Defined Benefit (Pension) · DOL Form 5500 · 2024

PACIFICSOURCE Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
186
Participants Below avg headcount
76th
Percentile by assets National rank
$144,791
Avg per participant Above avg balance/head
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Official DOL plan name: Pacificsource Pension Plan · Sponsored by PACIFICSOURCE · Oregon · Finance & Insurance

$27M in assets, 186 participants

PACIFICSOURCE's Pacificsource Pension Plan reported $27M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,331 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Pacificsource Pension Plan covers 186 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $27M.

#5,331
in Finance & Insurance (8,549 peers)
-28.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacificsource Pension Plan's outsized position by total assets

Pacificsource Pension Plan vs every filed plan by assets

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

$26,931,160 Top 24% higher than 76% 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

Pacificsource Pension 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. Pacificsource Pension Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacificsource Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Pacificsource Pension Plan end-of-year assets fell from $38M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Pacificsource Pension Plan reported participants fell from 193 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463939584 · PACIFICSOURCE PY 2024 · Defined Benefit (Pension)

Pacificsource Pension Plan · $27M · 186 · 76th

  • RANK $27M
  • PHOTO 186
  • IND 76th
  • EOY Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Lighthouse International
  • ASSETS ind #5331

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 Finance & Insurance retirement plans → · Plans in Oregon →

Pacificsource Pension Plan in the asset neighbourhood

Nmc Retirement Plan$27MPacificsource Pension Plan$27MRetirement Plan for Employees of Lighthouse InternationalRetirement Plan for Employee…$27MDefined Benefit Pension Plan of Courage CenterDefined Benefit Pension Plan…$27MFlowers Foods, Inc. Retirement Plan No. 2Flowers Foods, Inc. Retireme…$27M
End-of-year total assets ($M) among Pacificsource Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$27M
Net Income-$11M
Employer EIN463939584
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFICSOURCE)

Sponsor-wide plan assets over time

All PACIFICSOURCE plans reported in each filing year

Latest sponsor-wide plan assets
$211M 41.10816003249777% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $211M ▲ +41.1%
Year Plans Participants Total Assets
2022 2 1,838 $149M
2023 2 1,980 $185M
2024 2 2,157 $211M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Pacificsource Pension 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 ($B) Participants Pacificsource Pension Plan, Total assets ($B): 0.02693116 · Participants: 186Pacificsource 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
Pacificsource Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Pacificsource Pension Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Lighthouse International in NY ($27M); by covered participants it is Motorists Mutual Retirement Plan in OH (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Pacificsource Pension Plan assets move in 2024? ▼
Pacificsource Pension Plan declined sharply - down 28.2% during 2024, from $38M to $27M. Reported net income was -$11M.
How have PACIFICSOURCE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PACIFICSOURCE's sponsor-wide assets grew 41.1%, from $149M to $211M.
Where does Pacificsource Pension Plan rank by assets among Form 5500 filers? ▼
Pacificsource Pension Plan ranks in the 76th 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 Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Lighthouse International in NY ($27M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pacificsource Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Motorists Mutual Retirement Plan in OH (186 participants, $68M 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 463939584.

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.