Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Office and Professional Employees Pension Tr Pension Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
311
Participants Below avg headcount
95th
Percentile by assets National rank
$657,392
Avg per participant High balance/head
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Official DOL plan name: Office and Professional Employee Pension Trust Fund · Sponsored by Board of Trustees of the Office and Professional Employees Pension Tr · California · Administrative & Support Services

$204M in assets, 311 participants

Board of Trustees of the Office and Professional Employees Pension Tr's Office and Professional Employee Pension Trust Fund reported $204M in total assets and 311 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.

  • #4,260 in Administrative & Support Services (4,372 peers)

Coverage in California

Office and Professional Employee Pension Trust Fund covers 311 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $204M.

#4,260
in Administrative & Support Services (4,372 peers)
+16.0%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Office and Professional Employee Pension Trust Fund's outsized position by total assets

Office and Professional Employee Pension Trust Fund vs every filed plan by assets

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

$204,448,883 Top 5% higher than 95% 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

Office and Professional Employee Pension 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. Office and Professional Employee Pension Trust Fund sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office and Professional Employee Pension Trust Fund reported net income rose from $3M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Office and Professional Employee Pension Trust Fund reported participants fell from 383 in the plan year 2022 filing to 311 in the plan year 2023 filing.
  • Office and Professional Employee Pension Trust Fund end-of-year assets rose from $176M in the plan year 2022 filing to $204M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 946110868 · Board of Trustees of the Office and Professional Employees Pension Tr PY 2023 · Defined Benefit (Pension)

Office and Professional Employee Pension Trust Fund · $204M · 311 · 95th

  • EIN $204M
  • RANK 311
  • PHOTO 95th
  • IND Defined Benefit (Pension)
  • EOY near Carmax, Inc. Pension Plan
  • 5500 ind #4260

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 Administrative & Support Services retirement plans → · Plans in California →

Office and Professional Employee Pension Trust Fund in the asset neighbourhood

Office and Professional Employee Pension Trust FundOffice and Professional Empl…$204MCarmax, Inc. Pension Plan$204MAutoliv Asp, Inc. Pension PlanAutoliv Asp, Inc. Pension Pl…$204MElectrician's Retirement Fund$204MElmhurst Memorial Hospital Retirement PlanElmhurst Memorial Hospital R…$204M
End-of-year total assets ($M) among Office and Professional Employee Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$204M
Net Income$28M
Employer EIN946110868
Plan Effective Date1968-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Office and Professional Employees Pension Tr)

Sponsor-wide plan assets over time

All Board of Trustees of the Office and Professional Employees Pension Tr plans reported in each filing year

Latest sponsor-wide plan assets
$204M 16.01305676917868% vs 2022
2023 filing year
$170M$180M$190M$200M$210M 20222023 $176M $204M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 383 $176M
2023 1 311 $204M

Nearby Defined Benefit (Pension) Plans in California

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

Office and Professional Employee Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Office and Professional Employee Pension Trust Fund, Total assets ($B): 0.204448883 · Participants: 311Office and Professional Employee Pension Trust FundKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Office and Professional Employee Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Office and Professional Employee Pension Trust Fund side-by-side with 3 peers →

Office and Professional Employee Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Carmax, Inc. Pension Plan in VA ($204M); by covered participants it is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont in VT (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Office and Professional Employee Pension Trust Fund assets move in 2023? ▼
Office and Professional Employee Pension Trust Fund grew sharply - up 16.0% during 2023, from $176M to $204M. Reported net income was $28M.
How have Board of Trustees of the Office and Professional Employees Pension Tr plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Board of Trustees of the Office and Professional Employees Pension Tr's sponsor-wide assets grew 16.0%, from $176M to $204M.
Where does Office and Professional Employee Pension Trust Fund rank by assets among Form 5500 filers? ▼
Office and Professional Employee Pension 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 Office and Professional Employee Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carmax, Inc. Pension Plan in VA ($204M, 2,741 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Office and Professional Employee Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont in VT (311 participants, $66M 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 946110868.

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.