Oregon Retail Employees Pension pension plans

Oregon Retail Employees Pension, Tualatin, OR. EIN 93-6074377. Annual reports 2009–2024. Also filed as Plan.

Oregon Retail Employees Pension has one active retirement plan on file, the Oregon Retail Employees Pension Plan, with 56,361 participants and $1.1 billion in assets in 2024. Zenith American Solutions has been its administrator since 2016.

Active plans: 1
Participants: 56,361
Plan assets: $1.1 billion
Administered by: Zenith American Solutions
Plans on file: 1
Industry: Retail

The plan

Oregon Retail Employees Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 93-6074377
Participants (2024): 56,361
Net assets (2024): $1.1 billion
Administered by: Zenith American SolutionsEarlier: Associated Third Party Admin (2009–2015)
Plan administrator: Oregon Retail Employees Pension
12205 SW Tualatin RD Ste 200
Tualatin, OR 97062
(866) 796-7623As filed for 2024
In effect since: September 1, 1965

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	56,361	$1.1 billion	Zenith American Solutions
2023	53,041	$1.0 billion	Zenith American Solutions
2022	52,333	$982 million	Zenith American Solutions
2018	47,574	$884 million	Zenith American Solutions
2017	45,916	$969 million	Zenith American Solutions
2016	44,283	$883 million	Zenith American Solutions
2015	42,921	$858 million	Associated Third Party Admin
2014	42,012	$879 million	Associated Third Party Admin
2013	40,982	$868 million	Associated Third Party Admin
2012	40,026	$780 million	Associated Third Party Admin
2011	39,291	$726 million	Associated Third Party Admin
2010	37,707	$760 million	Associated Third Party Admin
2009	38,289	$700 million	Associated Third Party Admin

If you had money in one of these plans

Call Zenith American Solutions, which runs the Oregon Retail Employees Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((866) 796-7623). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Oregon Retail Employees Pension Plan

If you had money in one of these plans

What these numbers are

Other retail employers in OR