Defined Benefit (Pension) · DOL Form 5500 · 2022
Operating Engineers Local No. 825 Pension Fund Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 5,035
- Participants
- 99th
- Percentile by assets
- $206,177
- Avg per participant
Official DOL plan name: Operating Engineers Local No. 825 Pension Fund · Sponsored by Operating Engineers Local No. 825 Pension Fund · New Jersey · Construction
$1.0B in assets, 5,035 participants
Operating Engineers Local No. 825 Pension Fund's Operating Engineers Local No. 825 Pension Fund reported $1.0B in total assets and 5,035 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,823 in Construction (9,927 peers)
Coverage in New Jersey
Operating Engineers Local No. 825 Pension Fund covers 5,035 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 5,035
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $206,177
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Operating Engineers Local No. 825 Pension Fund reports 5,035 participants - 6.0x that state average ($1.0B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $989M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $50M |
| Employer EIN | 226033380 |
| Plan Effective Date | 1955-11-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Operating Engineers Local No. 825 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,035 | $1.0B |
| 2023 | 1 | 5,237 | $1.1B |
| 2024 | 1 | 5,422 | $1.2B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Operating Engineers Local No. 825 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Scale composition for Operating Engineers Local No. 825 Pension Fund
Operating Engineers Local No. 825 Pension Fund reports $1.0B in end-of-year assets across 5,035 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $206,177 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was $50M.
This plan identity (EIN 226033380, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.2B (+15.0%) while covered participants moved from 5,035 to 5,422 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,035 | $1.0B | This page |
| 2023 | 5,237 | $1.1B | Open filing |
| 2024 · index core | 5,422 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Operating Engineers Local No. 825 Pension Fund (Defined Benefit (Pension), $1.2B, 5,422 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Operating Engineers Local No. 825 Pension Fund by total assets, not by location.
- Exelon Pension Plan (IL) $1.0B · 3,661
- Chicago Painters and Decorators Pension Fund (IL) $1.0B · 2,202
- The Dun & Bradstreet Corporation Retirement Account (FL) $1.0B · 664
- Evergy, Inc. Retirement Plan (MO) $1.0B · 2,979
Frequently Asked Questions
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Filing takeaways
Ways to act on Operating Engineers Local No. 825 Pension Fund's numbers.
- By total assets, Operating Engineers Local No. 825 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Operating Engineers Local No. 825 Pension Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Construction plans