Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun Pension Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 880
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $241,561
- Avg per participant Above avg balance/head
Official DOL plan name: Pacificorp/IBEW Local 57 Retirement Trust Fund · Sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun · California · Finance & Insurance
$213M in assets, 880 participants
Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun's Pacificorp/IBEW Local 57 Retirement Trust Fund reported $213M in total assets and 880 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,152 in Finance & Insurance (8,869 peers)
Where Pacificorp/IBEW Local 57 Retirement Trust Fund sits by assets
Pacificorp/IBEW Local 57 Retirement Trust Fund sits in the top 5% of all filed plans by assets, $213M for 880 participants (~$241,561/participant), down 4.6% in 2023.
- #8,152
- in Finance & Insurance (8,869 peers)
- -4.6%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pacificorp/IBEW Local 57 Retirement Trust Fund's outsized position by total assets
Pacificorp/IBEW Local 57 Retirement Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$212,573,453 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pacificorp/IBEW Local 57 Retirement Trust Fund among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacificorp/IBEW Local 57 Retirement Trust Fund sits mid-pack in the medium band (880 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pacificorp/IBEW Local 57 Retirement Trust Fund reported net income fell from -$7M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- Pacificorp/IBEW Local 57 Retirement Trust Fund reported participants fell from 970 in the plan year 2022 filing to 880 in the plan year 2023 filing.
- Pacificorp/IBEW Local 57 Retirement Trust Fund end-of-year assets fell from $223M in the plan year 2022 filing to $213M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 870640888 · Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun PY 2023 · Defined Benefit (Pension)
Pacificorp/IBEW Local 57 Retirement Trust Fund · $213M · 880 · 95th
- ASSETS $213M
- PCT 880
- EIN 95th
- RANK Defined Benefit (Pension)
- PHOTO near Mo-Kan Teamsters Pension Fund
- IND ind #8152
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 Finance & Insurance retirement plans → · Plans in California →
Pacificorp/IBEW Local 57 Retirement Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | -$10M |
| Employer EIN | 870640888 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun)
Sponsor-wide plan assets over time
All Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 6.8805125162348535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 970 | $223M |
| 2023 | 1 | 880 | $213M |
| 2024 | 1 | 798 | $207M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Pacificorp/IBEW Local 57 Retirement Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mo-Kan Teamsters Pension Fund in MO ($213M); by covered participants it is Retirement Plan for Employees of Phoebe Putney Health System, Inc. in GA (879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
- Mo-Kan Teamsters Pension Fund (MO) $213M · 416
- Sabre Glbl Inc. Legacy Pension Plan (TX) $213M · 212
- Northshore University Healthsystem Pension Plan (IL) $212M · 1,160
- Minnesota Bakers Union Pension Plan (MN) $212M · 732
Similar participant headcount
Nearest other-state filings by covered participants (880 participants); asset peers above are excluded.
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. (GA) 879 · 1 off
- Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687 (VA) 878 · 2 off
- Occidental Oil & Gas Consolidated Retirement Plan (TX) 876 · 4 off
- Modine Manufacturing Company Frozen Pension Plan (MS) 876 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.