Defined Benefit (Pension) · DOL Form 5500 · 2024

Vistra Operations Company LLC Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
587
Participants Below avg headcount
68th
Percentile by assets National rank
$30,992
Avg per participant Low balance/head
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Official DOL plan name: Energy Harbor Pension Plan for Collectively Bargained Employees · Sponsored by Vistra Operations Company LLC · Ohio · Utilities

$18M in assets, 587 participants

Vistra Operations Company LLC's Energy Harbor Pension Plan for Collectively Bargained Employees reported $18M in total assets and 587 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #249 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Energy Harbor Pension Plan for Collectively Bargained Employees ranks #249 of 732 2024 filers by assets (2951% of the sector average)-$18M for 587 participants.

#249
in Utilities (732 peers)
-3.9%
assets change YoY

The plan reported a net loss of $714K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Harbor Pension Plan for Collectively Bargained Employees's outsized position by total assets

Energy Harbor Pension Plan for Collectively Bargained Employees vs every filed plan by assets

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

$18,192,283 Top 32% higher than 68% 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

Energy Harbor Pension Plan for Collectively Bargained Employees 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. Energy Harbor Pension Plan for Collectively Bargained Employees sits mid-pack in the medium band (587 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Energy Harbor Pension Plan for Collectively Bargained Employees reported participants rose from 98 in the plan year 2022 filing to 587 in the plan year 2024 filing.
  • Energy Harbor Pension Plan for Collectively Bargained Employees reported net income rose from -$23M in the plan year 2022 filing to -$714K in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

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

Energy Harbor Pension Plan for Collectively Bargained Employees · $18M · 587 · 68th

  • EOY $18M
  • 5500 587
  • ASSETS 68th
  • PCT Defined Benefit (Pension)
  • EIN near Visiting Nurse Association in Middlesex County Pension Plan
  • RANK ind #249

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 Utilities retirement plans → · Plans in Ohio →

Energy Harbor Pension Plan for Collectively Bargained Employees in the asset neighbourhood

Central Steel & Wire Company Retirement PlanCentral Steel & Wire Company…$18MFederal Screw Works Salaried Employees Pension PlanFederal Screw Works Salaried…$18MVisiting Nurse Association in Middlesex County Pension PlanVisiting Nurse Association i…$18MEnergy Harbor Pension Plan for Collectively Bargained EmployeesEnergy Harbor Pension Plan f…$18MThe Retirement Plan of Flushing BankThe Retirement Plan of Flush…$18M
End-of-year total assets ($M) among Energy Harbor Pension Plan for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$714K
Employer EIN364833461
Plan Effective Date2020-02-27
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 Ohio

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

Energy Harbor Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Energy Harbor Pension Plan for Collectively Bargained Employees, Total assets ($B): 0.018192283 · Participants: 587Energy Harbor Pension Plan for Collectively Bargained EmployeesGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Energy Harbor Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Energy Harbor Pension Plan for Collectively Bargained Employees side-by-side with 3 peers →

Energy Harbor Pension Plan for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Visiting Nurse Association in Middlesex County Pension Plan in NJ ($18M); by covered participants it is Mo-Kan Teamsters Pension Fund in MO (587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (587 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 Energy Harbor Pension Plan for Collectively Bargained Employees assets move in 2024? ▼
Energy Harbor Pension Plan for Collectively Bargained Employees edged down modestly - down 3.9% during 2024, from $19M to $18M. Reported net income was -$714K.
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.
Which Defined Benefit (Pension) plans are similar in size to Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Visiting Nurse Association in Middlesex County Pension Plan in NJ ($18M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Energy Harbor Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mo-Kan Teamsters Pension Fund in MO (587 participants, $232M 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.