Profit Sharing · DOL Form 5500 · 2022

Brd of Trustees Oe 37 S&a Fund Profit Sharing Plan

Data updated 2026-08-11

$76M
Total assets
3,882
Participants
91st
Percentile by assets
$19,674
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$76M
total plan assets (2022 EOY)
3,882
covered participants
91st
percentile by assets (of 139,126 plans)
$19,674
avg assets per participant

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.

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Operating Engineers Local No 37 Severance & Annuity Fund reports 3,882 participants - 4.2x that state average ($76M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$76M
Net Income-$9M
Employer EIN521215784
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Trustees Oe 37 S&a Fund)

$75M$80M$85M 202220232024 $76.4M $83.2M ▲ +9.0%
Total plan assets by year, all Brd of Trustees Oe 37 S&a Fund plans on file
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.

Operating Engineers Local No 37 Severance & Annuity Fund vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Operating Engineers Local No 37 Severance & Annuity Fund vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -10123 Total assets ($B) Participants Operating Engineers …Sprinkler Industry S…Nfl Player Annuity P…Major League Basebal…International Painte…Nfl Player Capital A…
Operating Engineers Local No 37 Severance & Annuity Fund vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Operating Engineers Local No 37 Severance & Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Operating Engineers Local No 37 Severance & Annuity Fund assets move in 2022?
Operating Engineers Local No 37 Severance & Annuity Fund pulled back noticeably - down 10.7% during 2022, from $86M to $76M. Reported net income was -$9M.
How have Brd of Trustees Oe 37 S&a Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Brd of Trustees Oe 37 S&a Fund's sponsor-wide assets grew 9.0%, from $76M to $83M.
Where does Operating Engineers Local No 37 Severance & Annuity Fund rank by assets among Form 5500 filers?
Operating Engineers Local No 37 Severance & Annuity Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Operating Engineers Local No 37 Severance & Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is Mitchell Silberberg & Knupp Profit Sharing Plan in CA ($76M, 173 participants).

Next read for Operating Engineers Local No 37 Severanc…

Filing takeaways

Ways to act on Operating Engineers Local No 37 Severance & Annuity Fund's numbers.

  • By total assets, Operating Engineers Local No 37 Severance & Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
  • Brd of Trustees Oe 37 S&a Fund's sponsor-wide assets have grown 9.0% since 2022 across 3 plan years on file. More Construction plans