Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Operating Engineers Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $405M
- Total assets Above avg plan size
- 21,455
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $18,875
- Avg per participant Low balance/head
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.
- #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.
- #9,647
- in Construction (9,927 peers)
- -12.2%
- assets change YoY
- 4.1×
- vs typical plan assets (national mean)
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.
Pension Trust Fund for Operating Engineers Annuity Plan's outsized position by total assets
Pension Trust Fund for Operating Engineers Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$404,960,723 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Trust Fund for Operating Engineers Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Trust Fund for Operating Engineers Annuity Plan is a mega filing (21,455 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 946090764 · Board of Trustees, Operating Engineers Annuity Plan PY 2022 · Money Purchase
Pension Trust Fund for Operating Engineers Annuity Plan · $405M · 21,455 · 97th
- IND $405M
- EOY 21,455
- 5500 97th
- ASSETS Money Purchase
- PCT near Skadden Arps Slate Meagher & Flom Retirement Plan
- EIN ind #9647
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 California →
Pension Trust Fund for Operating Engineers Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Operating Engineers Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.9B 14.13689523203793% vs 2022
- 2024 filing year
| 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.
- 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)
Pension Trust Fund for Operating Engineers Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Skadden Arps Slate Meagher & Flom Retirement Plan in NY ($401M); by covered participants it is Michigan Laborers' Annuity Fund in MI (20,434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($405M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (21,455 participants); asset peers above are excluded.
- Michigan Laborers' Annuity Fund (MI) 20,434 · 1,021 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 19,164 · 2,291 off
- International Brotherhood of Trade Unions Local 713 Annuity Fund (NY) 24,237 · 2,782 off
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) 27,536 · 6,081 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.