Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun Pension Plan

Data updated 2026-08-11

$213M
Total assets: 880
Participants: 95th
Percentile by assets: $241,561
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$213M
total plan assets (2023 EOY): 880
covered participants: 95th
percentile by assets (of 127,072 plans): $241,561
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

Pacificorp/IBEW Local 57 Retirement Trust Fund vs the 2023 asset distribution

By assets, Pacificorp/IBEW Local 57 Retirement Trust Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun plans on file

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.

Pacificorp/IBEW Local 57 Retirement Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare Pacificorp/IBEW Local 57 Retirement Trus… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pacificorp/IBEW Local 57 Retirement Trust Fund by total assets, not by location.

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

Frequently Asked Questions

How did Pacificorp/IBEW Local 57 Retirement Trust Fund assets move in 2023? ▼

Pacificorp/IBEW Local 57 Retirement Trust Fund edged down modestly - down 4.6% during 2023, from $223M to $213M. Reported net income was -$10M.

How have Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun's sponsor-wide assets declined 6.9%, from $223M to $207M.

Where does Pacificorp/IBEW Local 57 Retirement Trust Fund rank by assets among Form 5500 filers? ▼

Pacificorp/IBEW Local 57 Retirement Trust Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Pacificorp/IBEW Local 57 Retirement Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mo-Kan Teamsters Pension Fund in MO ($213M, 416 participants).

Next read for Pacificorp/IBEW Local 57 Retirement Trus…

Scale reading

Ways to act on Pacificorp/IBEW Local 57 Retirement Trust Fund's numbers.

By total assets, Pacificorp/IBEW Local 57 Retirement Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun's sponsor-wide assets have declined 6.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 870640888.