Defined Benefit (Pension) · DOL Form 5500 · 2024
Cascade Utilities, Inc. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $331,769
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies · Sponsored by Cascade Utilities, Inc. · Oregon · Utilities
$22M in assets, 65 participants
Cascade Utilities, Inc.'s Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported $22M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #266 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies ranks #266 of 732 2024 filers by assets (2490% of the sector average)-$22M for 65 participants.
- #266
- in Utilities (732 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies's outsized position by total assets
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,564,999 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported net income fell from $348K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies reported participants fell from 71 in the plan year 2023 filing to 65 in the plan year 2024 filing.
- Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930163010 · Cascade Utilities, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies · $22M · 65 · 72nd
- EOY $22M
- EOY 65
- EOY 72nd
- EOY Defined Benefit (Pension)
- EOY near Pacific Guardian Life Insurance Company, Ltd. Retirement Plan
- EOY ind #266
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 Utilities retirement plans → · Plans in Oregon →
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$1M |
| Employer EIN | 930163010 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascade Utilities, Inc.)
Sponsor-wide plan assets over time
All Cascade Utilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 14.176618109635836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 617 | $50M |
| 2023 | 2 | 586 | $56M |
| 2024 | 2 | 628 | $57M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
- Xpo Pension Plan $1.5B · 4,421
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
- Precision Castparts Corp. Retirement Plan $1.2B · 1,890
- Oregon Retail Employees Pension Plan $1.2B · 21,971
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Pacific Guardian Life Insurance Company, Ltd. Retirement Plan in HI ($22M); by covered participants it is Pfeiffer Vacuum, Inc. Pension Plan in NH (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Pacific Guardian Life Insurance Company, Ltd. Retirement Plan (HI) $22M · 32
- The Urban League of Metropolitan St. Louis, Inc. Employees Pension Plan (MO) $22M · 46
- Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan (MA) $22M · 115
- Pension Plan for Employees of Pediatric Associates of Dallas (TX) $22M · 83
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.