Money Purchase · DOL Form 5500 · 2023
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity Money Purchase Plan
Data updated 2026-08-11
- $282M
- Total assets
- 6,157
- Participants
- 96th
- Percentile by assets
- $45,729
- Avg per participant
Official DOL plan name: Stationary Engineers Local 39 Annuity Trust Fund · Sponsored by Bd. of Trust. of Stationary Engineers Loc. 39 Annuity · California · Administrative & Support Services
$282M in assets, 6,157 participants
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's Stationary Engineers Local 39 Annuity Trust Fund reported $282M in total assets and 6,157 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.
- 96th percentile by assets (of 127,072 plans)
- #4,288 in Administrative & Support Services (4,372 peers)
Coverage in California
Stationary Engineers Local 39 Annuity Trust Fund covers 6,157 participants in California, 9.8x the typical California plan (state average ~630 per filing). Assets: $282M.
- $282M
- total plan assets (2023 EOY)
- 6,157
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $45,729
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stationary Engineers Local 39 Annuity Trust Fund reported net income rose from -$39M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Stationary Engineers Local 39 Annuity Trust Fund end-of-year assets rose from $249M in the plan year 2022 filing to $282M in the plan year 2023 filing.
- Stationary Engineers Local 39 Annuity Trust Fund reported participants rose from 6,023 in the plan year 2022 filing to 6,157 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Stationary Engineers Local 39 Annuity Trust Fund reports 6,157 participants - 9.8x that state average ($282M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $282M |
| Net Income | $33M |
| Employer EIN | 942787714 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd. of Trust. of Stationary Engineers Loc. 39 Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,023 | $249M |
| 2023 | 1 | 6,157 | $282M |
| 2024 | 1 | 6,444 | $315M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Stationary Engineers Local 39 Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Scale composition for Stationary Engineers Local 39 Annuity Trust Fund
Stationary Engineers Local 39 Annuity Trust Fund reports $282M in end-of-year assets across 6,157 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $45,729 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.
This plan identity (EIN 942787714, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $249M to $315M (+26.5%) while covered participants moved from 6,023 to 6,444 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,023 | $249M | Open filing |
| 2023 | 6,157 | $282M | This page |
| 2024 · index core | 6,444 | $315M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Stationary Engineers Local 39 Annuity Trust Fund (Money Purchase, $315M, 6,444 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Stationary Engineers Local 39 Annuity Trust Fund by total assets, not by location.
- Kpmg Personal Account for Retirement Plan (NJ) $279M · 550
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) $287M · 2,179
- Samaritan Health Services Retirement Plan (OR) $289M · 5,389
- Local Union 400 IBEW Joint Annuity Plan (NJ) $273M · 669
Frequently Asked Questions
How did Stationary Engineers Local 39 Annuity Trust Fund assets move in 2023? ▼
How have Bd. of Trust. of Stationary Engineers Loc. 39 Annuity plan assets changed over time? ▼
Where does Stationary Engineers Local 39 Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Stationary Engineers Local 39 Annuity Trust Fund? ▼
Next read for Stationary Engineers Local 39 Annuity Tr…
Filing takeaways
Ways to act on Stationary Engineers Local 39 Annuity Trust Fund's numbers.
- By total assets, Stationary Engineers Local 39 Annuity Trust Fund 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
- Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans