Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund Profit Sharing Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
9,501
Participants Very large workforce
96th
Percentile by assets National rank
$28,255
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Operating Engineers Local 66 Annuity and Savings Fund · Sponsored by Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund · Pennsylvania · Construction

$268M in assets, 9,501 participants

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's Operating Engineers Local 66 Annuity and Savings Fund reported $268M in total assets and 9,501 participants in its 2023 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.

  • #8,582 in Construction (9,030 peers)

Coverage in Pennsylvania

Operating Engineers Local 66 Annuity and Savings Fund covers 9,501 participants in Pennsylvania, 12x the typical Pennsylvania plan (state average ~822 per filing). Assets: $268M.

#8,582
in Construction (9,030 peers)
+9.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Operating Engineers Local 66 Annuity and Savings Fund's outsized position by total assets

Operating Engineers Local 66 Annuity and Savings Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$268,446,257 Top 4% higher than 96% of 127,068 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 2023

Operating Engineers Local 66 Annuity and Savings Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Operating Engineers Local 66 Annuity and Savings Fund lands in the large band (9,501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Operating Engineers Local 66 Annuity and Savings Fund reported net income rose from -$17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Operating Engineers Local 66 Annuity and Savings Fund end-of-year assets rose from $246M in the plan year 2022 filing to $268M in the plan year 2023 filing.
  • Operating Engineers Local 66 Annuity and Savings Fund reported participants fell from 9,879 in the plan year 2022 filing to 9,501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 256271522 · Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund PY 2023 · Profit Sharing

Operating Engineers Local 66 Annuity and Savings Fund · $268M · 9,501 · 96th

  • EOY $268M
  • 5500 9,501
  • ASSETS 96th
  • PCT Profit Sharing
  • EIN near I.B.E.W. Local Union 481 Defined Contribution Plan
  • RANK ind #8582

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 Pennsylvania →

Operating Engineers Local 66 Annuity and Savings Fund in the asset neighbourhood

Pipe Fitters Local No 533 Individual Account PlanPipe Fitters Local No 533 In…$274MHaynes and Boone Investment Directed Profit Sharing PlanHaynes and Boone Investment …$270MOperating Engineers Local 66 Annuity and Savings FundOperating Engineers Local 66…$268MI.B.E.W. Local Union 481 Defined Contribution PlanI.B.E.W. Local Union 481 Def…$268MBricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity FundBricklayers and Stone Masons…$267M
End-of-year total assets ($M) among Operating Engineers Local 66 Annuity and Savings Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$268M
Net Income$22M
Employer EIN256271522
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund)

Sponsor-wide plan assets over time

All Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plans reported in each filing year

Latest sponsor-wide plan assets
$290M 17.804164762837097% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $246M $290M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 9,879 $246M
2023 1 9,501 $268M
2024 1 8,936 $290M

Nearby Profit Sharing Plans in Pennsylvania

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

Operating Engineers Local 66 Annuity and Savings Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Operating Engineers Local 66 Annuity and Savings Fund, Total assets ($B): 0.268446257 · Participants: 9501Operating Engineers Local 66 Annuity and Savings FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Operating Engineers Local 66 Annuity and Savings Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Operating Engineers Local 66 Annuity and Savings Fund side-by-side with 3 peers →

Scale composition for Operating Engineers Local 66 Annuity and Savings Fund

Operating Engineers Local 66 Annuity and Savings Fund reports $268M in end-of-year assets across 9,501 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $28,255 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.

This plan identity (EIN 256271522, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $290M (+17.8%) while covered participants moved from 9,879 to 8,936 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,879 $246M Open filing
2023 9,501 $268M This page
2024 · index core 8,936 $290M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Operating Engineers Local 66 Annuity and Savings Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is I.B.E.W. Local Union 481 Defined Contribution Plan in IN ($268M); by covered participants it is Allina 403(b) Retirement Savings Plan in MN (9,417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,501 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Operating Engineers Local 66 Annuity and Savings Fund assets move in 2023? ▼
Operating Engineers Local 66 Annuity and Savings Fund grew at a solid clip - up 9.1% during 2023, from $246M to $268M. Reported net income was $22M.
How have Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's sponsor-wide assets grew 17.8%, from $246M to $290M.
Where does Operating Engineers Local 66 Annuity and Savings Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local 66 Annuity and Savings Fund ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Operating Engineers Local 66 Annuity and Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is I.B.E.W. Local Union 481 Defined Contribution Plan in IN ($268M, 2,820 participants).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 66 Annuity and Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Allina 403(b) Retirement Savings Plan in MN (9,417 participants, $906M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 256271522.

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.