Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Oregon Retail Employees Pension Pension Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
19,775
Participants Very large workforce
99th
Percentile by assets National rank
$53,778
Avg per participant Low balance/head
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Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade

$1.1B in assets, 19,775 participants

Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $1.1B in total assets and 19,775 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #7,978 in Retail Trade (8,048 peers)

Coverage in Oregon

Oregon Retail Employees Pension Plan covers 19,775 participants in Oregon, 45x the typical Oregon plan (state average ~443 per filing). Assets: $1.1B.

#7,978
in Retail Trade (8,048 peers)
+4.3%
assets growth YoY
11×
vs typical plan assets (national mean)

Oregon Retail Employees Pension Plan's outsized position by total assets

Oregon Retail Employees Pension Plan vs every filed plan by assets

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

$1,063,464,393 Top 1% higher than 99% 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

Oregon Retail Employees Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Retail Employees Pension Plan is a mega filing (19,775 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Retail Employees Pension Plan reported net income rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Oregon Retail Employees Pension Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
  • Oregon Retail Employees Pension Plan reported participants fell from 20,043 in the plan year 2023 filing to 19,775 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 936074377 · Board of Trustees, Oregon Retail Employees Pension PY 2024 · Defined Benefit (Pension)

Oregon Retail Employees Pension Plan · $1.1B · 19,775 · 99th

  • PART $1.1B
  • TYPE 19,775
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware
  • BOY ind #7978

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 Retail Trade retirement plans → · Plans in Oregon →

Oregon Retail Employees Pension Plan in the asset neighbourhood

United Brotherhood of Carpenters Pension Fund United States SegmentUnited Brotherhood of Carpen…$1.1BRetirement System of the American National Red CrossRetirement System of the Ame…$1.1BOregon Retail Employees Pension PlanOregon Retail Employees Pens…$1.1BInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareInternational Union of Opera…$1.1BSalaried Employee Pension Plan for Kapl Employees and RetireesSalaried Employee Pension Pl…$1.1B
End-of-year total assets ($B) among Oregon Retail Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$44M
Employer EIN936074377
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Oregon Retail Employees Pension)

Sponsor-wide plan assets over time

All Board of Trustees, Oregon Retail Employees Pension plans reported in each filing year

Latest sponsor-wide plan assets
$4.3B 334.3759346115741% vs 2022
2024 filing year
$0B$1B$2B$3B$4B$5B 202220232024 $0.98B $4.27B ▲ +335.7%
Year Plans Participants Total Assets
2022 1 23,156 $983M
2023 1 20,043 $1.0B
2024 4 80,440 $4.3B

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Retail Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 11.21.41.61.8 Total assets ($B) Participants Oregon Retail Employees Pension Plan, Total assets ($B): 1.063464393 · Participants: 19775Oregon Retail Employees 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
Oregon Retail Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Retail Employees Pension Plan side-by-side with 3 peers →

Scale composition for Oregon Retail Employees Pension Plan

Oregon Retail Employees Pension Plan reports $1.1B in end-of-year assets across 19,775 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $53,778 per participant (39% of the national average assets-per-participant) . Net income for plan year 2024 was $44M.

This plan identity (EIN 936074377, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $1.1B (+8.2%) while covered participants moved from 23,156 to 19,775 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,156 $983M Open filing
2023 20,043 $1.0B Open filing
2024 19,961 $1.1B Open filing
2024 18,733 $983M Open filing
2024 21,971 $1.2B Open filing
2024 · index core 19,775 $1.1B This page

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

Outside Oregon, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in PA ($1.1B); by covered participants it is The Lilly Retirement Plan in IN (19,897 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19,775 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 Oregon Retail Employees Pension Plan assets move in 2024? ▼
Oregon Retail Employees Pension Plan edged up modestly - up 4.3% during 2024, from $1.0B to $1.1B. Reported net income was $44M.
How have Board of Trustees, Oregon Retail Employees Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Oregon Retail Employees Pension's sponsor-wide assets grew 334.4%, from $983M to $4.3B.
Where does Oregon Retail Employees Pension Plan rank by assets among Form 5500 filers? ▼
Oregon Retail Employees Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Oregon Retail Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware in PA ($1.1B, 2,918 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Retail Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lilly Retirement Plan in IN (19,897 participants, $11.8B 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 936074377.

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.