Money Purchase · DOL Form 5500 · 2022

Board of Trustees - Operating Engineers Local No. 147 Annuity Money Purchase Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
978
Participants Near avg headcount
87th
Percentile by assets National rank
$47,989
Avg per participant Low balance/head
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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.

  • #8,514 in Construction (9,927 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.

#8,514
in Construction (9,927 peers)
+8.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Operating Engineers Local No. 147 Annuity Fund's outsized position by total assets

Operating Engineers Local No. 147 Annuity Fund vs every filed plan by assets

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

$46,933,500 Top 13% higher than 87% 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 No. 147 Annuity Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Operating Engineers Local No. 147 Annuity Fund sits mid-pack in the medium band (978 participants).

DOL schedule card

Filing strip 660598785 · Board of Trustees - Operating Engineers Local No. 147 Annuity PY 2022 · Money Purchase

Operating Engineers Local No. 147 Annuity Fund · $47M · 978 · 87th

  • VS-ST $47M
  • BOY 978
  • SCH 87th
  • EBSA Money Purchase
  • PART near Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund
  • TYPE ind #8514

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 Virginia →

Operating Engineers Local No. 147 Annuity Fund in the asset neighbourhood

South Texas College of Law Houston Defined Contribution Retirement Plan and TrustSouth Texas College of Law H…$47MOperating Engineers Local No. 147 Annuity FundOperating Engineers Local No…$47MLocal 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension FundLocal 18 Int'l Assoc. of Hea…$47MTootsie Roll Industries, LLC Employees Pension PlanTootsie Roll Industries, LLC…$47MPlumbers & Steamfitters Union Local No. 10 Individual Account PlanPlumbers & Steamfitters Unio…$47M
End-of-year total assets ($M) among Operating Engineers Local No. 147 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN660598785
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Operating Engineers Local No. 147 Annuity)

Sponsor-wide plan assets over time

All Board of Trustees - Operating Engineers Local No. 147 Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$65M 37.89492366859493% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.9M $64.7M ▲ +37.9%
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 Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Operating Engineers Local No. 147 Annuity Fund, Total assets ($B): 0.0469335 · Participants: 978Operating Engineers Local No. 147 Annuity FundThe George Washington University Retirement Plan for Faculty and Staff, Total assets ($B): 1.154652832 · Participants: 4007The George Washington University Retirement Plan for Faculty and StaffNoblis, Inc. Qualified Retirement Plan, Total assets ($B): 0.200098819 · Participants: 2060Noblis, Inc. Qualified Retirement PlanMid-Atlantic States District Council Participating Locals Annuity Fund, Total assets ($B): 0.107767334 · Participants: 2809Mid-Atlantic States District Council Participating Locals Annuity FundAmerican College of Radiology Employees' Pension Plan and Trust, Total assets ($B): 0.085212358 · Participants: 547American College of Radiology Employees' Pension Plan and TrustPlumbers & Fitters Local No. 110 Annuity Trust Fund, Total assets ($B): 0.04708721 · Participants: 806Plumbers & Fitters Local No. 110 Annuity Trust Fund
Operating Engineers Local No. 147 Annuity Fund vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare Operating Engineers Local No. 147 Annuity Fund side-by-side with 3 peers →

Operating Engineers Local No. 147 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund in IN ($47M); by covered participants it is The Cleveland Glass & Glazing Industry Defined Contrib. Pension in OH (973 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (978 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 No. 147 Annuity Fund assets move in 2022? ▼
Operating Engineers Local No. 147 Annuity Fund grew at a solid clip - up 8.2% during 2022, from $43M to $47M. Reported net income was $4M.
How have Board of Trustees - Operating Engineers Local No. 147 Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Operating Engineers Local No. 147 Annuity's sponsor-wide assets grew 37.9%, from $47M to $65M.
Where does Operating Engineers Local No. 147 Annuity Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local No. 147 Annuity Fund ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Operating Engineers Local No. 147 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund in IN ($47M, 599 participants).
Which Money Purchase plans cover a similar participant headcount to Operating Engineers Local No. 147 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Cleveland Glass & Glazing Industry Defined Contrib. Pension in OH (973 participants, $56M 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 660598785.

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.