Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Ocu Pension Trust Pension Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
542
Participants Below avg headcount
95th
Percentile by assets National rank
$503,996
Avg per participant High balance/head
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Official DOL plan name: Ocu Pension Trust · Sponsored by Trustees of the Ocu Pension Trust · California · Administrative & Support Services

$273M in assets, 542 participants

Trustees of the Ocu Pension Trust's Ocu Pension Trust reported $273M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,268 in Administrative & Support Services (4,368 peers)

Where Ocu Pension Trust sits by assets

Ocu Pension Trust sits in the top 5% of all filed plans by assets, $273M for 542 participants (~$503,996/participant), up 10.1% in 2024.

#4,268
in Administrative & Support Services (4,368 peers)
+10.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Ocu Pension Trust's outsized position by total assets

Ocu Pension Trust vs every filed plan by assets

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

$273,165,775 Top 5% higher than 95% 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

Ocu Pension Trust 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. Ocu Pension Trust sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ocu Pension Trust reported net income fell from $33M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Ocu Pension Trust end-of-year assets rose from $248M in the plan year 2023 filing to $273M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261574440 · Trustees of the Ocu Pension Trust PY 2024 · Defined Benefit (Pension)

Ocu Pension Trust · $273M · 542 · 95th

  • EBSA $273M
  • EBSA 542
  • EBSA 95th
  • EBSA Defined Benefit (Pension)
  • EBSA near Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin
  • EBSA ind #4268

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 Administrative & Support Services retirement plans → · Plans in California →

Ocu Pension Trust in the asset neighbourhood

IBEW Local 150 Pension Plan$273MDefined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central WisconsinDefined Benefit Pension Plan…$273MOcu Pension Trust$273MCommunity Financial System, Inc. Pension PlanCommunity Financial System, …$273MStmicroelectronics, Inc. Retirement PlanStmicroelectronics, Inc. Ret…$273M
End-of-year total assets ($M) among Ocu Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$248M
Net Assets (End of Year)$273M
Net Income$27M
Employer EIN261574440
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Ocu Pension Trust)

Sponsor-wide plan assets over time

All Trustees of the Ocu Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$273M 28.289055242843897% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $213M $273M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 547 $213M
2023 1 538 $248M
2024 1 542 $273M

Nearby Defined Benefit (Pension) Plans in California

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

Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ocu Pension Trust, Total assets ($B): 0.273165775 · Participants: 542Ocu Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Ocu Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ocu Pension Trust side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($273M); by covered participants it is International UAW Staff Retirement Income Plan in MI (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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 Ocu Pension Trust assets move in 2024? ▼
Ocu Pension Trust grew at a solid clip - up 10.1% during 2024, from $248M to $273M. Reported net income was $27M.
How have Trustees of the Ocu Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Ocu Pension Trust's sponsor-wide assets grew 28.3%, from $213M to $273M.
Where does Ocu Pension Trust rank by assets among Form 5500 filers? ▼
Ocu Pension Trust ranks in the 95th 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 Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Plumbers & Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin in WI ($273M, 1,484 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ocu Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is International UAW Staff Retirement Income Plan in MI (542 participants, $1.0B 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 261574440.

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.