Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Edison Pension Trust Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
4,564
Participants Above avg headcount
98th
Percentile by assets National rank
$226,750
Avg per participant Above avg balance/head
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Official DOL plan name: Edison Pension Plan · Sponsored by Board of Trustees, Edison Pension Trust · Oregon · Construction

$1.0B in assets, 4,564 participants

Board of Trustees, Edison Pension Trust's Edison Pension Plan reported $1.0B in total assets and 4,564 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,908 in Construction (9,039 peers)

Coverage in Oregon

Edison Pension Plan covers 4,564 participants in Oregon, 10x the typical Oregon plan (state average ~443 per filing). Assets: $1.0B.

#8,908
in Construction (9,039 peers)
+12.2%
assets growth YoY
10×
vs typical plan assets (national mean)

Edison Pension Plan's outsized position by total assets

Edison Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,034,886,030 Top 2% higher than 98% of 123,620 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 2024

Edison Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edison Pension Plan lands in the large band (4,564 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edison Pension Plan end-of-year assets rose from $922M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
  • Edison Pension Plan reported net income rose from $76M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Edison Pension Plan reported participants rose from 4,497 in the plan year 2023 filing to 4,564 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 936061681 · Board of Trustees, Edison Pension Trust PY 2024 · Defined Benefit (Pension)

Edison Pension Plan · $1.0B · 4,564 · 98th

  • TYPE $1.0B
  • TYPE 4,564
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan of General Atomics
  • TYPE ind #8908

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 →

Edison Pension Plan in the asset neighbourhood

Pension Plan of General AtomicsPension Plan of General Atom…$1.0BDesert States Employers & Ufcw Unions Pension PlanDesert States Employers & Uf…$1.0BElectrical Workers Local No. 26 Pension Trust FundElectrical Workers Local No.…$1.0BEdison Pension Plan$1.0BChildren's Hospital Corporation Pension PlanChildren's Hospital Corporat…$1.0B
End-of-year total assets ($B) among Edison Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$922M
Net Assets (End of Year)$1000M
Net Income$83M
Employer EIN936061681
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Edison Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees, Edison Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 22.31055879197621% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.85B $1.03B ▲ +21.2%
Year Plans Participants Total Assets
2022 1 4,287 $846M
2023 1 4,497 $922M
2024 1 4,564 $1.0B

Nearby Defined Benefit (Pension) Plans in Oregon

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

Edison Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 11.21.41.61.8 Total assets ($B) Participants Edison Pension Plan, Total assets ($B): 1.03488603 · Participants: 4564Edison Pension PlanNorthwest Sheet Metal Workers Pension Plan, Total assets ($B): 1.692468875 · Participants: 4783Northwest Sheet Metal Workers Pension PlanXpo Pension Plan, Total assets ($B): 1.505341155 · Participants: 4421Xpo Pension PlanUa Local 290 Plumber, Steamfitter & Shipfitter Pension Plan, Total assets ($B): 1.268165627 · Participants: 3464Ua Local 290 Plumber, Steamfitter & Shipfitter Pension PlanPrecision Castparts Corp. Retirement Plan, Total assets ($B): 1.203447175 · Participants: 1890Precision Castparts Corp. Retirement PlanOregon Retail Employees Pension Plan, Total assets ($B): 1.166006256 · Participants: 21971Oregon Retail Employees Pension Plan
Edison Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Edison Pension Plan side-by-side with 3 peers →

Edison Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Pension Plan of General Atomics in CA ($1.0B); by covered participants it is Legacy US Foods Consolidated Defined Benefit Retirement Plan in IL (4,561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,564 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.

Frequently Asked Questions

How did Edison Pension Plan assets move in 2024? ▼
Edison Pension Plan grew at a solid clip - up 12.2% during 2024, from $922M to $1.0B. Reported net income was $83M.
How have Board of Trustees, Edison Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Edison Pension Trust's sponsor-wide assets grew 22.3%, from $846M to $1.0B.
Where does Edison Pension Plan rank by assets among Form 5500 filers? ▼
Edison Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Edison Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of General Atomics in CA ($1.0B, 11,958 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edison Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Legacy US Foods Consolidated Defined Benefit Retirement Plan in IL (4,561 participants, $70M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 936061681.

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.