401(k) · DOL Form 5500 · 2022

Bd of Trustees I.U.O.E. Local 877 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
650
Participants Below avg headcount
80th
Percentile by assets National rank
$37,011
Avg per participant Low balance/head
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Official DOL plan name: International Union of Operating Engineers Local 877 Annuity Fund · Sponsored by Bd of Trustees I.U.O.E. Local 877 Annuity Fund · Massachusetts · Construction

$24M in assets, 650 participants

Bd of Trustees I.U.O.E. Local 877 Annuity Fund's International Union of Operating Engineers Local 877 Annuity Fund reported $24M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,845 in Construction (9,927 peers)

Where International Union of Operating Engineers Local 877 Annuity Fund sits by assets

International Union of Operating Engineers Local 877 Annuity Fund sits in the top quartile of all filed plans by assets, $24M for 650 participants (~$37,011/participant), down 16.3% in 2022.

#7,845
in Construction (9,927 peers)
-16.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

International Union of Operating Engineers Local 877 Annuity Fund's outsized position by total assets

International Union of Operating Engineers Local 877 Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,056,922 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

International Union of Operating Engineers Local 877 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Union of Operating Engineers Local 877 Annuity Fund sits mid-pack in the medium band (650 participants).

EBSA filing schedule strip

Filing strip 043228497 · Bd of Trustees I.U.O.E. Local 877 Annuity Fund PY 2022 · 401(k)

International Union of Operating Engineers Local 877 Annuity Fund · $24M · 650 · 80th

  • EOY $24M
  • EOY 650
  • EOY 80th
  • EOY 401(k)
  • EOY near Associated Clinical Laboratories Retirement Savings Plan
  • EOY ind #7845

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 Massachusetts →

International Union of Operating Engineers Local 877 Annuity Fund in the asset neighbourhood

International Union of Operating Engineers Local 877 Annuity FundInternational Union of Opera…$24MAssociated Clinical Laboratories Retirement Savings PlanAssociated Clinical Laborato…$24MBlue River Technology 401(k) PlanBlue River Technology 401(k)…$24MT-L Irrigation Co. Profit Sharing PlanT-L Irrigation Co. Profit Sh…$24MMower 401(k) Plan$24M
End-of-year total assets ($M) among International Union of Operating Engineers Local 877 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN043228497
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees I.U.O.E. Local 877 Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees I.U.O.E. Local 877 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.91804412883743% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $29.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 650 $24M
2023 1 671 $27M
2024 1 450 $30M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Union of Operating Engineers Local 877 Annuity Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants International Union of Operating Engineers Local 877 Annuity Fund, Total assets ($B): 0.024056922 · Participants: 650International Union of Operating Engineers Local 877 Annuity FundFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
International Union of Operating Engineers Local 877 Annuity Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare International Union of Operating Engineers Local 877 Annuity Fund side-by-side with 3 peers →

International Union of Operating Engineers Local 877 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Associated Clinical Laboratories Retirement Savings Plan in PA ($24M); by covered participants it is Cadillac Casting, Inc. 401(k) Retirement Plan in MI (650 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (650 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did International Union of Operating Engineers Local 877 Annuity Fund assets move in 2022? ▼
International Union of Operating Engineers Local 877 Annuity Fund declined sharply - down 16.3% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Bd of Trustees I.U.O.E. Local 877 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees I.U.O.E. Local 877 Annuity Fund's sponsor-wide assets grew 22.9%, from $24M to $30M.
Where does International Union of Operating Engineers Local 877 Annuity Fund rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 877 Annuity Fund ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to International Union of Operating Engineers Local 877 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Associated Clinical Laboratories Retirement Savings Plan in PA ($24M, 349 participants).
Which 401(k) plans cover a similar participant headcount to International Union of Operating Engineers Local 877 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Cadillac Casting, Inc. 401(k) Retirement Plan in MI (650 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043228497.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.