Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$14M
Total assets Small plan by assets
4,981
Participants Above avg headcount
71st
Percentile by assets National rank
$2,801
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,041
in Construction (9,927 peers)
+259.0%
assets growth YoY

Operating Engineers Local 139 Defined Contribution Annuity Fund's outsized position by total assets

Operating Engineers Local 139 Defined Contribution Annuity Fund vs every filed plan by assets

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

$13,952,191 Top 29% higher than 71% 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 139 Defined Contribution Annuity Fund'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. Operating Engineers Local 139 Defined Contribution Annuity Fund lands in the large band (4,981 participants).

Published 5500 schedule card

Filing strip 866489984 · Trustees -Operating Engineers Local 139 Defined Contribution Annuity F PY 2022 · Profit Sharing

Operating Engineers Local 139 Defined Contribution Annuity Fund · $14M · 4,981 · 71st

  • TYPE $14M
  • NET 4,981
  • BOOK 71st
  • VS-ST Profit Sharing
  • BOY near United Cerebral Palsy of Queens, Inc. Retirement Plan
  • SCH ind #7041

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 Wisconsin →

Operating Engineers Local 139 Defined Contribution Annuity Fund in the asset neighbourhood

Rwl Management, Inc. Employee's Profit Sharing PlanRwl Management, Inc. Employe…$14MOperating Engineers Local 139 Defined Contribution Annuity FundOperating Engineers Local 13…$14MUnited Cerebral Palsy of Queens, Inc. Retirement PlanUnited Cerebral Palsy of Que…$14MFirst Palmetto Bank Retirement PlanFirst Palmetto Bank Retireme…$14MWinslow Investments Limited, Inc. Profit Sharing PlanWinslow Investments Limited,…$14M
End-of-year total assets ($M) among Operating Engineers Local 139 Defined Contribution Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans reported in each filing year

Latest sponsor-wide plan assets
$60M 327.96426740430945% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $14M $59.7M ▲ +328.0%
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 Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Operating Engineers Local 139 Defined Contribution Annuity Fund, Total assets ($B): 0.013952191 · Participants: 4981Operating Engineers Local 139 Defined Contribution Annuity FundThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Operating Engineers Local 139 Defined Contribution Annuity Fund side-by-side with 3 peers →

Operating Engineers Local 139 Defined Contribution Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is United Cerebral Palsy of Queens, Inc. Retirement Plan in NY ($14M); by covered participants it is The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund in MA (5,008 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,981 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 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).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 139 Defined Contribution Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund in MA (5,008 participants, $573M 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 866489984.

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.