Money Purchase · DOL Form 5500 · 2023

Trustees, Local Union 598 Supplemental Pension Plan Money Purchase Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
611
Participants Below avg headcount
93rd
Percentile by assets National rank
$233,252
Avg per participant Above avg balance/head
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Official DOL plan name: Local Union 598 Supplemental Pension Plan · Sponsored by Trustees, Local Union 598 Supplemental Pension Plan · Oregon · Construction

$143M in assets, 611 participants

Trustees, Local Union 598 Supplemental Pension Plan's Local Union 598 Supplemental Pension Plan reported $143M in total assets and 611 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,284 in Construction (9,030 peers)

Where Local Union 598 Supplemental Pension Plan sits by assets

Local Union 598 Supplemental Pension Plan sits in the top 10% of all filed plans by assets, $143M for 611 participants (~$233,252/participant), up 26.4% in 2023.

#8,284
in Construction (9,030 peers)
+26.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Local Union 598 Supplemental Pension Plan's outsized position by total assets

Local Union 598 Supplemental Pension Plan vs every filed plan by assets

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

$142,516,759 Top 7% higher than 93% 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

Local Union 598 Supplemental Pension Plan 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. Local Union 598 Supplemental Pension Plan sits mid-pack in the medium band (611 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Union 598 Supplemental Pension Plan reported net income rose from $16M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Local Union 598 Supplemental Pension Plan end-of-year assets rose from $113M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Local Union 598 Supplemental Pension Plan reported participants rose from 602 in the plan year 2022 filing to 611 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 931069859 · Trustees, Local Union 598 Supplemental Pension Plan PY 2023 · Money Purchase

Local Union 598 Supplemental Pension Plan · $143M · 611 · 93rd

  • ASSETS $143M
  • ASSETS 611
  • ASSETS 93rd
  • ASSETS Money Purchase
  • ASSETS near Dentons Cohen & Grigsby P.C. Pension Plan
  • ASSETS ind #8284

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 Construction retirement plans → · Plans in Oregon →

Local Union 598 Supplemental Pension Plan in the asset neighbourhood

Massachusetts Mutual Life Insurance Company Agent Pension PlanMassachusetts Mutual Life In…$144MDefined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust FundDefined Contribution Plan of…$143MInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanInternational Brotherhood of…$143MDentons Cohen & Grigsby P.C. Pension PlanDentons Cohen & Grigsby P.C.…$143MLocal Union 598 Supplemental Pension PlanLocal Union 598 Supplemental…$143M
End-of-year total assets ($M) among Local Union 598 Supplemental Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$142M
Net Income$30M
Employer EIN931069859
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Local Union 598 Supplemental Pension Plan)

Sponsor-wide plan assets over time

All Trustees, Local Union 598 Supplemental Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$166M 47.61929379078018% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $166M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 602 $113M
2023 1 611 $143M
2024 1 688 $166M

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local Union 598 Supplemental Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Local Union 598 Supplemental Pension Plan, Total assets ($B): 0.142516759 · Participants: 611Local Union 598 Supplemental Pension PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 2.3381513 · Participants: 28784International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.966192011 · Participants: 1517Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.374630622 · Participants: 2092Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.28877694 · Participants: 5389Samaritan Health Services Retirement PlanOsu Foundation Money Purchase Plan, Total assets ($B): 0.045379224 · Participants: 132Osu Foundation Money Purchase Plan
Local Union 598 Supplemental Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Local Union 598 Supplemental Pension Plan side-by-side with 3 peers →

Local Union 598 Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Dentons Cohen & Grigsby P.C. Pension Plan in PA ($143M); by covered participants it is Tecolote Research, Inc. Money Purchase Pension Plan in CA (609 participants). Same-state nearby plans are listed separately above.

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 Local Union 598 Supplemental Pension Plan assets move in 2023? ▼
Local Union 598 Supplemental Pension Plan grew sharply - up 26.4% during 2023, from $113M to $143M. Reported net income was $30M.
How have Trustees, Local Union 598 Supplemental Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Local Union 598 Supplemental Pension Plan's sponsor-wide assets grew 47.6%, from $113M to $166M.
Where does Local Union 598 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Local Union 598 Supplemental Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Local Union 598 Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dentons Cohen & Grigsby P.C. Pension Plan in PA ($143M, 182 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union 598 Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Tecolote Research, Inc. Money Purchase Pension Plan in CA (609 participants, $189M 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 931069859.

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.