Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Operating Engineers Local No. 147 Annuity Money Purchase Plan
Data updated 2026-08-06
- $47M
- Total assets
- 978
- Participants
- 87th
- Percentile by assets
- $47,989
- Avg per participant
Official DOL plan name: Operating Engineers Local No. 147 Annuity Fund · Sponsored by Board of Trustees - Operating Engineers Local No. 147 Annuity · Virginia · Construction
$47M in assets, 978 participants
Board of Trustees - Operating Engineers Local No. 147 Annuity's Operating Engineers Local No. 147 Annuity Fund reported $47M in total assets and 978 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,258 plans)
- #8,525 in Construction (9,938 peers)
Where Operating Engineers Local No. 147 Annuity Fund sits by assets
Operating Engineers Local No. 147 Annuity Fund sits in the top quartile of all filed plans by assets, $47M for 978 participants (~$47,989/participant), up 8.2% in 2022.
- $47M
- total plan assets (2022 EOY)
- 978
- covered participants
- 87th
- percentile by assets (of 139,258 plans)
- $47,989
- avg assets per participant
Operating Engineers Local No. 147 Annuity Fund vs the 2022 asset distribution
By assets, Operating Engineers Local No. 147 Annuity Fund outranks 87% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 660598785 |
| Plan Effective Date | 2001-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Operating Engineers Local No. 147 Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 978 | $47M |
| 2023 | 1 | 707 | $56M |
| 2024 | 1 | 2,421 | $65M |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Operating Engineers Local No. 147 Annuity Fund vs. nearby Money Purchase plans in Virginia, assets vs. participants
- The George Washington University Retirement Plan for Faculty and Staff $1.2B · 4,007
- Noblis, Inc. Qualified Retirement Plan $200M · 2,060
- Mid-Atlantic States District Council Participating Locals Annuity Fund $108M · 2,809
- American College of Radiology Employees' Pension Plan and Trust $85M · 547
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $47M · 806
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Operating Engineers Local No. 147 Annuity Fund by total assets, not by location.
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) $47M · 599
- Tootsie Roll Industries, LLC Employees Pension Plan (IL) $47M · 198
- South Texas College of Law Houston Defined Contribution Retirement Plan and Trust (TX) $47M · 140
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) $47M · 1,401
Frequently Asked Questions
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Ways to act on Operating Engineers Local No. 147 Annuity Fund's numbers.
- By total assets, Operating Engineers Local No. 147 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Virginia. Compare plans
- Board of Trustees - Operating Engineers Local No. 147 Annuity's sponsor-wide assets have grown 37.9% since 2022 across 3 plan years on file. More Construction plans