Defined Benefit (Pension) · DOL Form 5500 · 2024

Oregon Education Association Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
80
Participants Small participant base
84th
Percentile by assets National rank
$609,572
Avg per participant High balance/head
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Official DOL plan name: Oregon Education Association Staff Pension Plan · Sponsored by Oregon Education Association · Oregon · Other Services

$49M in assets, 80 participants

Oregon Education Association's Oregon Education Association Staff Pension Plan reported $49M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,151 in Other Services (7,719 peers)

Where Oregon Education Association Staff Pension Plan sits by assets

Oregon Education Association Staff Pension Plan sits in the top quartile of all filed plans by assets, $49M for 80 participants (~$609,572/participant), up 10.1% in 2024.

#7,151
in Other Services (7,719 peers)
+10.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oregon Education Association Staff Pension Plan's outsized position by total assets

Oregon Education Association Staff Pension Plan vs every filed plan by assets

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

$48,765,736 Top 16% higher than 84% 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

Oregon Education Association Staff Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oregon Education Association Staff Pension Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oregon Education Association Staff Pension Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Oregon Education Association Staff Pension Plan end-of-year assets rose from $44M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Oregon Education Association Staff Pension Plan reported participants rose from 78 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930243443 · Oregon Education Association PY 2024 · Defined Benefit (Pension)

Oregon Education Association Staff Pension Plan · $49M · 80 · 84th

  • PCT $49M
  • EIN 80
  • RANK 84th
  • PHOTO Defined Benefit (Pension)
  • IND near Actors' Equity Association Staff Pension Plan
  • EOY ind #7151

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 Other Services retirement plans → · Plans in Oregon →

Oregon Education Association Staff Pension Plan in the asset neighbourhood

United Construction Workers Pension FundUnited Construction Workers …$49MActors' Equity Association Staff Pension PlanActors' Equity Association S…$49MOregon Education Association Staff Pension PlanOregon Education Association…$49MAmerican Radio Association Pension PlanAmerican Radio Association P…$49MMoody Bible Institute Pension PlanMoody Bible Institute Pensio…$49M
End-of-year total assets ($M) among Oregon Education Association Staff 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)$49M
Net Income$4M
Employer EIN930243443
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oregon Education Association)

Sponsor-wide plan assets over time

All Oregon Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.090656324577791% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55.1M $62.9M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 180 $55M
2023 2 166 $61M
2024 2 175 $63M

Nearby Defined Benefit (Pension) Plans in Oregon

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

Oregon Education Association Staff 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 ($B) Participants Oregon Education Association Staff Pension Plan, Total assets ($B): 0.048765736 · Participants: 80Oregon Education Association Staff 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 Education Association Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
Compare Oregon Education Association Staff Pension Plan side-by-side with 3 peers →

Oregon Education Association Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oregon, the nearest Defined Benefit (Pension) by assets is Actors' Equity Association Staff Pension Plan in NY ($49M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Oregon Education Association Staff Pension Plan assets move in 2024? ▼
Oregon Education Association Staff Pension Plan grew at a solid clip - up 10.1% during 2024, from $44M to $49M. Reported net income was $4M.
How have Oregon Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oregon Education Association's sponsor-wide assets grew 14.1%, from $55M to $63M.
Where does Oregon Education Association Staff Pension Plan rank by assets among Form 5500 filers? ▼
Oregon Education Association Staff Pension Plan ranks in the 84th 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 Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Actors' Equity Association Staff Pension Plan in NY ($49M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oregon Education Association Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (80 participants, $8M 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 930243443.

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.