Oregon & Southwest Washington Painters Pension Plan, Trustees retirement plan: assets, participants and fees
What Oregon & Southwest Washington Painters Pension Plan, Trustees' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The William C. Earhart Co. Inc. | Schedule C ↗ |
| Independent auditor | Anastasi Moore & Martin, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 287 pension plans in construction with 1,000 to 4,999 participants.
| Oregon & Southwest Washington Painters Pension Plan, Trustees: employer contribution per participant | $3,823 | |
| Peer median | $5,506 |
| Oregon & Southwest Washington Painters Pension Plan, Trustees: average balance | $72,258 | |
| Peer median | $105,184 |
| Oregon & Southwest Washington Painters Pension Plan, Trustees: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.59% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $178M at the end of plan year 2023 to $193M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,674 | $193M | $10.2M | $3,823 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 2,753 | $178M | $10.6M | $3,852 | 0.46% | Not published | Form 5500 ↗ |
Common questions
Does Oregon & Southwest Washington Painters Pension Plan, Trustees match 401(k) contributions?
The match terms for the Oregon & Southwest Washington Painters Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $10.2M in employer contributions, about $3,823 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oregon & Southwest Washington Painters Pension Plan, Trustees 401(k) match vested?
The vesting schedule for the Oregon & Southwest Washington Painters Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon & Southwest Washington Painters Pension Plan, Trustees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The William C. Earhart Co. Inc.. The plan administrator is Oregon & Southwest Washington Painters Pension Plan, Trustees.
I left Oregon & Southwest Washington Painters Pension Plan, Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oregon & Southwest Washington Painters Pension Plan, Trustees, (503) 282-5581) or the recordkeeper, The William C. Earhart Co. Inc.. The Oregon & Southwest Washington Painters Pension Plan, Trustees old 401(k) page lists the contacts from every plan filing. Find an old Oregon & Southwest Washington Painters Pension Plan, Trustees 401(k)
Data from the public Form 5500 annual reports Oregon & Southwest Washington Painters Pension Plan, Trustees filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oregon & Southwest Washington Painters Pension Plan, Trustees. Not financial advice. Report a correction · Methodology