Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Operating Engineers Annuity Plan Money Purchase Plan
Data updated 2026-08-11
- $405M
- Total assets
- 21,455
- Participants
- 97th
- Percentile by assets
- $18,875
- Avg per participant
Official DOL plan name: Pension Trust Fund for Operating Engineers Annuity Plan · Sponsored by Board of Trustees, Operating Engineers Annuity Plan · California · Construction
$405M in assets, 21,455 participants
Board of Trustees, Operating Engineers Annuity Plan's Pension Trust Fund for Operating Engineers Annuity Plan reported $405M in total assets and 21,455 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #9,647 in Construction (9,927 peers)
Coverage in California
Pension Trust Fund for Operating Engineers Annuity Plan covers 21,455 participants in California, 34x the typical California plan (state average ~630 per filing). Assets: $405M.
- $405M
- total plan assets (2022 EOY)
- 21,455
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $18,875
- avg assets per participant
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Pension Trust Fund for Operating Engineers Annuity Plan reports 21,455 participants - 34x that state average ($405M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $461M |
|---|---|
| Net Assets (End of Year) | $404M |
| Net Income | -$56M |
| Employer EIN | 946090764 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Operating Engineers Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 40,978 | $5.2B |
| 2023 | 2 | 67,062 | $5.6B |
| 2024 | 2 | 43,596 | $5.9B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Pension Trust Fund for Operating Engineers Annuity Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Pension Trust Fund for Operating Engineers Annuity Plan
Pension Trust Fund for Operating Engineers Annuity Plan reports $405M in end-of-year assets across 21,455 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $18,875 per participant (14% of the national average assets-per-participant) . Net income for plan year 2022 was -$56M.
This plan identity (EIN 946090764, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $405M to $548M (+35.4%) while covered participants moved from 21,455 to 23,224 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,455 | $405M | This page |
| 2023 | 22,615 | $481M | Open filing |
| 2024 · index core | 23,224 | $548M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pension Trust Fund for Operating Engineers (Defined Benefit (Pension), $5.4B, 20,372 participants)
- Pension Trust Fund for Operating Engineers Annuity Plan (Money Purchase, $548M, 23,224 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Pension Trust Fund for Operating Engineers Annuity Plan by total assets, not by location.
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $401M · 325
- Annuity Fd of the Electrical Industry of Long Island (NY) $400M · 2,186
- Telephone and Data Systems, Inc. Pension Plan (WI) $414M · 5,694
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan (OH) $415M · 1,076
Frequently Asked Questions
How did Pension Trust Fund for Operating Engineers Annuity Plan assets move in 2022? ▼
How have Board of Trustees, Operating Engineers Annuity Plan plan assets changed over time? ▼
Where does Pension Trust Fund for Operating Engineers Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Pension Trust Fund for Operating Engineers Annuity Plan? ▼
Next read for Pension Trust Fund for Operating Enginee…
Filing takeaways
Ways to act on Pension Trust Fund for Operating Engineers Annuity Plan's numbers.
- By total assets, Pension Trust Fund for Operating Engineers Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Operating Engineers Annuity Plan's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Construction plans