Defined Benefit (Pension) · DOL Form 5500 · 2023

Brd of Trustees Oe 37 Pension Fund Pension Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
745
Participants Near avg headcount
93rd
Percentile by assets National rank
$191,597
Avg per participant Above avg balance/head
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Official DOL plan name: Operating Engineers Local No 37 Pension Fund · Sponsored by Brd of Trustees Oe 37 Pension Fund · Maryland · Construction

$143M in assets, 745 participants

Brd of Trustees Oe 37 Pension Fund's Operating Engineers Local No 37 Pension Fund reported $143M in total assets and 745 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,285 in Construction (9,030 peers)

Where Operating Engineers Local No 37 Pension Fund sits by assets

Operating Engineers Local No 37 Pension Fund sits in the top 10% of all filed plans by assets, $143M for 745 participants (~$191,597/participant), up 8.6% in 2023.

#8,285
in Construction (9,030 peers)
+8.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Operating Engineers Local No 37 Pension Fund's outsized position by total assets

Operating Engineers Local No 37 Pension Fund vs every filed plan by assets

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

$142,740,067 Top 7% higher than 93% 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 No 37 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Operating Engineers Local No 37 Pension Fund sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Operating Engineers Local No 37 Pension Fund reported net income rose from -$18M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Operating Engineers Local No 37 Pension Fund end-of-year assets rose from $131M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Operating Engineers Local No 37 Pension Fund reported participants fell from 792 in the plan year 2022 filing to 745 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526128064 · Brd of Trustees Oe 37 Pension Fund PY 2023 · Defined Benefit (Pension)

Operating Engineers Local No 37 Pension Fund · $143M · 745 · 93rd

  • PCT $143M
  • EIN 745
  • RANK 93rd
  • PHOTO Defined Benefit (Pension)
  • IND near Northwest Permanente, P.C., Cash Balance Plan
  • EOY ind #8285

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 Maryland →

Operating Engineers Local No 37 Pension Fund in the asset neighbourhood

Semco Energy, Inc. Non-Union Employees' Retirement PlanSemco Energy, Inc. Non-Union…$143MNorthwest Permanente, P.C., Cash Balance PlanNorthwest Permanente, P.C., …$143MOperating Engineers Local No 37 Pension FundOperating Engineers Local No…$143MAm General Salaried Retirement PlanAm General Salaried Retireme…$143MSt. Lukes-Roosevelt Hospital Center Employees' Pension PlanSt. Lukes-Roosevelt Hospital…$143M
End-of-year total assets ($M) among Operating Engineers Local No 37 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$143M
Net Income$11M
Employer EIN526128064
Plan Effective Date1961-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Trustees Oe 37 Pension Fund)

Sponsor-wide plan assets over time

All Brd of Trustees Oe 37 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$154M 17.46004483397675% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $131M $154M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 792 $131M
2023 1 745 $143M
2024 1 787 $154M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Operating Engineers Local No 37 Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Operating Engineers Local No 37 Pension Fund, Total assets ($B): 0.142740067 · Participants: 745Operating Engineers Local No 37 Pension FundNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Operating Engineers Local No 37 Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Operating Engineers Local No 37 Pension Fund side-by-side with 3 peers →

Operating Engineers Local No 37 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Northwest Permanente, P.C., Cash Balance Plan in OR ($143M); by covered participants it is Molex Hourly Employees' Pension Plan in IL (744 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 No 37 Pension Fund assets move in 2023? ▼
Operating Engineers Local No 37 Pension Fund grew at a solid clip - up 8.6% during 2023, from $131M to $143M. Reported net income was $11M.
How have Brd of Trustees Oe 37 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brd of Trustees Oe 37 Pension Fund's sponsor-wide assets grew 17.5%, from $131M to $154M.
Where does Operating Engineers Local No 37 Pension Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local No 37 Pension Fund ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Operating Engineers Local No 37 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Permanente, P.C., Cash Balance Plan in OR ($143M, 1,118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Operating Engineers Local No 37 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Molex Hourly Employees' Pension Plan in IL (744 participants, $115M 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 526128064.

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.