Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun Pension Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 798
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $259,969
- Avg per participant Above avg balance/head
Official DOL plan name: Pacificorp/IBEW Local 57 Retirement Trust Fund · Sponsored by Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun · California · Finance & Insurance
$207M in assets, 798 participants
Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun's Pacificorp/IBEW Local 57 Retirement Trust Fund reported $207M in total assets and 798 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,781 in Finance & Insurance (8,549 peers)
Where Pacificorp/IBEW Local 57 Retirement Trust Fund sits by assets
Pacificorp/IBEW Local 57 Retirement Trust Fund sits in the top 10% of all filed plans by assets, $207M for 798 participants (~$259,969/participant), down 2.4% in 2024.
- #7,781
- in Finance & Insurance (8,549 peers)
- -2.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pacificorp/IBEW Local 57 Retirement Trust Fund's outsized position by total assets
Pacificorp/IBEW Local 57 Retirement Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$207,455,143 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pacificorp/IBEW Local 57 Retirement Trust Fund among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacificorp/IBEW Local 57 Retirement Trust Fund sits mid-pack in the medium band (798 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacificorp/IBEW Local 57 Retirement Trust Fund reported net income rose from -$10M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Pacificorp/IBEW Local 57 Retirement Trust Fund reported participants fell from 880 in the plan year 2023 filing to 798 in the plan year 2024 filing.
- Pacificorp/IBEW Local 57 Retirement Trust Fund end-of-year assets fell from $213M in the plan year 2023 filing to $207M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870640888 · Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun PY 2024 · Defined Benefit (Pension)
Pacificorp/IBEW Local 57 Retirement Trust Fund · $207M · 798 · 94th
- ASSETS $207M
- ASSETS 798
- ASSETS 94th
- ASSETS Defined Benefit (Pension)
- ASSETS near Talen Montana Retirement Plan
- ASSETS ind #7781
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 Finance & Insurance retirement plans → · Plans in California →
Pacificorp/IBEW Local 57 Retirement Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | -$5M |
| Employer EIN | 870640888 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun)
Sponsor-wide plan assets over time
All Board of Trustees of the Pacificorp/IBEW Local 57 Retirement Trust Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 6.8805125162348535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 970 | $223M |
| 2023 | 1 | 880 | $213M |
| 2024 | 1 | 798 | $207M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Pacificorp/IBEW Local 57 Retirement Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Talen Montana Retirement Plan in TX ($208M); by covered participants it is Summit Credit Union Retirement Pension Plan in WI (798 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
Similar participant headcount
Nearest other-state filings by covered participants (798 participants); asset peers above are excluded.
- Summit Credit Union Retirement Pension Plan (WI) 798 · 0 off
- Retirement Plan for Employees of St. Mary's Medical Center (WV) 799 · 1 off
- Northwest Bricklayers Pension Plan (OR) 795 · 3 off
- Warehouse Employees Local No. 570 Pension Fund (MD) 795 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.