How big is Oregon Climate Trust's plan?

Oregon Climate Trust's plan reported $992K in assets and 15 participants for 2024.

Original filing (PDF)20251010122144NAL0004592707001

Oregon Climate Trust

Name: Oregon Climate Trust — The Climate Trust 401(k), Form 5500 (2024)
Creator: Oregon Climate Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Climate Trust 401(k) Retirement Plan

401(k) retirement plan · Oregon Climate Trust's The Climate Trust 401(k) Retirement Plan held $992K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$992K

Net assets (EOY)

$992K

Plan identifiers

Oregon Climate Trust's EIN is 26-0760633.

EIN 26-0760633

Plan number 001

Plan year 2024

ACK ID 20251010122144NAL0004592707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oregon Climate Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oregon Climate Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OREGON CLIMATE TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

OREGON CLIMATE TRUST

DBA

DBA THE CLIMATE TRUST

EIN

all filings

Address

80 SE MADISON STREET, SUITE 216 · PORTLAND, OR · 97214

Phone

(503) 238-1915

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