Defined Benefit (Pension) · DOL Form 5500 · 2024

Vistra Operations Company LLC Pension Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
153
Participants Small participant base
95th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Vistra Retirement Plan · Sponsored by Vistra Operations Company LLC · Texas · Management of Enterprises

$238M in assets, 153 participants

Vistra Operations Company LLC's Vistra Retirement Plan reported $238M in total assets and 153 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.

  • #965 in Management of Enterprises (1,133 peers)

Coverage in Texas

Vistra Retirement Plan covers 153 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $238M.

#965
in Management of Enterprises (1,133 peers)
-6.2%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vistra Retirement Plan's outsized position by total assets

Vistra Retirement Plan vs every filed plan by assets

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

$237,772,535 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

Vistra 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. Vistra Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vistra Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$16M in the plan year 2024 filing.
  • Vistra Retirement Plan reported participants fell from 207 in the plan year 2023 filing to 153 in the plan year 2024 filing.
  • Vistra Retirement Plan end-of-year assets fell from $254M in the plan year 2023 filing to $238M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364833461 · Vistra Operations Company LLC PY 2024 · Defined Benefit (Pension)

Vistra Retirement Plan · $238M · 153 · 95th

  • EOY $238M
  • EOY 153
  • EOY 95th
  • EOY Defined Benefit (Pension)
  • EOY near Asbestos Workers Philadelphia Pension Fund
  • EOY ind #965

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 Management of Enterprises retirement plans → · Plans in Texas →

Vistra Retirement Plan in the asset neighbourhood

Sempra Cash Balance Plan$238MPark National Corporation Defined Benefit Pension PlanPark National Corporation De…$238MAsbestos Workers Philadelphia Pension FundAsbestos Workers Philadelphi…$238MVistra Retirement Plan$238MLocal 153-Ghi Pension Plan$237M
End-of-year total assets ($M) among Vistra Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$238M
Net Income-$16M
Employer EIN364833461
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vistra Operations Company LLC)

Sponsor-wide plan assets over time

All Vistra Operations Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 53.567037428686426% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.83B $2.81B ▲ +53.6%
Year Plans Participants Total Assets
2022 4 6,121 $1.8B
2023 3 6,042 $2.0B
2024 4 6,419 $2.8B

Nearby Defined Benefit (Pension) Plans in Texas

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

Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Vistra Retirement Plan, Total assets ($B): 0.237772535 · Participants: 153Vistra Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Vistra Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Vistra Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Asbestos Workers Philadelphia Pension Fund in PA ($238M); by covered participants it is IBEW Local Union No 607 Pension in NJ (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Vistra Retirement Plan assets move in 2024? ▼
Vistra Retirement Plan pulled back noticeably - down 6.2% during 2024, from $254M to $238M. Reported net income was -$16M.
How have Vistra Operations Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vistra Operations Company LLC's sponsor-wide assets grew 53.6%, from $1.8B to $2.8B.
Where does Vistra Retirement Plan rank by assets among Form 5500 filers? ▼
Vistra Retirement Plan 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 Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Asbestos Workers Philadelphia Pension Fund in PA ($238M, 466 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vistra Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (153 participants, $23M 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 364833461.

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.