Profit Sharing · DOL Form 5500 · 2023
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl Profit Sharing Plan
Data updated 2026-08-25
- $530M
- Total assets Above avg plan size
- 9,386
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $56,456
- Avg per participant Low balance/head
Official DOL plan name: International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware · Sponsored by International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl · Pennsylvania · Construction
$530M in assets, 9,386 participants
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl's International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported $530M in total assets and 9,386 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,786 in Construction (9,030 peers)
Coverage in Pennsylvania
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware covers 9,386 participants in Pennsylvania, 11x the typical Pennsylvania plan (state average ~822 per filing). Assets: $530M.
- #8,786
- in Construction (9,030 peers)
- +11.2%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware's outsized position by total assets
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$529,895,564 Top 2% higher than 98% 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
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware'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 Joint Annuity Fund of Eastern Pennsylvania and Delaware lands in the large band (9,386 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported net income rose from -$62M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware end-of-year assets rose from $477M in the plan year 2022 filing to $530M in the plan year 2023 filing.
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported participants fell from 9,443 in the plan year 2022 filing to 9,386 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232352166 · International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl PY 2023 · Profit Sharing
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware · $530M · 9,386 · 98th
- RANK $530M
- PHOTO 9,386
- IND 98th
- EOY Profit Sharing
- 5500 near Kpmg Partner Retirement Savings Plan
- ASSETS ind #8786
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 Pennsylvania →
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $477M |
|---|---|
| Net Assets (End of Year) | $529M |
| Net Income | $53M |
| Employer EIN | 232352166 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl)
Sponsor-wide plan assets over time
All International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl plans reported in each filing year
- Latest sponsor-wide plan assets
- $562M 18.005398154320396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,443 | $477M |
| 2023 | 1 | 9,386 | $530M |
| 2024 | 1 | 9,614 | $562M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Scale composition for International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reports $530M in end-of-year assets across 9,386 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $56,456 per participant (41% of the national average assets-per-participant) . Net income for plan year 2023 was $53M.
This plan identity (EIN 232352166, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $477M to $562M (+18.0%) while covered participants moved from 9,443 to 9,614 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,443 | $477M | Open filing |
| 2023 | 9,386 | $530M | This page |
| 2024 · index core | 9,614 | $562M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware (Profit Sharing, $562M, 9,614 participants)
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Kpmg Partner Retirement Savings Plan in NJ ($529M); by covered participants it is Christiana Care Health Services, Inc. Defined Contribution Plan in DE (9,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($530M here).
- Kpmg Partner Retirement Savings Plan (NJ) $529M · 1,895
- College Entrance Examination Board Retirement Plan (NY) $541M · 811
- Care New England 403(b) Match & Savings Plan (RI) $516M · 7,471
- Cargill Employee Retirement Account Plan (MN) $511M · 19,870
Similar participant headcount
Nearest other-state filings by covered participants (9,386 participants); asset peers above are excluded.
- Christiana Care Health Services, Inc. Defined Contribution Plan (DE) 9,395 · 9 off
- Allina 403(b) Retirement Savings Plan (MN) 9,417 · 31 off
- Ohio Carpenters' Annuity Plan (MI) 9,314 · 72 off
- Shands Health Care Matched Savings Account 401(a) (FL) 9,825 · 439 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.