Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Cascade Pension Trust Money Purchase Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Cascade Pension Trust Money · Oregon · Construction

What the 2023 filing shows

Cascade Pension Trust Money Purchase Pension Plan holds $425M for 2,355 participants — about $180,615 per participant, up 13.5% over the 2024 plan year.

$425M
total plan assets (2024 EOY)
2,355
covered participants
$180,615
avg assets per participant
+13.5%
assets growth YoY
Total Assets (2023)
$425M
Participants
2,355
State
Industry
Construction

What the Filing Says About Cascade Pension Trust Money Purchase Pension Plan

Cascade Pension Trust Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by Board of Trustees, Cascade Pension Trust Money, headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $425M in total end-of-year assets and covers 2,355 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 936105946, and the plan has been effective since 1975-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $375M at the beginning of 2024 to $425M at year-end — a gain of 13.5%. Net assets (after liabilities) closed the year at $425M, with reported net income of $51M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

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.

Frequently Asked Questions

How much money is in the Cascade Pension Trust Money Purchase Pension Plan?
As of the 2024 Form 5500 filing, Cascade Pension Trust Money Purchase Pension Plan holds $425M in total assets with 2,355 participants. It is sponsored by Board of Trustees, Cascade Pension Trust Money.
What type of plan is Cascade Pension Trust Money Purchase Pension Plan?
Cascade Pension Trust Money Purchase Pension Plan is a Money Purchase plan. It has been effective since 1975-07-01. The plan is filed with the U.S. Department of Labor under EIN 936105946.
Who sponsors the Cascade Pension Trust Money Purchase Pension Plan?
Cascade Pension Trust Money Purchase Pension Plan is sponsored by Board of Trustees, Cascade Pension Trust Money, located in Oregon. The sponsor's EIN is 936105946 and the plan operates in the Construction industry.
How did Cascade Pension Trust Money Purchase Pension Plan perform in 2024?
Cascade Pension Trust Money Purchase Pension Plan grew by 13.5% during 2024, moving from $375M to $425M in total assets. Net income was $51M.
Where can I find official filings for Cascade Pension Trust Money Purchase Pension Plan?
Official Form 5500 filings for Cascade Pension Trust Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 936105946 or plan name at efast.dol.gov.
How does Cascade Pension Trust Money Purchase Pension Plan compare to other plans?
You can compare Cascade Pension Trust Money Purchase Pension Plan against other Money Purchase plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.