Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of Iuoe Stationary Engineers Local 39 Pension Plan Pension Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 4,962
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $323,712
- Avg per participant High balance/head
Official DOL plan name: Iuoe Stationary Engineers Local 39 Pension Plan · Sponsored by Bot of Iuoe Stationary Engineers Local 39 Pension Plan · California · Administrative & Support Services
$1.6B in assets, 4,962 participants
Bot of Iuoe Stationary Engineers Local 39 Pension Plan's Iuoe Stationary Engineers Local 39 Pension Plan reported $1.6B in total assets and 4,962 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #4,921 in Administrative & Support Services (4,927 peers)
Coverage in California
Iuoe Stationary Engineers Local 39 Pension Plan covers 4,962 participants in California, 7.9x the typical California plan (state average ~630 per filing). Assets: $1.6B.
- #4,921
- in Administrative & Support Services (4,927 peers)
- -12.7%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $234M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iuoe Stationary Engineers Local 39 Pension Plan's outsized position by total assets
Iuoe Stationary Engineers Local 39 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,606,256,707 Top 1% higher than 99% 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
Iuoe Stationary Engineers Local 39 Pension 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. Iuoe Stationary Engineers Local 39 Pension Plan lands in the large band (4,962 participants).
Plan-year Form 5500 strip
Filing strip 946118939 · Bot of Iuoe Stationary Engineers Local 39 Pension Plan PY 2022 · Defined Benefit (Pension)
Iuoe Stationary Engineers Local 39 Pension Plan · $1.6B · 4,962 · 99th
- ASSETS $1.6B
- PCT 4,962
- EIN 99th
- RANK Defined Benefit (Pension)
- PHOTO near United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan
- IND ind #4921
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 →
Iuoe Stationary Engineers Local 39 Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$234M |
| Employer EIN | 946118939 |
| Plan Effective Date | 1955-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bot of Iuoe Stationary Engineers Local 39 Pension Plan)
Sponsor-wide plan assets over time
All Bot of Iuoe Stationary Engineers Local 39 Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 22.017956062610857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,962 | $1.6B |
| 2023 | 1 | 5,142 | $1.8B |
| 2024 | 1 | 5,166 | $2.0B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Iuoe Stationary Engineers Local 39 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan in GA ($1.6B); by covered participants it is Luxottica Group Pension Plan in OH (4,950 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (GA) $1.6B · 4,855
- Koch Industries Employees' Pension Plan (KS) $1.6B · 6,466
- Automatic Data Processing Inc Pension Retirement Plan (NJ) $1.6B · 11,269
- Xpo Logistics Pension Plan (OR) $1.6B · 5,364
Similar participant headcount
Nearest other-state filings by covered participants (4,962 participants); asset peers above are excluded.
- Luxottica Group Pension Plan (OH) 4,950 · 12 off
- The National Football League Club Employees Pension Plan (MD) 4,995 · 33 off
- The Kroger Consolidated Retirement Benefit Plan Spin Off (OH) 4,998 · 36 off
- Kraft Heinz Retirement Plan (PA) 4,924 · 38 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.