Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund Profit Sharing Plan
Data updated 2026-08-25
- $246M
- Total assets Near avg plan size
- 9,879
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $24,914
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local 66 Annuity and Savings Fund · Sponsored by Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund · Pennsylvania · Construction
$246M in assets, 9,879 participants
Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's Operating Engineers Local 66 Annuity and Savings Fund reported $246M in total assets and 9,879 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #9,490 in Construction (9,927 peers)
Coverage in Pennsylvania
Operating Engineers Local 66 Annuity and Savings Fund covers 9,879 participants in Pennsylvania, 12x the typical Pennsylvania plan (state average ~822 per filing). Assets: $246M.
- #9,490
- in Construction (9,927 peers)
- -6.6%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Operating Engineers Local 66 Annuity and Savings Fund's outsized position by total assets
Operating Engineers Local 66 Annuity and Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$246,122,346 Top 4% higher than 96% 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
Operating Engineers Local 66 Annuity and Savings Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Operating Engineers Local 66 Annuity and Savings Fund lands in the large band (9,879 participants).
DOL schedule card
Filing strip 256271522 · Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund PY 2022 · Profit Sharing
Operating Engineers Local 66 Annuity and Savings Fund · $246M · 9,879 · 96th
- BOY $246M
- BOY 9,879
- BOY 96th
- BOY Profit Sharing
- BOY near I.B.E.W. Local Union 481 Defined Contribution Plan
- BOY ind #9490
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 Pennsylvania →
Operating Engineers Local 66 Annuity and Savings Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $264M |
|---|---|
| Net Assets (End of Year) | $246M |
| Net Income | -$17M |
| Employer EIN | 256271522 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund)
Sponsor-wide plan assets over time
All Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $290M 17.804164762837097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,879 | $246M |
| 2023 | 1 | 9,501 | $268M |
| 2024 | 1 | 8,936 | $290M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Scale composition for Operating Engineers Local 66 Annuity and Savings Fund
Operating Engineers Local 66 Annuity and Savings Fund reports $246M in end-of-year assets across 9,879 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $24,914 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.
This plan identity (EIN 256271522, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $290M (+17.8%) while covered participants moved from 9,879 to 8,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,879 | $246M | This page |
| 2023 | 9,501 | $268M | Open filing |
| 2024 · index core | 8,936 | $290M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Operating Engineers Local 66 Annuity and Savings Fund (Profit Sharing, $290M, 8,936 participants)
Operating Engineers Local 66 Annuity and Savings Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is I.B.E.W. Local Union 481 Defined Contribution Plan in IN ($246M); by covered participants it is Baylor College of Medicine Retirement Plan in TX (9,875 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246M here).
- I.B.E.W. Local Union 481 Defined Contribution Plan (IN) $246M · 2,730
- Western Washington Painters Defined Contribution Pension Plan (WA) $246M · 1,639
- American Maritime Officers Defined Contribution Plan (FL) $245M · 4,132
- IBEW Local 150 Supplemental Pension Fund (MI) $248M · 1,286
Similar participant headcount
Nearest other-state filings by covered participants (9,879 participants); asset peers above are excluded.
- Baylor College of Medicine Retirement Plan (TX) 9,875 · 4 off
- Operating Engineers Local 825 Profit Sharing Fund (NJ) 10,006 · 127 off
- International Painters and Allied Trades Industry Annuity Plan (MD) 10,013 · 134 off
- Scpmg Keogh Plan (CA) 9,727 · 152 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.