Defined Benefit (Pension) · DOL Form 5500 · 2022
Operating Engineers Local No. 825 Pension Fund Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 5,035
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $206,177
- Avg per participant Above avg balance/head
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.
- #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.
- #9,823
- in Construction (9,927 peers)
- +4.9%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Operating Engineers Local No. 825 Pension Fund's outsized position by total assets
Operating Engineers Local No. 825 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,038,103,445 Top 1% higher than 99% of 139,123 filed plans
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 No. 825 Pension 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 No. 825 Pension Fund lands in the large band (5,035 participants).
DOL schedule card
Filing strip 226033380 · Operating Engineers Local No. 825 Pension Fund PY 2022 · Defined Benefit (Pension)
Operating Engineers Local No. 825 Pension Fund · $1.0B · 5,035 · 99th
- VS-ST $1.0B
- BOY 5,035
- SCH 99th
- EBSA Defined Benefit (Pension)
- PART near Exelon Pension Plan
- TYPE ind #9823
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 New Jersey →
Operating Engineers Local No. 825 Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Operating Engineers Local No. 825 Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 15.04755713434705% vs 2022
- 2024 filing year
| 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.
- 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)
Operating Engineers Local No. 825 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Exelon Pension Plan in IL ($1.0B); by covered participants it is Auto-Owners Insurance Company Retirement Income Plan in MI (5,024 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,035 participants); asset peers above are excluded.
- Auto-Owners Insurance Company Retirement Income Plan (MI) 5,024 · 11 off
- Promedica Health System, Inc. Cash Balance Retirement Plan (OH) 5,047 · 12 off
- Johnson Controls Pension Plan (WI) 5,023 · 12 off
- Retirement Plan for Employees of United Jewish (NY) 5,049 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.