Profit Sharing · DOL Form 5500 · 2022

Trustees -Operating Engineers Local 139 Defined Contribution Annuity F Profit Sharing Plan

Data updated 2026-08-11

$14M
Total assets
4,981
Participants
71st
Percentile by assets
$2,801
Avg per participant
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Official DOL plan name: Operating Engineers Local 139 Defined Contribution Annuity Fund · Sponsored by Trustees -Operating Engineers Local 139 Defined Contribution Annuity F · Wisconsin · Construction

$14M in assets, 4,981 participants

Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's Operating Engineers Local 139 Defined Contribution Annuity Fund reported $14M in total assets and 4,981 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 139,126 plans)
  • #7,041 in Construction (9,927 peers)

Coverage in Wisconsin

Operating Engineers Local 139 Defined Contribution Annuity Fund covers 4,981 participants in Wisconsin, 8.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $14M.

$14M
total plan assets (2022 EOY)
4,981
covered participants
71st
percentile by assets (of 139,126 plans)
$2,801
avg assets per participant
State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Operating Engineers Local 139 Defined Contribution Annuity Fund reports 4,981 participants - 8.8x that state average ($14M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$14M
Net Income$10M
Employer EIN866489984
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees -Operating Engineers Local 139 Defined Contribution Annuity F)

$0M$20M$40M$60M$80M 202220232024 $14M $59.7M ▲ +328.0%
Total plan assets by year, all Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans on file
Year Plans Participants Total Assets
2022 1 4,981 $14M
2023 1 6,242 $34M
2024 1 8,450 $60M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Operating Engineers …The Northwestern Mut…Electrical Workers L…Retirement Plan for …Union Individual Acc…Western Wisconsin El…
Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Operating Engineers Local 139 Defined Contribution Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Operating Engineers Local 139 Defined Contribution Annuity Fund assets move in 2022?
Operating Engineers Local 139 Defined Contribution Annuity Fund surged - up 259.0% during 2022, from $4M to $14M. Reported net income was $10M.
How have Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets grew 328.0%, from $14M to $60M.
Which Profit Sharing plans are similar in size to Operating Engineers Local 139 Defined Contribution Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is United Cerebral Palsy of Queens, Inc. Retirement Plan in NY ($14M, 325 participants).

Next read for Operating Engineers Local 139 Defined Co…

Filing takeaways

Ways to act on Operating Engineers Local 139 Defined Contribution Annuity Fund's numbers.

  • By total assets, Operating Engineers Local 139 Defined Contribution Annuity Fund ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
  • Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets have grown 328.0% since 2022 across 3 plan years on file. More Construction plans