Other · DOL Form 5500 · 2023
Board of Trustees Operating Engineers Local 520 Retirement Plan
Data updated 2026-08-25
- $238M
- Total assets Near avg plan size
- 2,707
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $87,879
- Avg per participant Below avg balance/head
Official DOL plan name: Operating Engineers Local 520 Annuity Plan · Sponsored by Board of Trustees Operating Engineers Local 520 · Illinois · Construction
$238M in assets, 2,707 participants
Board of Trustees Operating Engineers Local 520's Operating Engineers Local 520 Annuity Plan reported $238M in total assets and 2,707 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,539 in Construction (9,030 peers)
Coverage in Illinois
Operating Engineers Local 520 Annuity Plan covers 2,707 participants in Illinois, 3.5x the typical Illinois plan (state average ~779 per filing). Assets: $238M.
- #8,539
- in Construction (9,030 peers)
- +15.5%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Operating Engineers Local 520 Annuity Plan's outsized position by total assets
Operating Engineers Local 520 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$237,888,910 Top 5% higher than 95% 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 520 Annuity 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 520 Annuity Plan lands in the large band (2,707 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local 520 Annuity Plan reported net income rose from -$35M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Operating Engineers Local 520 Annuity Plan end-of-year assets rose from $206M in the plan year 2022 filing to $238M in the plan year 2023 filing.
- Operating Engineers Local 520 Annuity Plan reported participants rose from 2,609 in the plan year 2022 filing to 2,707 in the plan year 2023 filing.
DOL schedule card
Filing strip 371328217 · Board of Trustees Operating Engineers Local 520 PY 2023 · Other
Operating Engineers Local 520 Annuity Plan · $238M · 2,707 · 95th
- BOY $238M
- SCH 2,707
- EBSA 95th
- PART Other
- TYPE near Public Broadcasting Service Defined Contribution Retirement Plan
- NET ind #8539
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 Illinois →
Operating Engineers Local 520 Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $206M |
|---|---|
| Net Assets (End of Year) | $238M |
| Net Income | $32M |
| Employer EIN | 371328217 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 520)
Sponsor-wide plan assets over time
All Board of Trustees Operating Engineers Local 520 plans reported in each filing year
- Latest sponsor-wide plan assets
- $269M 30.529403356431033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,609 | $206M |
| 2023 | 1 | 2,707 | $238M |
| 2024 | 1 | 2,930 | $269M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Operating Engineers Local 520 Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Public Broadcasting Service Defined Contribution Retirement Plan in VA ($238M); by covered participants it is Northeast Health System 403(b) Retirement Plan in MA (2,707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($238M here).
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) $238M · 585
- IBEW Local No. 86 Annuity Fund (NY) $238M · 1,039
- Ohio Northern University Defined Contribution Retirement Plan (OH) $238M · 509
- Brookings Savings and Retirement Plan (DC) $237M · 479
Similar participant headcount
Nearest other-state filings by covered participants (2,707 participants); asset peers above are excluded.
- Northeast Health System 403(b) Retirement Plan (MA) 2,707 · 0 off
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) 2,702 · 5 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,713 · 6 off
- Saint Joseph's University Retirement Plan (PA) 2,715 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.