Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Operating Engineers Local 649 Annuity Trust Fund Profit Sharing Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,150
Participants Near avg headcount
93rd
Percentile by assets National rank
$90,085
Avg per participant Below avg balance/head
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Official DOL plan name: Operating Engineers Local 649 Annuity Trust Fund · Sponsored by Board of Trustees Operating Engineers Local 649 Annuity Trust Fund · Illinois · Construction

$104M in assets, 1,150 participants

Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's Operating Engineers Local 649 Annuity Trust Fund reported $104M in total assets and 1,150 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,102 in Construction (9,927 peers)

Where Operating Engineers Local 649 Annuity Trust Fund sits by assets

Operating Engineers Local 649 Annuity Trust Fund sits in the top 10% of all filed plans by assets, $104M for 1,150 participants (~$90,085/participant), up 5.5% in 2022.

#9,102
in Construction (9,927 peers)
+5.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Operating Engineers Local 649 Annuity Trust Fund's outsized position by total assets

Operating Engineers Local 649 Annuity Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$103,597,207 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Operating Engineers Local 649 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. Operating Engineers Local 649 Annuity Trust Fund lands in the large band (1,150 participants).

DOL schedule card

Filing strip 371291915 · Board of Trustees Operating Engineers Local 649 Annuity Trust Fund PY 2022 · Profit Sharing

Operating Engineers Local 649 Annuity Trust Fund · $104M · 1,150 · 93rd

  • ASSETS $104M
  • PCT 1,150
  • EIN 93rd
  • RANK Profit Sharing
  • PHOTO near Duquesne Family Office LLC Profit Sharing Plan
  • IND ind #9102

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 →

Operating Engineers Local 649 Annuity Trust Fund in the asset neighbourhood

Pmta/Ila - Defined Contribution Pension PlanPmta/Ila - Defined Contribut…$105MOperating Engineers Local 649 Annuity Trust FundOperating Engineers Local 64…$104MDuquesne Family Office LLC Profit Sharing PlanDuquesne Family Office LLC P…$103MCahill Gordon & Reindel LLP Defined Contribution Plan for PartnersCahill Gordon & Reindel LLP …$103MDolese Bros. Co. Profit Sharing PlanDolese Bros. Co. Profit Shar…$103M
End-of-year total assets ($M) among Operating Engineers Local 649 Annuity Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$103M
Net Income$6M
Employer EIN371291915
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Operating Engineers Local 649 Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees Operating Engineers Local 649 Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$123M 18.86692563053365% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $104M $123M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 1,150 $104M
2023 1 1,214 $113M
2024 1 1,225 $123M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Operating Engineers Local 649 Annuity Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Operating Engineers Local 649 Annuity Trust Fund, Total assets ($B): 0.103597207 · Participants: 1150Operating Engineers Local 649 Annuity Trust FundW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Operating Engineers Local 649 Annuity Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Operating Engineers Local 649 Annuity Trust Fund side-by-side with 3 peers →

Operating Engineers Local 649 Annuity Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Duquesne Family Office LLC Profit Sharing Plan in PA ($103M); by covered participants it is Operating Engineers Local 112 Defined Contribution Pension Plan in IN (1,151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Operating Engineers Local 649 Annuity Trust Fund assets move in 2022? ▼
Operating Engineers Local 649 Annuity Trust Fund grew at a solid clip - up 5.5% during 2022, from $98M to $104M. Reported net income was $6M.
How have Board of Trustees Operating Engineers Local 649 Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's sponsor-wide assets grew 18.9%, from $104M to $123M.
Where does Operating Engineers Local 649 Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local 649 Annuity Trust Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Operating Engineers Local 649 Annuity Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Duquesne Family Office LLC Profit Sharing Plan in PA ($103M, 43 participants).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 649 Annuity Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Operating Engineers Local 112 Defined Contribution Pension Plan in IN (1,151 participants, $54M in assets).

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 371291915.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.