Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund Profit Sharing Plan
Data updated 2026-08-11
- $104M
- Total assets
- 1,150
- Participants
- 93rd
- Percentile by assets
- $90,085
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $104M
- total plan assets (2022 EOY)
- 1,150
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $90,085
- avg assets per participant
Operating Engineers Local 649 Annuity Trust Fund vs the 2022 asset distribution
By assets, Operating Engineers Local 649 Annuity Trust Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $6M |
| Employer EIN | 371291915 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 649 Annuity Trust Fund)
| 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
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Operating Engineers Local 649 Annuity Trust Fund by total assets, not by location.
Frequently Asked Questions
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Ways to act on Operating Engineers Local 649 Annuity Trust Fund's numbers.
- By total assets, Operating Engineers Local 649 Annuity Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Construction plans