Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 8,519
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $32,573
- Avg per participant Low balance/head
Official DOL plan name: Annuity Fund of Operating Engineers Local 513 · Sponsored by Board of Trustees of Annuity Fund of Operating Engineers Local 513 · Missouri · Other Services
$277M in assets, 8,519 participants
Board of Trustees of Annuity Fund of Operating Engineers Local 513's Annuity Fund of Operating Engineers Local 513 reported $277M in total assets and 8,519 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,325 in Other Services (8,398 peers)
Coverage in Missouri
Annuity Fund of Operating Engineers Local 513 covers 8,519 participants in Missouri, 12x the typical Missouri plan (state average ~737 per filing). Assets: $277M.
- #8,325
- in Other Services (8,398 peers)
- +5.1%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Annuity Fund of Operating Engineers Local 513's outsized position by total assets
Annuity Fund of Operating Engineers Local 513 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$277,485,756 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annuity Fund of Operating Engineers Local 513'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. Annuity Fund of Operating Engineers Local 513 lands in the large band (8,519 participants).
EBSA filing schedule strip
Filing strip 431712261 · Board of Trustees of Annuity Fund of Operating Engineers Local 513 PY 2022 · Profit Sharing
Annuity Fund of Operating Engineers Local 513 · $277M · 8,519 · 97th
- RANK $277M
- RANK 8,519
- RANK 97th
- RANK Profit Sharing
- RANK near Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18
- RANK ind #8325
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 Other Services retirement plans → · Plans in Missouri →
Annuity Fund of Operating Engineers Local 513 in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $264M |
|---|---|
| Net Assets (End of Year) | $276M |
| Net Income | $12M |
| Employer EIN | 431712261 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Annuity Fund of Operating Engineers Local 513)
Sponsor-wide plan assets over time
All Board of Trustees of Annuity Fund of Operating Engineers Local 513 plans reported in each filing year
- Latest sponsor-wide plan assets
- $323M 16.463177302693694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,519 | $277M |
| 2023 | 1 | 8,814 | $298M |
| 2024 | 1 | 9,100 | $323M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Scale composition for Annuity Fund of Operating Engineers Local 513
Annuity Fund of Operating Engineers Local 513 reports $277M in end-of-year assets across 8,519 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $32,573 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was $12M.
This plan identity (EIN 431712261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $277M to $323M (+16.5%) while covered participants moved from 8,519 to 9,100 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,519 | $277M | This page |
| 2023 | 8,814 | $298M | Open filing |
| 2024 · index core | 9,100 | $323M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Annuity Fund of Operating Engineers Local 513 (Profit Sharing, $323M, 9,100 participants)
Annuity Fund of Operating Engineers Local 513's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 in WI ($279M); by covered participants it is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 (WI) $279M · 1,579
- SEIU 775 Secure Retirement Plan (WA) $284M · 73,362
- Arch. Ironworkers Local 63 DC Pension Trust (IL) $285M · 1,993
- The Wgbh Educational Foundation Retirement Plan (MA) $287M · 1,138
Similar participant headcount
Nearest other-state filings by covered participants (8,519 participants); asset peers above are excluded.
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan (NJ) 8,556 · 37 off
- I.U.O.E. Local #132 Annuity & Savings Fund (WV) 8,453 · 66 off
- National Roofing Industry Supplemental Pension Plan (MN) 8,591 · 72 off
- Ohio Carpenters' Annuity Plan (MI) 8,330 · 189 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.