Other · DOL Form 5500 · 2022

Board of Trustees Operating Engineers Local 520 Retirement Plan

Data updated 2026-08-25

$206M
Total assets Near avg plan size
2,609
Participants Above avg headcount
96th
Percentile by assets National rank
$78,971
Avg per participant Below avg balance/head
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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.

  • #9,430 in Construction (9,927 peers)

Coverage in Illinois

Operating Engineers Local 520 Annuity Plan covers 2,609 participants in Illinois, 3.3x the typical Illinois plan (state average ~779 per filing). Assets: $206M.

#9,430
in Construction (9,927 peers)
-14.6%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Operating Engineers Local 520 Annuity Plan's outsized position by total assets

Operating Engineers Local 520 Annuity Plan vs every filed plan by assets

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

$206,036,529 Top 4% higher than 96% 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

Operating Engineers Local 520 Annuity Plan'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 520 Annuity Plan lands in the large band (2,609 participants).

Plan-year Form 5500 strip

Filing strip 371328217 · Board of Trustees Operating Engineers Local 520 PY 2022 · Other

Operating Engineers Local 520 Annuity Plan · $206M · 2,609 · 96th

  • PART $206M
  • TYPE 2,609
  • NET 96th
  • BOOK Other
  • VS-ST near Stonehill College 403(b) Retirement Savings Plan
  • BOY ind #9430

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 Illinois →

Operating Engineers Local 520 Annuity Plan in the asset neighbourhood

Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings PlanLowell General Hospital Corp…$207MOperating Engineers Local 520 Annuity PlanOperating Engineers Local 52…$206MStonehill College 403(b) Retirement Savings PlanStonehill College 403(b) Ret…$206MThe Hospital for Special Surgery Retirement Plan for Management and Medical StaffThe Hospital for Special Sur…$205MReed College Retirement Plan$205M
End-of-year total assets ($M) among Operating Engineers Local 520 Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$206M
Net Income-$35M
Employer EIN371328217
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Operating Engineers Local 520)

Sponsor-wide plan assets over time

All Board of Trustees Operating Engineers Local 520 plans reported in each filing year

Latest sponsor-wide plan assets
$269M 30.529403356431033% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $206M $269M ▲ +30.5%
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 Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Operating Engineers Local 520 Annuity Plan, Total assets ($B): 0.206036529 · Participants: 2609Operating Engineers Local 520 Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Operating Engineers Local 520 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Operating Engineers Local 520 Annuity Plan side-by-side with 3 peers →

Operating Engineers Local 520 Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Stonehill College 403(b) Retirement Savings Plan in MA ($206M); by covered participants it is Faxton - St. Luke's Healthcare 403(b) Retirement Plan in NY (2,614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,609 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 Operating Engineers Local 520 Annuity Plan assets move in 2022? ▼
Operating Engineers Local 520 Annuity Plan pulled back noticeably - down 14.6% during 2022, from $241M to $206M. Reported net income was -$35M.
How have Board of Trustees Operating Engineers Local 520 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Operating Engineers Local 520's sponsor-wide assets grew 30.5%, from $206M to $269M.
Where does Operating Engineers Local 520 Annuity Plan rank by assets among Form 5500 filers? ▼
Operating Engineers Local 520 Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Operating Engineers Local 520 Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Stonehill College 403(b) Retirement Savings Plan in MA ($206M, 493 participants).
Which Other plans cover a similar participant headcount to Operating Engineers Local 520 Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Faxton - St. Luke's Healthcare 403(b) Retirement Plan in NY (2,614 participants, $167M 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 371328217.

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.