credit Un…$44M
End-of-year total assets ($M) among Oregon Education Association Staff 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 EIN930243443
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Education Association)

Sponsor-wide plan assets over time

All Oregon Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.090656324577791% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.1M $62.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 180 $55M
2023 2 166 $61M
2024 2 175 $63M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Education Association Staff 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 ($B) Participants Oregon Education Association Staff Pension Plan, Total assets ($B): 0.044304759 · Participants: 78Oregon Education Association Staff 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 Education Association Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Education Association Staff Pension Plan side-by-side with 3 peers →

Oregon Education Association Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Senior Operations LLC Retirement Plan in IL ($44M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Education Association Staff Pension Plan assets move in 2023? ▼
Oregon Education Association Staff Pension Plan grew at a solid clip - up 7.3% during 2023, from $41M to $44M. Reported net income was $3M.
How have Oregon Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Education Association's sponsor-wide assets grew 14.1%, from $55M to $63M.
Where does Oregon Education Association Staff Pension Plan rank by assets among Form 5500 filers? ▼
Oregon Education Association Staff 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 Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Senior Operations LLC Retirement Plan in IL ($44M, 165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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 930243443.

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.