Money Purchase · DOL Form 5500 · 2022
Board of Trustees, Operating Engineers Local 12 Money Purchase Plan
Data updated 2026-08-06
- $253M
- Total assets
- 17,948
- Participants
- 96th
- Percentile by assets
- $14,111
- Avg per participant
Official DOL plan name: Operating Engineers Local 12 Defined Contribution Trust · Sponsored by Board of Trustees, Operating Engineers Local 12 · California · Construction
$253M in assets, 17,948 participants
Board of Trustees, Operating Engineers Local 12's Operating Engineers Local 12 Defined Contribution Trust reported $253M in total assets and 17,948 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #9,517 in Construction (9,938 peers)
Coverage in California
Operating Engineers Local 12 Defined Contribution Trust covers 17,948 participants in California, 28x the typical California plan (state average ~637 per filing). Assets: $253M.
- $253M
- total plan assets (2022 EOY)
- 17,948
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $14,111
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Operating Engineers Local 12 Defined Contribution Trust reports 17,948 participants - 28x that state average ($253M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $253M |
| Net Income | $89M |
| Employer EIN | 830984282 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Operating Engineers Local 12)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,948 | $253M |
| 2023 | 1 | 19,566 | $376M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Operating Engineers Local 12 Defined Contribution Trust vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Operating Engineers Local 12 Defined Contribution Trust by total assets, not by location.
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) $254M · 3,075
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) $252M · 3,047
- Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund (NY) $250M · 1,488
- Local Union 400 IBEW Joint Annuity Plan (NJ) $250M · 677
Frequently Asked Questions
How did Operating Engineers Local 12 Defined Contribution Trust assets move in 2022? ▼
How have Board of Trustees, Operating Engineers Local 12 plan assets changed over time? ▼
Where does Operating Engineers Local 12 Defined Contribution Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Operating Engineers Local 12 Defined Contribution Trust? ▼
Next read for Operating Engineers Local 12 Defined Con…
Filing takeaways
Ways to act on Operating Engineers Local 12 Defined Contribution Trust's numbers.
- By total assets, Operating Engineers Local 12 Defined Contribution Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Operating Engineers Local 12's sponsor-wide assets have grown 48.4% since 2022 across 2 plan years on file. More Construction plans