Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund Profit Sharing Plan
Data updated 2026-08-11
- $246M
- Total assets
- 9,879
- Participants
- 96th
- Percentile by assets
- $24,914
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $246M
- total plan assets (2022 EOY)
- 9,879
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $24,914
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Operating Engineers Local 66 Annuity and Savings Fund reports 9,879 participants - 12x that state average ($246M EOY assets).
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)
| 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.
Operating Engineers Local 66 Annuity and Savings Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Operating Engineers Local 66 Annuity and Savings Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Operating Engineers Local 66 Annuity and Savings Fund assets move in 2022? ▼
How have Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plan assets changed over time? ▼
Where does Operating Engineers Local 66 Annuity and Savings Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Operating Engineers Local 66 Annuity and Savings Fund? ▼
Next read for Operating Engineers Local 66 Annuity and…
Filing takeaways
Ways to act on Operating Engineers Local 66 Annuity and Savings Fund's numbers.
- By total assets, Operating Engineers Local 66 Annuity and Savings Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Construction plans