Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Pension Trust Fund for Operating Pension Plan
Data updated 2026-08-25
- $4.8B
- Total assets Very large vs avg
- 19,523
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $246,237
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Trust Fund for Operating Engineers · Sponsored by Board of Trustees, Pension Trust Fund for Operating · California · Construction
$4.8B in assets, 19,523 participants
Board of Trustees, Pension Trust Fund for Operating's Pension Trust Fund for Operating Engineers reported $4.8B in total assets and 19,523 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,914 in Construction (9,927 peers)
Coverage in California
Pension Trust Fund for Operating Engineers covers 19,523 participants in California, 31x the typical California plan (state average ~630 per filing). Assets: $4.8B.
- #9,914
- in Construction (9,927 peers)
- -12.5%
- assets change YoY
- 48×
- vs typical plan assets (national mean)
The plan reported a net loss of $685M 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's outsized position by total assets
Pension Trust Fund for Operating Engineers vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,807,286,697 Highest reported value at or above every one 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'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 is a mega filing (19,523 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 946090764 · Board of Trustees, Pension Trust Fund for Operating PY 2022 · Defined Benefit (Pension)
Pension Trust Fund for Operating Engineers · $4.8B · 19,523 · 100th
- PART $4.8B
- PART 19,523
- PART 100th
- PART Defined Benefit (Pension)
- PART near Lumen Combined Pension Plan
- PART ind #9914
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 in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5.5B |
|---|---|
| Net Assets (End of Year) | $4.8B |
| Net Income | -$685M |
| Employer EIN | 946090764 |
| Plan Effective Date | 1959-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Pension Trust Fund for Operating)
Sponsor-wide plan assets over time
All Board of Trustees, Pension Trust Fund for Operating 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Pension Trust Fund for Operating Engineers
Pension Trust Fund for Operating Engineers reports $4.8B in end-of-year assets across 19,523 participants (0.039% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $246,237 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2022 was -$685M.
This plan identity (EIN 946090764, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.8B to $5.4B (+12.3%) while covered participants moved from 19,523 to 20,372 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 19,523 | $4.8B | This page |
| 2023 | 44,447 | $5.1B | Open filing |
| 2024 · index core | 20,372 | $5.4B | 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's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Lumen Combined Pension Plan in LA ($4.8B); by covered participants it is Liuna National (Industrial) Pension Fund in DC (19,641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.8B here).
- Lumen Combined Pension Plan (LA) $4.8B · 14,232
- Mid-America Carpenters Regional Council Pension Fund (IL) $4.8B · 9,897
- Nextera Energy, Inc. Employee Pension Plan (FL) $4.8B · 13,210
- New York District Council of Carpenters Pension Pl (NY) $4.8B · 11,318
Similar participant headcount
Nearest other-state filings by covered participants (19,523 participants); asset peers above are excluded.
- Liuna National (Industrial) Pension Fund (DC) 19,641 · 118 off
- Bjc Pension Plan (MO) 19,132 · 391 off
- The Legacy Plan of the Unite Here Retirement Fund (NY) 18,942 · 581 off
- United Food & Commercial Workers Intl Union - Industry Pension Fund (IL) 20,170 · 647 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.