Money Purchase · DOL Form 5500 · 2024

Board of Trustees, Cascade Pension Trust Money Money Purchase Plan

Data updated 2026-08-25

$425M
Total assets Above avg plan size
2,355
Participants Above avg headcount
97th
Percentile by assets National rank
$180,615
Avg per participant Above avg balance/head
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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.

  • #8,711 in Construction (9,039 peers)

Coverage in Oregon

Cascade Pension Trust Money Purchase Pension Plan covers 2,355 participants in Oregon, 5.3x the typical Oregon plan (state average ~443 per filing). Assets: $425M.

#8,711
in Construction (9,039 peers)
+13.5%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Cascade Pension Trust Money Purchase Pension Plan's outsized position by total assets

Cascade Pension Trust Money Purchase Pension Plan vs every filed plan by assets

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

$425,348,565 Top 3% higher than 97% 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 Money Purchase Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascade Pension Trust Money Purchase Pension Plan lands in the large band (2,355 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 936105946 · Board of Trustees, Cascade Pension Trust Money PY 2024 · Money Purchase

Cascade Pension Trust Money Purchase Pension Plan · $425M · 2,355 · 97th

  • IND $425M
  • EOY 2,355
  • 5500 97th
  • ASSETS Money Purchase
  • PCT near Aura, Inc. Money Purchase Pension Plan and Trust
  • EIN ind #8711

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 Money Purchase Pension Plan in the asset neighbourhood

Skadden Arps Slate Meagher & Flom Retirement PlanSkadden Arps Slate Meagher &…$443MIBEW Local 16, AFL-CIO & Multi- Employer Pension PlanIBEW Local 16, AFL-CIO & Mul…$434MI.B.E.W Local 697 Defined Contribution PlanI.B.E.W Local 697 Defined Co…$433MAura, Inc. Money Purchase Pension Plan and TrustAura, Inc. Money Purchase Pe…$428MCascade Pension Trust Money Purchase Pension PlanCascade Pension Trust Money …$425M
End-of-year total assets ($M) among Cascade Pension Trust Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$375M
Net Assets (End of Year)$425M
Net Income$51M
Employer EIN936105946
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, Cascade Pension Trust Money 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 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 Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Cascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.425348565 · Participants: 2355Cascade Pension Trust Money Purchase Pension PlanInternational Brotherhood of Electrical Workers District No. 9 Pension Plan, Total assets ($B): 2.46815236 · Participants: 29645International Brotherhood of Electrical Workers District No. 9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 1.113209094 · Participants: 1562Northwest Permanente, P.C. Retirement Plan - Mpp AspectSamaritan Health Services Retirement Plan, Total assets ($B): 0.320567569 · Participants: 5342Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.166391319 · Participants: 688Local Union 598 Supplemental Pension PlanOsu Foundation Retirement Plan, Total assets ($B): 0.049412321 · Participants: 145Osu Foundation Retirement Plan
Cascade Pension Trust Money Purchase Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Cascade Pension Trust Money Purchase Pension Plan side-by-side with 3 peers →

Cascade Pension Trust Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Aura, Inc. Money Purchase Pension Plan and Trust in DC ($428M); by covered participants it is Iron Workers Locals 40, 361 & 417 Annuity Fund in NY (2,357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,355 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 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 123,622 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).
Which Money Purchase plans cover a similar participant headcount to Cascade Pension Trust Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iron Workers Locals 40, 361 & 417 Annuity Fund in NY (2,357 participants, $1.2B 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.