Money Purchase · DOL Form 5500 · 2024

Board of Trustees, Cascade Pension Trust Money Money Purchase Plan

Data updated 2026-08-06

$425M
Total assets: 2,355
Participants: 97th
Percentile by assets: $180,615
Avg per participant

Official DOL plan name: Cascade Pension Trust Money Purchase Pension Plan · Sponsored by Board of Trustees, Cascade Pension Trust Money · Oregon · Construction

$425M in assets, 2,355 participants

Board of Trustees, Cascade Pension Trust Money's Cascade Pension Trust Money Purchase Pension Plan reported $425M in total assets and 2,355 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)
#8,041 in Construction (8,304 peers)

Coverage in Oregon

Cascade Pension Trust Money Purchase Pension Plan covers 2,355 participants in Oregon, 5.4x the typical Oregon plan (state average ~440 per filing). Assets: $425M.

$425M
total plan assets (2024 EOY): 2,355
covered participants: 97th
percentile by assets (of 116,472 plans): $180,615
avg assets per participant

Cascade Pension Trust Money Purchase Pension Plan reported net income rose from $43M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Cascade Pension Trust Money Purchase Pension Plan end-of-year assets rose from $375M in the plan year 2023 filing to $425M in the plan year 2024 filing.
Cascade Pension Trust Money Purchase Pension Plan reported participants rose from 2,092 in the plan year 2023 filing to 2,355 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Construction

Participants vs Oregon filers

In Oregon, the average filing covers about 440 participants across 1,627 plans. Cascade Pension Trust Money Purchase Pension Plan reports 2,355 participants - 5.4x that state average ($425M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)	$375M
Net Assets (End of Year)	$425M
Net Income	$51M
Employer EIN	936105946
Plan Effective Date	1975-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees, Cascade Pension Trust Money plans on file

Year	Plans	Participants	Total Assets
2022	2	2,538	$382M
2023	2	2,578	$433M
2024	2	2,849	$495M

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cascade Pension Trust Money Purchase Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants

International Brotherhood of Electrical Workers District No. 9 Pension Plan $2.5B · 29,645
Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $1.1B · 1,562
Samaritan Health Services Retirement Plan $321M · 5,342
Osu Foundation Retirement Plan $49M · 145
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect $11M · 262

Compare Cascade Pension Trust Money Purchase Pen… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Cascade Pension Trust Money Purchase Pension Plan by total assets, not by location.

Aura, Inc. Money Purchase Pension Plan and Trust (DC) $428M · 1,531
I.B.E.W Local 697 Defined Contribution Plan (IN) $433M · 986
IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) $434M · 2,070
Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $443M · 332

Frequently Asked Questions

How did Cascade Pension Trust Money Purchase Pension Plan assets move in 2024? ▼

Cascade Pension Trust Money Purchase Pension Plan grew at a solid clip - up 13.5% during 2024, from $375M to $425M. Reported net income was $51M.

How have Board of Trustees, Cascade Pension Trust Money plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Cascade Pension Trust Money's sponsor-wide assets grew 29.7%, from $382M to $495M.

Where does Cascade Pension Trust Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

Cascade Pension Trust Money Purchase Pension Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Money Purchase plans are similar in size to Cascade Pension Trust Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Aura, Inc. Money Purchase Pension Plan and Trust in DC ($428M, 1,531 participants).

Next read for Cascade Pension Trust Money Purchase Pen…

Filing takeaways

Ways to act on Cascade Pension Trust Money Purchase Pension Plan's numbers.

By total assets, Cascade Pension Trust Money Purchase Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
Board of Trustees, Cascade Pension Trust Money's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Construction 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 936105946.