Money Purchase · DOL Form 5500 · 2024

Trustees, Local Union 598 Supplemental Pension Plan Money Purchase Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
688
Participants Below avg headcount
93rd
Percentile by assets National rank
$241,848
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Local Union 598 Supplemental Pension Plan · Sponsored by Trustees, Local Union 598 Supplemental Pension Plan · Oregon · Construction

$166M in assets, 688 participants

Trustees, Local Union 598 Supplemental Pension Plan's Local Union 598 Supplemental Pension Plan reported $166M in total assets and 688 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,338 in Construction (9,039 peers)

Where Local Union 598 Supplemental Pension Plan sits by assets

Local Union 598 Supplemental Pension Plan sits in the top 10% of all filed plans by assets, $166M for 688 participants (~$241,848/participant), up 16.8% in 2024.

#8,338
in Construction (9,039 peers)
+16.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Local Union 598 Supplemental Pension Plan's outsized position by total assets

Local Union 598 Supplemental Pension Plan vs every filed plan by assets

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

$166,391,319 Top 7% higher than 93% 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

Local Union 598 Supplemental Pension Plan 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. Local Union 598 Supplemental Pension Plan sits mid-pack in the medium band (688 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local Union 598 Supplemental Pension Plan reported net income fell from $30M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Local Union 598 Supplemental Pension Plan end-of-year assets rose from $143M in the plan year 2023 filing to $166M in the plan year 2024 filing.
  • Local Union 598 Supplemental Pension Plan reported participants rose from 611 in the plan year 2023 filing to 688 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931069859 · Trustees, Local Union 598 Supplemental Pension Plan PY 2024 · Money Purchase

Local Union 598 Supplemental Pension Plan · $166M · 688 · 93rd

  • SCH $166M
  • SCH 688
  • SCH 93rd
  • SCH Money Purchase
  • SCH near Annuity Fund of Local 274
  • SCH ind #8338

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 →

Local Union 598 Supplemental Pension Plan in the asset neighbourhood

Tile Industry Retirement Savings Trust FundTile Industry Retirement Sav…$170MSeafarers Money Purchase Pension PlanSeafarers Money Purchase Pen…$168MAnnuity Fund of Local 274$167MLocal Union 598 Supplemental Pension PlanLocal Union 598 Supplemental…$166MGreater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$165M
End-of-year total assets ($M) among Local Union 598 Supplemental Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$166M
Net Income$24M
Employer EIN931069859
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees, Local Union 598 Supplemental Pension Plan)

Sponsor-wide plan assets over time

All Trustees, Local Union 598 Supplemental Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$166M 47.61929379078018% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $166M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 602 $113M
2023 1 611 $143M
2024 1 688 $166M

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local Union 598 Supplemental Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Local Union 598 Supplemental Pension Plan, Total assets ($B): 0.166391319 · Participants: 688Local Union 598 Supplemental 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 AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.425348565 · Participants: 2355Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.320567569 · Participants: 5342Samaritan Health Services Retirement PlanOsu Foundation Retirement Plan, Total assets ($B): 0.049412321 · Participants: 145Osu Foundation Retirement Plan
Local Union 598 Supplemental Pension Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Local Union 598 Supplemental Pension Plan side-by-side with 3 peers →

Local Union 598 Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Annuity Fund of Local 274 in NJ ($167M); by covered participants it is Plumbers and Pipefitters Local Union No. 396 Security Plan in OH (688 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($166M here).

Similar participant headcount

Nearest other-state filings by covered participants (688 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 Local Union 598 Supplemental Pension Plan assets move in 2024? ▼
Local Union 598 Supplemental Pension Plan grew sharply - up 16.8% during 2024, from $143M to $166M. Reported net income was $24M.
How have Trustees, Local Union 598 Supplemental Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees, Local Union 598 Supplemental Pension Plan's sponsor-wide assets grew 47.6%, from $113M to $166M.
Where does Local Union 598 Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Local Union 598 Supplemental Pension Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Local Union 598 Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Annuity Fund of Local 274 in NJ ($167M, 402 participants).
Which Money Purchase plans cover a similar participant headcount to Local Union 598 Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers and Pipefitters Local Union No. 396 Security Plan in OH (688 participants, $31M 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 931069859.

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.