Defined Benefit (Pension) · DOL Form 5500 · 2024

Joint Board of Trustees, Oregon District Foundry Pension Trust Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
N/A
Participants Small participant base
82nd
Percentile by assets National rank
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Official DOL plan name: Oregon District Foundry Pension Plan · Sponsored by Joint Board of Trustees, Oregon District Foundry Pension Trust · Oregon · Manufacturing

$43M in assets, N/A participants

Joint Board of Trustees, Oregon District Foundry Pension Trust's Oregon District Foundry Pension Plan reported $43M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,354 in Manufacturing (17,777 peers)

Where Oregon District Foundry Pension Plan sits by assets

Oregon District Foundry Pension Plan sits in the top quartile of all filed plans by assets, $43M for N/A participants, down 2.9% in 2024.

#13,354
in Manufacturing (17,777 peers)
-2.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oregon District Foundry Pension Plan's outsized position by total assets

Oregon District Foundry Pension Plan vs every filed plan by assets

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

$42,874,391 Top 18% higher than 82% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon District Foundry Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Oregon District Foundry Pension Plan reported participants fell from 18 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Oregon District Foundry Pension Plan end-of-year assets fell from $44M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 936028742 · Joint Board of Trustees, Oregon District Foundry Pension Trust PY 2024 · Defined Benefit (Pension)

Oregon District Foundry Pension Plan · $43M · N/A · 82nd

  • ASSETS $43M
  • ASSETS N/A
  • ASSETS 82nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Essentra USA Retirement Plan
  • ASSETS ind #13354

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 Manufacturing retirement plans → · Plans in Oregon →

Oregon District Foundry Pension Plan in the asset neighbourhood

Nnss Igan Pension Plan$43MJovia Financial Credit Union Defined Benefit Plan and TrustJovia Financial Credit Union…$43MOregon District Foundry Pension PlanOregon District Foundry Pens…$43MEssentra USA Retirement Plan$43MSt. Marys Hospital of St. Marys County Pension Plan and TrustSt. Marys Hospital of St. Ma…$43M
End-of-year total assets ($M) among Oregon District Foundry Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$43M
Net Income-$1M
Employer EIN936028742
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees, Oregon District Foundry Pension Trust)

Sponsor-wide plan assets over time

All Joint Board of Trustees, Oregon District Foundry Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$43M 4.053246410324364% vs 2022
2024 filing year
$40M$41M$42M$43M$44M$45M 202220232024 $41.2M $42.9M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 96 $41M
2023 1 18 $44M
2024 1 N/A $43M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon District Foundry Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Oregon District Foundry Pension Plan, Total assets ($B): 0.042874391 · Participants: 0Oregon District Foundry 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 District Foundry Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon District Foundry Pension Plan side-by-side with 3 peers →

Oregon District Foundry Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Oregon, the nearest Defined Benefit (Pension) by end-of-year assets is Essentra USA Retirement Plan in IL at $43M (this filing: $43M).

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 District Foundry Pension Plan assets move in 2024? ▼
Oregon District Foundry Pension Plan edged down modestly - down 2.9% during 2024, from $44M to $43M. Reported net income was -$1M.
How have Joint Board of Trustees, Oregon District Foundry Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees, Oregon District Foundry Pension Trust's sponsor-wide assets grew 4.1%, from $41M to $43M.
Where does Oregon District Foundry Pension Plan rank by assets among Form 5500 filers? ▼
Oregon District Foundry Pension Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oregon District Foundry Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essentra USA Retirement Plan in IL ($43M, 11 participants).

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 936028742.

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.