Other · DOL Form 5500 · 2022
Board of Trustees Operating Engineers Local 520 Retirement Plan
Data updated 2026-08-06
- $206M
- Total assets
- 2,609
- Participants
- 96th
- Percentile by assets
- $78,971
- Avg per participant
Official DOL plan name: Operating Engineers Local 520 Annuity Plan · Sponsored by Board of Trustees Operating Engineers Local 520 · Illinois · Construction
$206M in assets, 2,609 participants
Board of Trustees Operating Engineers Local 520's Operating Engineers Local 520 Annuity Plan reported $206M in total assets and 2,609 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 139,258 plans)
- #9,441 in Construction (9,938 peers)
Coverage in Illinois
Operating Engineers Local 520 Annuity Plan covers 2,609 participants in Illinois, 3.4x the typical Illinois plan (state average ~768 per filing). Assets: $206M.
- $206M
- total plan assets (2022 EOY)
- 2,609
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $78,971
- avg assets per participant
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Operating Engineers Local 520 Annuity Plan reports 2,609 participants - 3.4x that state average ($206M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | -$35M |
| Employer EIN | 371328217 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 520)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,609 | $206M |
| 2023 | 1 | 2,707 | $238M |
| 2024 | 1 | 2,930 | $269M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Operating Engineers Local 520 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to Operating Engineers Local 520 Annuity Plan by total assets, not by location.
- Stonehill College 403(b) Retirement Savings Plan (MA) $206M · 493
- Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan (MA) $207M · 3,653
- The Hospital for Special Surgery Retirement Plan for Management and Medical Staff (NY) $205M · 606
- Reed College Retirement Plan (OR) $205M · 537
Frequently Asked Questions
How did Operating Engineers Local 520 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Operating Engineers Local 520 plan assets changed over time? ▼
Where does Operating Engineers Local 520 Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Operating Engineers Local 520 Annuity Plan's numbers.
- By total assets, Operating Engineers Local 520 Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Board of Trustees Operating Engineers Local 520's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Construction plans