Money Purchase · DOL Form 5500 · 2022
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity Money Purchase Plan
Data updated 2026-08-25
- $249M
- Total assets Near avg plan size
- 6,023
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $41,318
- Avg per participant Low balance/head
Official DOL plan name: Stationary Engineers Local 39 Annuity Trust Fund · Sponsored by Bd. of Trust. of Stationary Engineers Loc. 39 Annuity · California · Administrative & Support Services
$249M in assets, 6,023 participants
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's Stationary Engineers Local 39 Annuity Trust Fund reported $249M in total assets and 6,023 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.
- #4,850 in Administrative & Support Services (4,927 peers)
Coverage in California
Stationary Engineers Local 39 Annuity Trust Fund covers 6,023 participants in California, 9.6x the typical California plan (state average ~630 per filing). Assets: $249M.
- #4,850
- in Administrative & Support Services (4,927 peers)
- -13.6%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
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.
Stationary Engineers Local 39 Annuity Trust Fund's outsized position by total assets
Stationary Engineers Local 39 Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$248,860,458 Top 4% higher than 96% 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
Stationary Engineers Local 39 Annuity Trust Fund'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. Stationary Engineers Local 39 Annuity Trust Fund lands in the large band (6,023 participants).
DOL schedule card
Filing strip 942787714 · Bd. of Trust. of Stationary Engineers Loc. 39 Annuity PY 2022 · Money Purchase
Stationary Engineers Local 39 Annuity Trust Fund · $249M · 6,023 · 96th
- PART $249M
- PART 6,023
- PART 96th
- PART Money Purchase
- PART near Local Union 400 IBEW Joint Annuity Plan
- PART ind #4850
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 Administrative & Support Services retirement plans → · Plans in California →
Stationary Engineers Local 39 Annuity Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $288M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | -$39M |
| 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)
Sponsor-wide plan assets over time
All Bd. of Trust. of Stationary Engineers Loc. 39 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $315M 26.527239212908626% vs 2022
- 2024 filing year
| 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. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Scale composition for Stationary Engineers Local 39 Annuity Trust Fund
Stationary Engineers Local 39 Annuity Trust Fund reports $249M in end-of-year assets across 6,023 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $41,318 per participant (30% of the national average assets-per-participant) . Net income for plan year 2022 was -$39M.
This plan identity (EIN 942787714, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $249M to $315M (+26.5%) while covered participants moved from 6,023 to 6,444 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,023 | $249M | This page |
| 2023 | 6,157 | $282M | Open filing |
| 2024 · index core | 6,444 | $315M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stationary Engineers Local 39 Annuity Trust Fund (Money Purchase, $315M, 6,444 participants)
Stationary Engineers Local 39 Annuity Trust Fund's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Local Union 400 IBEW Joint Annuity Plan in NJ ($250M); by covered participants it is The Children's Mercy Hospital Retirement Plan in MO (5,977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,023 participants); asset peers above are excluded.
- The Children's Mercy Hospital Retirement Plan (MO) 5,977 · 46 off
- Local 338 Annuity Fund (NY) 5,950 · 73 off
- Florida Ubc Supplemental Pension Plan (TN) 5,942 · 81 off
- Alaska Carpenters Defined Contribution Trust Fund (WA) 6,147 · 124 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.