Profit Sharing · DOL Form 5500 · 2023
Brd of Trustees Oe 37 S&a Fund Profit Sharing Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 3,928
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $20,571
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local No 37 Severance & Annuity Fund · Sponsored by Brd of Trustees Oe 37 S&a Fund · Maryland · Construction
$81M in assets, 3,928 participants
Brd of Trustees Oe 37 S&a Fund's Operating Engineers Local No 37 Severance & Annuity Fund reported $81M in total assets and 3,928 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,937 in Construction (9,030 peers)
Coverage in Maryland
Operating Engineers Local No 37 Severance & Annuity Fund covers 3,928 participants in Maryland, 4.2x the typical Maryland plan (state average ~929 per filing). Assets: $81M.
- #7,937
- in Construction (9,030 peers)
- +5.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Operating Engineers Local No 37 Severance & Annuity Fund's outsized position by total assets
Operating Engineers Local No 37 Severance & Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,802,618 Top 10% higher than 90% of 127,068 filed plans
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 Severance & Annuity 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 No 37 Severance & Annuity Fund lands in the large band (3,928 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local No 37 Severance & Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Operating Engineers Local No 37 Severance & Annuity Fund end-of-year assets rose from $76M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Operating Engineers Local No 37 Severance & Annuity Fund reported participants rose from 3,882 in the plan year 2022 filing to 3,928 in the plan year 2023 filing.
DOL schedule card
Filing strip 521215784 · Brd of Trustees Oe 37 S&a Fund PY 2023 · Profit Sharing
Operating Engineers Local No 37 Severance & Annuity Fund · $81M · 3,928 · 90th
- BOOK $81M
- BOOK 3,928
- BOOK 90th
- BOOK Profit Sharing
- BOOK near Painting Industry Profit Sharing Annuity Plan
- BOOK ind #7937
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 Severance & Annuity Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $4M |
| Employer EIN | 521215784 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brd of Trustees Oe 37 S&a Fund)
Sponsor-wide plan assets over time
All Brd of Trustees Oe 37 S&a Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 8.963420684271874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,882 | $76M |
| 2023 | 1 | 3,928 | $81M |
| 2024 | 1 | 3,978 | $83M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Operating Engineers Local No 37 Severance & Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Painting Industry Profit Sharing Annuity Plan in OH ($81M); by covered participants it is Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. in MO (3,940 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Painting Industry Profit Sharing Annuity Plan (OH) $81M · 2,321
- Claxton-Hepburn Medical Center 403b Retirement Plan (NY) $81M · 725
- Cic Defined Contribution Retirement Plan (WA) $82M · 1,560
- Roofers Local No. 96 Annuity Fund (MN) $82M · 1,073
Similar participant headcount
Nearest other-state filings by covered participants (3,928 participants); asset peers above are excluded.
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. (MO) 3,940 · 12 off
- Cpc-Cdpap Pension Plan & Trust (NY) 3,911 · 17 off
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,905 · 23 off
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan (TX) 3,885 · 43 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.