Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Oregon Retail Employees Pension Pension Plan

Data updated 2026-07-24

$1.1B
Total assets: 19,775
Participants: 99th
Percentile by assets: $53,778
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Oregon

Oregon Retail Employees Pension Plan covers 19,775 participants in Oregon, 45x the typical Oregon plan (state average ~440 per filing). Assets: $1.1B.

$1.1B
total plan assets (2024 EOY): 19,775
covered participants: 99th
percentile by assets (of 116,472 plans): $53,778
avg assets per participant

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 →

State

Oregon

Industry

Retail Trade

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Oregon Retail Employees Pension Plan reports 19,775 participants - 45x that state average ($1.1B EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$1.0B
Net Assets (End of Year)	$1.1B
Net Income	$44M
Employer EIN	936074377
Plan Effective Date	1965-09-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees, Oregon Retail Employees Pension plans on file

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

Northwest Sheet Metal Workers Pension Plan $1.7B · 4,783
Xpo Pension Plan $1.5B · 4,421
Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.3B · 3,464
Precision Castparts Corp. Retirement Plan $1.2B · 1,890
Oregon Retail Employees Pension Plan $1.2B · 21,971

Compare Oregon Retail Employees Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Oregon Retail Employees Pension Plan by total assets, not by location.

International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware (PA) $1.1B · 2,918
Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) $1.1B · 843
United Brotherhood of Carpenters Pension Fund United States Segment (NV) $1.1B · 1,296
Group Retirement Income Plan No.16 (IL) $1.1B · 4,082

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 116,472 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).

Next read for Oregon Retail Employees Pension Plan

Filing takeaways

Ways to act on Oregon Retail Employees Pension Plan's numbers.

By total assets, Oregon Retail Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
Board of Trustees, Oregon Retail Employees Pension's sponsor-wide assets have grown 334.4% since 2022 across 3 plan years on file. More Retail Trade plans

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.