Defined Benefit (Pension) · DOL Form 5500 · 2022
Bot of Iuoe Stationary Engineers Local 39 Pension Plan Pension Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 4,962
- Participants
- 99th
- Percentile by assets
- $323,712
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.6B
- total plan assets (2022 EOY)
- 4,962
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $323,712
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Iuoe Stationary Engineers Local 39 Pension Plan reports 4,962 participants - 7.9x that state average ($1.6B EOY assets).
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)
| 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.
Iuoe Stationary Engineers Local 39 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Iuoe Stationary Engineers Local 39 Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Iuoe Stationary Engineers Local 39 Pension Plan's numbers.
- By total assets, Iuoe Stationary Engineers Local 39 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Bot of Iuoe Stationary Engineers Local 39 Pension Plan's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans