Defined Benefit (Pension) · DOL Form 5500 · 2024

Oregon Tool, Inc. Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
157
Participants Small participant base
86th
Percentile by assets National rank
$390,748
Avg per participant High balance/head
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Official DOL plan name: The Oregon Tool Retirement Plan · Sponsored by Oregon Tool, Inc. · Oregon · Manufacturing

$61M in assets, 157 participants

Oregon Tool, Inc.'s The Oregon Tool Retirement Plan reported $61M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,273 in Manufacturing (17,777 peers)

Coverage in Oregon

The Oregon Tool Retirement Plan covers 157 participants in Oregon, about 35% of the average Oregon filer (state average ~443 per filing). Assets: $61M.

#14,273
in Manufacturing (17,777 peers)
-6.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Oregon Tool Retirement Plan's outsized position by total assets

The Oregon Tool Retirement Plan vs every filed plan by assets

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

$61,347,403 Top 14% higher than 86% 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

The Oregon Tool Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oregon Tool Retirement Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Oregon Tool Retirement Plan reported net income rose from -$27M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • The Oregon Tool Retirement Plan reported participants fell from 170 in the plan year 2023 filing to 157 in the plan year 2024 filing.
  • The Oregon Tool Retirement Plan end-of-year assets fell from $65M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630593908 · Oregon Tool, Inc. PY 2024 · Defined Benefit (Pension)

The Oregon Tool Retirement Plan · $61M · 157 · 86th

  • ASSETS $61M
  • ASSETS 157
  • ASSETS 86th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Management-Labor Pension Fund Local 1730 Ila
  • ASSETS ind #14273

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 Manufacturing retirement plans → · Plans in Oregon →

The Oregon Tool Retirement Plan in the asset neighbourhood

The Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$61MManagement-Labor Pension Fund Local 1730 IlaManagement-Labor Pension Fun…$61MImerys USA Pension Plan$61MSheet Metal Workers Local 218(s) Pension PlanSheet Metal Workers Local 21…$61MIBEW Local 573 Pension Plan$61M
End-of-year total assets ($M) among The Oregon Tool Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$61M
Net Income-$4M
Employer EIN630593908
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Tool, Inc.)

Sponsor-wide plan assets over time

All Oregon Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$357M 6.202839166117865% vs 2023
2024 filing year
$330M$340M$350M$360M 20232024 $336M $357M ▲ +6.2%
Year Plans Participants Total Assets
2023 2 1,455 $336M
2024 2 1,247 $357M

Nearby Defined Benefit (Pension) Plans in Oregon

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

The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants The Oregon Tool Retirement Plan, Total assets ($B): 0.061347403 · Participants: 157The Oregon Tool Retirement 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
The Oregon Tool Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare The Oregon Tool Retirement Plan side-by-side with 3 peers →

The Oregon Tool Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Management-Labor Pension Fund Local 1730 Ila in NJ ($61M); by covered participants it is National Fire Protection Association Employees' Retirement Plan in MA (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 The Oregon Tool Retirement Plan assets move in 2024? ▼
The Oregon Tool Retirement Plan pulled back noticeably - down 6.3% during 2024, from $65M to $61M. Reported net income was -$4M.
How have Oregon Tool, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Oregon Tool, Inc.'s sponsor-wide assets grew 6.2%, from $336M to $357M.
Where does The Oregon Tool Retirement Plan rank by assets among Form 5500 filers? ▼
The Oregon Tool Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Management-Labor Pension Fund Local 1730 Ila in NJ ($61M, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Oregon Tool Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Fire Protection Association Employees' Retirement Plan in MA (157 participants, $106M 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 630593908.

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.