Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Edison Pension Trust Pension Plan

Data updated 2026-07-24

$1.0B
Total assets: 4,564
Participants: 98th
Percentile by assets: $226,750
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Oregon

Edison Pension Plan covers 4,564 participants in Oregon, 10x the typical Oregon plan (state average ~440 per filing). Assets: $1.0B.

$1.0B
total plan assets (2024 EOY): 4,564
covered participants: 98th
percentile by assets (of 116,472 plans): $226,750
avg assets per participant

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 →

State

Oregon

Industry

Construction

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Edison Pension Plan reports 4,564 participants - 10x that state average ($1.0B EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$922M
Net Assets (End of Year)	$1000M
Net Income	$83M
Employer EIN	936061681
Plan Effective Date	1970-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees, Edison Pension Trust plans on file

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

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

Compare Edison Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Edison Pension Plan by total assets, not by location.

Pension Plan of General Atomics (CA) $1.0B · 11,958
Desert States Employers & Ufcw Unions Pension Plan (AZ) $1.0B · 24,099
Children's Hospital Corporation Pension Plan (MA) $1.0B · 10,249
Electrical Workers Local No. 26 Pension Trust Fund (MD) $1.0B · 7,872

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 116,472 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).

Next read for Edison Pension Plan

Filing takeaways

Ways to act on Edison Pension Plan's numbers.

By total assets, Edison Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
Board of Trustees, Edison Pension Trust's sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Construction plans

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.