401(k) · DOL Form 5500 · 2024

Board of Trustees, Cascade Pension Trust 401(k)Plan 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
494
Participants Below avg headcount
88th
Percentile by assets National rank
$141,065
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cascade Pension Trust 401(k) Plan · Sponsored by Board of Trustees, Cascade Pension Trust 401(k)Plan · Oregon · Construction

$70M in assets, 494 participants

Board of Trustees, Cascade Pension Trust 401(k)Plan's Cascade Pension Trust 401(k) Plan reported $70M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,739 in Construction (9,039 peers)

Where Cascade Pension Trust 401(k) Plan sits by assets

Cascade Pension Trust 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 494 participants (~$141,065/participant), up 18.4% in 2024.

#7,739
in Construction (9,039 peers)
+18.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Cascade Pension Trust 401(k) Plan's outsized position by total assets

Cascade Pension Trust 401(k) Plan vs every filed plan by assets

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

$69,685,986 Top 12% higher than 88% 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

Cascade Pension Trust 401(k) 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. Cascade Pension Trust 401(k) Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascade Pension Trust 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Cascade Pension Trust 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Cascade Pension Trust 401(k) Plan reported participants rose from 486 in the plan year 2023 filing to 494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 936105946 · Board of Trustees, Cascade Pension Trust 401(k)Plan PY 2024 · 401(k)

Cascade Pension Trust 401(k) Plan · $70M · 494 · 88th

  • 5500 $70M
  • 5500 494
  • 5500 88th
  • 5500 401(k)
  • 5500 near Stefanini Retirement Savings Plan
  • 5500 ind #7739

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 Construction retirement plans → · Plans in Oregon →

Cascade Pension Trust 401(k) Plan in the asset neighbourhood

Cascade Pension Trust 401(k) PlanCascade Pension Trust 401(k)…$70MStefanini Retirement Savings PlanStefanini Retirement Savings…$70MTruck-Lite Co., LLC Thrift PlanTruck-Lite Co., LLC Thrift P…$70MAbc Appliance, Inc. Profit Sharing Plan and TrustAbc Appliance, Inc. Profit S…$70MScopely Inc. 401(k) Plan$70M
End-of-year total assets ($M) among Cascade Pension Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$70M
Net Income$11M
Employer EIN936105946
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Cascade Pension Trust 401(k)Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Cascade Pension Trust 401(k)Plan plans reported in each filing year

Latest sponsor-wide plan assets
$495M 29.73877772445056% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $382M $495M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 2,538 $382M
2023 2 2,578 $433M
2024 2 2,849 $495M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cascade Pension Trust 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cascade Pension Trust 401(k) Plan, Total assets ($B): 0.069685986 · Participants: 494Cascade Pension Trust 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Cascade Pension Trust 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cascade Pension Trust 401(k) Plan side-by-side with 3 peers →

Cascade Pension Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Stefanini Retirement Savings Plan in MI ($70M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Cascade Pension Trust 401(k) Plan assets move in 2024? ▼
Cascade Pension Trust 401(k) Plan grew sharply - up 18.4% during 2024, from $59M to $70M. Reported net income was $11M.
How have Board of Trustees, Cascade Pension Trust 401(k)Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Cascade Pension Trust 401(k)Plan's sponsor-wide assets grew 29.7%, from $382M to $495M.
Where does Cascade Pension Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Cascade Pension Trust 401(k) Plan ranks in the 88th 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 401(k) plans are similar in size to Cascade Pension Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stefanini Retirement Savings Plan in MI ($70M, 1,188 participants).
Which 401(k) plans cover a similar participant headcount to Cascade Pension Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (494 participants, $40M 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 936105946.

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.