Profit Sharing · DOL Form 5500 · 2022
Brd of Trustees Oe 37 S&a Fund Profit Sharing Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 3,882
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $19,674
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local No 37 Severance & Annuity Fund · Sponsored by Brd of Trustees Oe 37 S&a Fund · Maryland · Construction
$76M in assets, 3,882 participants
Brd of Trustees Oe 37 S&a Fund's Operating Engineers Local No 37 Severance & Annuity Fund reported $76M in total assets and 3,882 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #8,913 in Construction (9,927 peers)
Coverage in Maryland
Operating Engineers Local No 37 Severance & Annuity Fund covers 3,882 participants in Maryland, 4.2x the typical Maryland plan (state average ~929 per filing). Assets: $76M.
- #8,913
- in Construction (9,927 peers)
- -10.7%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Operating Engineers Local No 37 Severance & Annuity Fund's outsized position by total assets
Operating Engineers Local No 37 Severance & Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$76,374,146 Top 9% higher than 91% 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 No 37 Severance & Annuity 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 No 37 Severance & Annuity Fund lands in the large band (3,882 participants).
EBSA filing schedule strip
Filing strip 521215784 · Brd of Trustees Oe 37 S&a Fund PY 2022 · Profit Sharing
Operating Engineers Local No 37 Severance & Annuity Fund · $76M · 3,882 · 91st
- BOOK $76M
- BOOK 3,882
- BOOK 91st
- BOOK Profit Sharing
- BOOK near Mitchell Silberberg & Knupp Profit Sharing Plan
- BOOK ind #8913
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 Maryland →
Operating Engineers Local No 37 Severance & Annuity Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$9M |
| Employer EIN | 521215784 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brd of Trustees Oe 37 S&a Fund)
Sponsor-wide plan assets over time
All Brd of Trustees Oe 37 S&a Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 8.963420684271874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,882 | $76M |
| 2023 | 1 | 3,928 | $81M |
| 2024 | 1 | 3,978 | $83M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.4B · 24,528
- Nfl Player Annuity Program $1.4B · 2,781
- Major League Baseball Players Investment Plan $928M · 4,122
- International Painters and Allied Trades Industry Annuity Plan $614M · 10,013
- Nfl Player Capital Accumulation Plan $460M · 2,732
Operating Engineers Local No 37 Severance & Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Mitchell Silberberg & Knupp Profit Sharing Plan in CA ($76M); by covered participants it is Sheet Metal Workers Local Union No. 28 Annuity Fund in NY (3,871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,882 participants); asset peers above are excluded.
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) 3,871 · 11 off
- Steamfitters' Industry Supplemental Retirement Fund (NY) 3,897 · 15 off
- Au Medical Center, Inc. 401(a) Retirement Savings Plan (GA) 3,904 · 22 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,904 · 22 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.