Profit Sharing · DOL Form 5500 · 2023
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl Profit Sharing Plan
Data updated 2026-08-11
- $530M
- Total assets
- 9,386
- Participants
- 98th
- Percentile by assets
- $56,456
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $530M
- total plan assets (2023 EOY)
- 9,386
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $56,456
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reports 9,386 participants - 11x that state average ($530M EOY assets).
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)
| 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.
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware by total assets, not by location.
- 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
Frequently Asked Questions
How did International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware assets move in 2023? ▼
How have International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl plan assets changed over time? ▼
Where does International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware? ▼
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Filing takeaways
Ways to act on International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware's numbers.
- By total assets, International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Construction plans