Other
2023 plan-year Other DOL Form 5500

Pacificorp/IBEW Local 57 Retirement Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun · California · Finance & Insurance

What the 2023 filing shows

Pacificorp/IBEW Local 57 Retirement Trust Fund holds $213M for 880 participants — about $241,561 per participant, down 4.6% over the 2023 plan year.

$213M
total plan assets (2023 EOY)
880
covered participants
$241,561
avg assets per participant
-4.6%
assets change YoY

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.

Total Assets (2023)
$213M
Participants
880
State
Industry
Finance & Insurance

What the Filing Says About Pacificorp/IBEW Local 57 Retirement Trust Fund

Pacificorp/IBEW Local 57 Retirement Trust Fund is a Other retirement plan sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $213M in total end-of-year assets and covers 880 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 870640888, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $223M at the beginning of 2023 to $213M at year-end — a decline of 4.6%. Net assets (after liabilities) closed the year at $212M, with reported net income of $-10,133,204 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$223M
Total Assets (End of Year)$213M
Net Assets (End of Year)$212M
Net Income$-10,133,204
Plan TypeOther
Employer EIN870640888
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun)

Year Plans Participants Total Assets
2022 1 970 $223M
2023 1 880 $213M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pacificorp/IBEW Local 57 Retirement Trust Fund?
As of the 2023 Form 5500 filing, Pacificorp/IBEW Local 57 Retirement Trust Fund holds $213M in total assets with 880 participants. It is sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun.
What type of plan is Pacificorp/IBEW Local 57 Retirement Trust Fund?
Pacificorp/IBEW Local 57 Retirement Trust Fund is a Other plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 870640888.
Who sponsors the Pacificorp/IBEW Local 57 Retirement Trust Fund?
Pacificorp/IBEW Local 57 Retirement Trust Fund is sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun, located in California. The sponsor's EIN is 870640888 and the plan operates in the Finance & Insurance industry.
How did Pacificorp/IBEW Local 57 Retirement Trust Fund perform in 2023?
Pacificorp/IBEW Local 57 Retirement Trust Fund declined by 4.6% during 2023, moving from $223M to $213M in total assets. Net income was $-10,133,204.
Where can I find official filings for Pacificorp/IBEW Local 57 Retirement Trust Fund?
Official Form 5500 filings for Pacificorp/IBEW Local 57 Retirement Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870640888 or plan name at efast.dol.gov.
How does Pacificorp/IBEW Local 57 Retirement Trust Fund compare to other plans?
You can compare Pacificorp/IBEW Local 57 Retirement Trust Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.