Stationary Engineers Local 39 Annuity Trust Fund
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bd. of Trust. of Stationary Engineers Loc. 39 Annuity · California · Administrative & Support Services
What the 2023 filing shows
Stationary Engineers Local 39 Annuity Trust Fund holds $249M for 6,023 participants — about $41,318 per participant, down 13.6% over the 2022 plan year.
- $249M
- total plan assets (2022 EOY)
- 6,023
- covered participants
- $41,318
- avg assets per participant
- -13.6%
- assets change YoY
The plan reported a net loss of $39M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Stationary Engineers Local 39 Annuity Trust Fund
Stationary Engineers Local 39 Annuity Trust Fund is a Money Purchase retirement plan sponsored by Bd. of Trust. of Stationary Engineers Loc. 39 Annuity, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $249M in total end-of-year assets and covers 6,023 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942787714, and the plan has been effective since 1981-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $288M at the beginning of 2022 to $249M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $249M, with reported net income of $-39,220,805 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $288M |
| Total Assets (End of Year) | $249M |
| Net Assets (End of Year) | $249M |
| Net Income | $-39,220,805 |
| Plan Type | Money Purchase |
| Employer EIN | 942787714 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd. of Trust. of Stationary Engineers Loc. 39 Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,023 | $249M |
| 2023 | 1 | 6,157 | $282M |
| 2024 | 1 | 6,444 | $315M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Related Data
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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 942787714.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.