Defined Benefit (Pension) · DOL Form 5500 · 2024
Cascade Utilities, Inc. Pension Plan
Data updated 2026-08-11
- $22M
- Total assets
- 65
- Participants
- 72nd
- Percentile by assets
- $331,769
- Avg per participant
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.
- 72nd percentile by assets (of 123,622 plans)
- #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.
- $22M
- total plan assets (2024 EOY)
- 65
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $331,769
- avg assets per participant
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.
Where Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies sits 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
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.
Rank #266 in Utilities
Among 732 Utilities plans that filed a Form 5500 for plan year 2024, Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies ranks #266 by end-of-year assets - about 2490% of the sector average of $537M. Nationally it sits in the 72nd percentile, a weaker position within its industry than across all filers.
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.)
| 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.
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies assets move in 2024? ▼
How have Cascade Utilities, Inc. plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies? ▼
Next read for Retirement Plan for Employees of Cascade…
Filing takeaways
Ways to act on Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies's numbers.
- By total assets, Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Cascade Utilities, Inc.'s sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Utilities plans