Money Purchase · DOL Form 5500 · 2023

Bd. of Trust. of Stationary Engineers Loc. 39 Annuity Money Purchase Plan

Data updated 2026-08-25

$282M
Total assets Near avg plan size
6,157
Participants Above avg headcount
96th
Percentile by assets National rank
$45,729
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,288
in Administrative & Support Services (4,372 peers)
+13.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Stationary Engineers Local 39 Annuity Trust Fund's outsized position by total assets

Stationary Engineers Local 39 Annuity Trust Fund vs every filed plan by assets

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

$281,550,995 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

Stationary Engineers Local 39 Annuity Trust 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. Stationary Engineers Local 39 Annuity Trust Fund lands in the large band (6,157 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942787714 · Bd. of Trust. of Stationary Engineers Loc. 39 Annuity PY 2023 · Money Purchase

Stationary Engineers Local 39 Annuity Trust Fund · $282M · 6,157 · 96th

  • EBSA $282M
  • EBSA 6,157
  • EBSA 96th
  • EBSA Money Purchase
  • EBSA near Kpmg Personal Account for Retirement Plan
  • EBSA ind #4288

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 Administrative & Support Services retirement plans → · Plans in California →

Stationary Engineers Local 39 Annuity Trust Fund in the asset neighbourhood

Samaritan Health Services Retirement PlanSamaritan Health Services Re…$289MPlumbers & Pipefitters Local 9 Surety PlanPlumbers & Pipefitters Local…$287MStationary Engineers Local 39 Annuity Trust FundStationary Engineers Local 3…$282MKpmg Personal Account for Retirement PlanKpmg Personal Account for Re…$279MLocal Union 400 IBEW Joint Annuity PlanLocal Union 400 IBEW Joint A…$273M
End-of-year total assets ($M) among Stationary Engineers Local 39 Annuity Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$249M
Net Assets (End of Year)$282M
Net Income$33M
Employer EIN942787714
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd. of Trust. of Stationary Engineers Loc. 39 Annuity)

Sponsor-wide plan assets over time

All Bd. of Trust. of Stationary Engineers Loc. 39 Annuity plans reported in each filing year

Latest sponsor-wide plan assets
$315M 26.527239212908626% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $249M $315M ▲ +26.5%
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 Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Stationary Engineers Local 39 Annuity Trust Fund, Total assets ($B): 0.281550995 · Participants: 6157Stationary Engineers Local 39 Annuity Trust FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Stationary Engineers Local 39 Annuity Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Stationary Engineers Local 39 Annuity Trust Fund side-by-side with 3 peers →

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's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Kpmg Personal Account for Retirement Plan in NJ ($279M); by covered participants it is Florida Ubc Supplemental Pension Plan in TN (6,111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($282M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,157 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 Stationary Engineers Local 39 Annuity Trust Fund assets move in 2023? ▼
Stationary Engineers Local 39 Annuity Trust Fund grew at a solid clip - up 13.1% during 2023, from $249M to $282M. Reported net income was $33M.
How have Bd. of Trust. of Stationary Engineers Loc. 39 Annuity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's sponsor-wide assets grew 26.5%, from $249M to $315M.
Where does Stationary Engineers Local 39 Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Stationary Engineers Local 39 Annuity Trust 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 Money Purchase plans are similar in size to Stationary Engineers Local 39 Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Kpmg Personal Account for Retirement Plan in NJ ($279M, 550 participants).
Which Money Purchase plans cover a similar participant headcount to Stationary Engineers Local 39 Annuity Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Florida Ubc Supplemental Pension Plan in TN (6,111 participants, $83M 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 942787714.

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.