Defined Benefit (Pension) · DOL Form 5500 · 2023

Bot of Iuoe Stationary Engineers Local 39 Pension Plan Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
5,142
Participants Above avg headcount
99th
Percentile by assets National rank
$348,488
Avg per participant High balance/head
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Official DOL plan name: Iuoe Stationary Engineers Local 39 Pension Plan · Sponsored by Bot of Iuoe Stationary Engineers Local 39 Pension Plan · California · Administrative & Support Services

$1.8B in assets, 5,142 participants

Bot of Iuoe Stationary Engineers Local 39 Pension Plan's Iuoe Stationary Engineers Local 39 Pension Plan reported $1.8B in total assets and 5,142 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #4,364 in Administrative & Support Services (4,372 peers)

Coverage in California

Iuoe Stationary Engineers Local 39 Pension Plan covers 5,142 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $1.8B.

#4,364
in Administrative & Support Services (4,372 peers)
+11.6%
assets growth YoY
18×
vs typical plan assets (national mean)

Iuoe Stationary Engineers Local 39 Pension Plan's outsized position by total assets

Iuoe Stationary Engineers Local 39 Pension Plan vs every filed plan by assets

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

$1,791,924,041 Top 1% higher than 99% 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

Iuoe Stationary Engineers Local 39 Pension Plan'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. Iuoe Stationary Engineers Local 39 Pension Plan lands in the large band (5,142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iuoe Stationary Engineers Local 39 Pension Plan reported net income rose from -$234M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Iuoe Stationary Engineers Local 39 Pension Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
  • Iuoe Stationary Engineers Local 39 Pension Plan reported participants rose from 4,962 in the plan year 2022 filing to 5,142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946118939 · Bot of Iuoe Stationary Engineers Local 39 Pension Plan PY 2023 · Defined Benefit (Pension)

Iuoe Stationary Engineers Local 39 Pension Plan · $1.8B · 5,142 · 99th

  • 5500 $1.8B
  • ASSETS 5,142
  • PCT 99th
  • EIN Defined Benefit (Pension)
  • RANK near Equitable Retirement Plan
  • PHOTO ind #4364

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 →

Iuoe Stationary Engineers Local 39 Pension Plan in the asset neighbourhood

United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement PlanUnited Parcel Service, Inc. …$1.8BIuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Lo…$1.8BEquitable Retirement Plan$1.8BKpmg Partner Pension Plan$1.8BRockwell Automation Pension PlanRockwell Automation Pension …$1.8B
End-of-year total assets ($B) among Iuoe Stationary Engineers Local 39 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.8B
Net Income$171M
Employer EIN946118939
Plan Effective Date1955-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot of Iuoe Stationary Engineers Local 39 Pension Plan)

Sponsor-wide plan assets over time

All Bot of Iuoe Stationary Engineers Local 39 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 22.017956062610857% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.61B $1.96B ▲ +21.7%
Year Plans Participants Total Assets
2022 1 4,962 $1.6B
2023 1 5,142 $1.8B
2024 1 5,166 $2.0B

Nearby Defined Benefit (Pension) Plans in California

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

Iuoe Stationary Engineers Local 39 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 010203040 Total assets ($B) Participants Iuoe Stationary Engineers Local 39 Pension Plan, Total assets ($B): 1.791924041 · Participants: 5142Iuoe Stationary Engineers Local 39 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Iuoe Stationary Engineers Local 39 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Iuoe Stationary Engineers Local 39 Pension Plan side-by-side with 3 peers →

Scale composition for Iuoe Stationary Engineers Local 39 Pension Plan

Iuoe Stationary Engineers Local 39 Pension Plan reports $1.8B in end-of-year assets across 5,142 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $348,488 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $171M.

This plan identity (EIN 946118939, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.0B (+22.0%) while covered participants moved from 4,962 to 5,166 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,962 $1.6B Open filing
2023 5,142 $1.8B This page
2024 · index core 5,166 $2.0B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Iuoe Stationary Engineers Local 39 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Equitable Retirement Plan in NY ($1.8B); by covered participants it is Novo Nordisk Inc. Money Purchase Plan in NJ (5,135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,142 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 Iuoe Stationary Engineers Local 39 Pension Plan assets move in 2023? ▼
Iuoe Stationary Engineers Local 39 Pension Plan grew at a solid clip - up 11.6% during 2023, from $1.6B to $1.8B. Reported net income was $171M.
How have Bot of Iuoe Stationary Engineers Local 39 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bot of Iuoe Stationary Engineers Local 39 Pension Plan's sponsor-wide assets grew 22.0%, from $1.6B to $2.0B.
Where does Iuoe Stationary Engineers Local 39 Pension Plan rank by assets among Form 5500 filers? ▼
Iuoe Stationary Engineers Local 39 Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Iuoe Stationary Engineers Local 39 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Equitable Retirement Plan in NY ($1.8B, 2,527 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iuoe Stationary Engineers Local 39 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Novo Nordisk Inc. Money Purchase Plan in NJ (5,135 participants, $1.0B 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 946118939.

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.