Defined Benefit (Pension) · DOL Form 5500 · 2022
Employers & Operating Engineers Local 520 Pension Fund Board of Truste Pension Plan
Data updated 2026-08-25
- $273M
- Total assets Near avg plan size
- 830
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $329,180
- Avg per participant High balance/head
Official DOL plan name: Employers & Operating Engineers Local 520 Pension Fund · Sponsored by Employers & Operating Engineers Local 520 Pension Fund Board of Truste · Illinois · Construction
$273M in assets, 830 participants
Employers & Operating Engineers Local 520 Pension Fund Board of Truste's Employers & Operating Engineers Local 520 Pension Fund reported $273M in total assets and 830 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,534 in Construction (9,927 peers)
Where Employers & Operating Engineers Local 520 Pension Fund sits by assets
Employers & Operating Engineers Local 520 Pension Fund sits in the top 5% of all filed plans by assets, $273M for 830 participants (~$329,180/participant), down 8.9% in 2022.
- #9,534
- in Construction (9,927 peers)
- -8.9%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employers & Operating Engineers Local 520 Pension Fund's outsized position by total assets
Employers & Operating Engineers Local 520 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$273,219,610 Top 3% higher than 97% 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
Employers & Operating Engineers Local 520 Pension 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. Employers & Operating Engineers Local 520 Pension Fund sits mid-pack in the medium band (830 participants).
Plan-year Form 5500 strip
Filing strip 376053929 · Employers & Operating Engineers Local 520 Pension Fund Board of Truste PY 2022 · Defined Benefit (Pension)
Employers & Operating Engineers Local 520 Pension Fund · $273M · 830 · 97th
- SCH $273M
- SCH 830
- SCH 97th
- SCH Defined Benefit (Pension)
- SCH near Retirement Income Plan of the National Board of Medical Examiners
- SCH ind #9534
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 →
Employers & Operating Engineers Local 520 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $273M |
| Net Income | -$27M |
| Employer EIN | 376053929 |
| Plan Effective Date | 1963-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employers & Operating Engineers Local 520 Pension Fund Board of Truste)
Sponsor-wide plan assets over time
All Employers & Operating Engineers Local 520 Pension Fund Board of Truste plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 19.898568774034924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 830 | $273M |
| 2023 | 1 | 818 | $298M |
| 2024 | 1 | 881 | $328M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Employers & Operating Engineers Local 520 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan of the National Board of Medical Examiners in PA ($273M); by covered participants it is Capital Blue Cross Retirement Plan in PA (830 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273M here).
- Retirement Income Plan of the National Board of Medical Examiners (PA) $273M · 449
- United Food & Commercial Workers Union - Employer Pension Fund (OH) $273M · 4,343
- Farm Bureau Employees' Retirement Plan (MI) $272M · 280
- Retirement Income Plan (MA) $274M · 346
Similar participant headcount
Nearest other-state filings by covered participants (830 participants); asset peers above are excluded.
- Capital Blue Cross Retirement Plan (PA) 830 · 0 off
- Permanente Physicians Retirement Plan (OR) 830 · 0 off
- Moen Incorporated Pension Plan (OH) 830 · 0 off
- Pension Plan of Anne Arundel Medical Center (MD) 831 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.