Profit Sharing · DOL Form 5500 · 2022
Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan
Data updated 2026-08-11
- $277M
- Total assets
- 8,519
- Participants
- 97th
- Percentile by assets
- $32,573
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $277M
- total plan assets (2022 EOY)
- 8,519
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $32,573
- avg assets per participant
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Annuity Fund of Operating Engineers Local 513 reports 8,519 participants - 12x that state average ($277M EOY assets).
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)
| 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.
Annuity Fund of Operating Engineers Local 513 vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Fund of Operating Engineers Local 513 by total assets, not by location.
- 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
Frequently Asked Questions
How did Annuity Fund of Operating Engineers Local 513 assets move in 2022? ▼
How have Board of Trustees of Annuity Fund of Operating Engineers Local 513 plan assets changed over time? ▼
Where does Annuity Fund of Operating Engineers Local 513 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Fund of Operating Engineers Local 513? ▼
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Filing takeaways
Ways to act on Annuity Fund of Operating Engineers Local 513's numbers.
- By total assets, Annuity Fund of Operating Engineers Local 513 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Board of Trustees of Annuity Fund of Operating Engineers Local 513's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Other Services plans