Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi Profit Sharing Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
4,960
Participants Above avg headcount
88th
Percentile by assets National rank
$13,510
Avg per participant Low balance/head
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Official DOL plan name: International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund · Sponsored by Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi · California · Administrative & Support Services

$67M in assets, 4,960 participants

Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi's International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund reported $67M in total assets and 4,960 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,126 in Administrative & Support Services (4,372 peers)

Coverage in California

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund covers 4,960 participants in California, 7.9x the typical California plan (state average ~630 per filing). Assets: $67M.

#4,126
in Administrative & Support Services (4,372 peers)
+36.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund's outsized position by total assets

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund vs every filed plan by assets

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

$67,011,938 Top 12% higher than 88% 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

International Union of Operating Engineers Local 501 Individual Account Plan 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. International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund lands in the large band (4,960 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund reported net income rose from $9M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund end-of-year assets rose from $49M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund reported participants rose from 4,435 in the plan year 2022 filing to 4,960 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 815319756 · Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi PY 2023 · Profit Sharing

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund · $67M · 4,960 · 88th

  • ASSETS $67M
  • ASSETS 4,960
  • ASSETS 88th
  • ASSETS Profit Sharing
  • ASSETS near Teamsters Local Union 500 - Severance Trust Fund
  • ASSETS ind #4126

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 →

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund in the asset neighbourhood

Upland Hills Health 403(b) Retirement PlanUpland Hills Health 403(b) R…$67MPlumbers & Steamfitters Local No. 300 Pension PlanPlumbers & Steamfitters Loca…$67MInternational Union of Operating Engineers Local 501 Individual Account Plan Trust FundInternational Union of Opera…$67MTeamsters Local Union 500 - Severance Trust FundTeamsters Local Union 500 - …$67MBaker & Taylor Retirement Savings PlanBaker & Taylor Retirement Sa…$67M
End-of-year total assets ($M) among International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$67M
Net Income$18M
Employer EIN815319756
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi)

Sponsor-wide plan assets over time

All Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi plans reported in each filing year

Latest sponsor-wide plan assets
$84M 70.46300584573986% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.1M $83.7M ▲ +70.4%
Year Plans Participants Total Assets
2022 1 4,435 $49M
2023 1 4,960 $67M
2024 1 5,355 $84M

Nearby Profit Sharing Plans in California

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

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -202468 Total assets ($B) Participants International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund, Total assets ($B): 0.067011938 · Participants: 4960International Union of Operating Engineers Local 501 Individual Account Plan Trust FundIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund vs. nearby Profit Sharing plans in California, assets vs. participants
Compare International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund side-by-side with 3 peers →

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Teamsters Local Union 500 - Severance Trust Fund in NJ ($67M); by covered participants it is International Union of Painters and Allied Trades District Council No. 21 Annuity Fund in PA (4,971 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,960 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 International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund assets move in 2023? ▼
International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund surged - up 36.5% during 2023, from $49M to $67M. Reported net income was $18M.
How have Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Int'l Union of Operating Engineers Local 501 Indi's sponsor-wide assets grew 70.5%, from $49M to $84M.
Where does International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Teamsters Local Union 500 - Severance Trust Fund in NJ ($67M, 1,154 participants).
Which Profit Sharing plans cover a similar participant headcount to International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Union of Painters and Allied Trades District Council No. 21 Annuity Fund in PA (4,971 participants, $200M 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 815319756.

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.