401(k) · DOL Form 5500 · 2023

Board of Trustees Operating Engineers Local 77 Individual Account Plan 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
2,958
Participants Above avg headcount
85th
Percentile by assets National rank
$15,652
Avg per participant Low balance/head
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Official DOL plan name: Operating Engineers Local 77 Individual Account Plan · Sponsored by Board of Trustees Operating Engineers Local 77 Individual Account Plan · Maryland · Construction

$46M in assets, 2,958 participants

Board of Trustees Operating Engineers Local 77 Individual Account Plan's Operating Engineers Local 77 Individual Account Plan reported $46M in total assets and 2,958 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,454 in Construction (9,030 peers)

Coverage in Maryland

Operating Engineers Local 77 Individual Account Plan covers 2,958 participants in Maryland, 3.2x the typical Maryland plan (state average ~929 per filing). Assets: $46M.

#7,454
in Construction (9,030 peers)
+16.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Operating Engineers Local 77 Individual Account Plan's outsized position by total assets

Operating Engineers Local 77 Individual Account Plan vs every filed plan by assets

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

$46,298,859 Top 15% higher than 85% 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 77 Individual Account 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. Operating Engineers Local 77 Individual Account Plan lands in the large band (2,958 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Operating Engineers Local 77 Individual Account Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Operating Engineers Local 77 Individual Account Plan reported participants fell from 3,908 in the plan year 2022 filing to 2,958 in the plan year 2023 filing.
  • Operating Engineers Local 77 Individual Account Plan end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522241121 · Board of Trustees Operating Engineers Local 77 Individual Account Plan PY 2023 · 401(k)

Operating Engineers Local 77 Individual Account Plan · $46M · 2,958 · 85th

  • SCH $46M
  • SCH 2,958
  • SCH 85th
  • SCH 401(k)
  • SCH near Airswift Technical Services 401(k) Ps Plan & Trust
  • SCH ind #7454

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 77 Individual Account Plan in the asset neighbourhood

Armstrong Bank 401(k) Profit Sharing PlanArmstrong Bank 401(k) Profit…$46MOperating Engineers Local 77 Individual Account PlanOperating Engineers Local 77…$46MAirswift Technical Services 401(k) Ps Plan & TrustAirswift Technical Services …$46MBerry Contracting, Inc. Employee Profit Sharing Plan & TrustBerry Contracting, Inc. Empl…$46MThe National Football League Capital Accumulation PlanThe National Football League…$46M
End-of-year total assets ($M) among Operating Engineers Local 77 Individual Account Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN522241121
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Operating Engineers Local 77 Individual Account Plan)

Sponsor-wide plan assets over time

All Board of Trustees Operating Engineers Local 77 Individual Account Plan plans reported in each filing year

Latest sponsor-wide plan assets
$52M 29.534179731803555% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.9M $51.7M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 3,908 $40M
2023 1 2,958 $46M
2024 1 5,085 $52M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Operating Engineers Local 77 Individual Account Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Operating Engineers Local 77 Individual Account Plan, Total assets ($B): 0.046298859 · Participants: 2958Operating Engineers Local 77 Individual Account PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Operating Engineers Local 77 Individual Account Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Operating Engineers Local 77 Individual Account Plan side-by-side with 3 peers →

Operating Engineers Local 77 Individual Account Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Airswift Technical Services 401(k) Ps Plan & Trust in TX ($46M); by covered participants it is Dutch Bros 401(k) Plan in OR (2,958 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,958 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 77 Individual Account Plan assets move in 2023? ▼
Operating Engineers Local 77 Individual Account Plan grew sharply - up 16.0% during 2023, from $40M to $46M. Reported net income was $6M.
How have Board of Trustees Operating Engineers Local 77 Individual Account Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Operating Engineers Local 77 Individual Account Plan's sponsor-wide assets grew 29.5%, from $40M to $52M.
Where does Operating Engineers Local 77 Individual Account Plan rank by assets among Form 5500 filers? ▼
Operating Engineers Local 77 Individual Account Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Operating Engineers Local 77 Individual Account Plan? ▼
Among 401(k) plans in other states, the closest by assets is Airswift Technical Services 401(k) Ps Plan & Trust in TX ($46M, 498 participants).
Which 401(k) plans cover a similar participant headcount to Operating Engineers Local 77 Individual Account Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dutch Bros 401(k) Plan in OR (2,958 participants, $21M 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 522241121.

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.