Profit Sharing · DOL Form 5500 · 2023

Board of Trustees Opcmia Local 526 Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
539
Participants Below avg headcount
61st
Percentile by assets National rank
$20,266
Avg per participant Low balance/head
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Official DOL plan name: Opcmia Local 526 Annuity Plan · Sponsored by Board of Trustees Opcmia Local 526 Annuity Plan · Pennsylvania · Construction

$11M in assets, 539 participants

Board of Trustees Opcmia Local 526 Annuity Plan's Opcmia Local 526 Annuity Plan reported $11M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,315 in Construction (9,030 peers)

Board of Trustees Opcmia Local 526 Annuity Plan multi-year trail

Board of Trustees Opcmia Local 526 Annuity Plan's plans moved +39.5% in assets from 2022 to 2024; this filing shows Opcmia Local 526 Annuity Plan at $11M / 539 participants.

#5,315
in Construction (9,030 peers)
+29.0%
assets growth YoY

Opcmia Local 526 Annuity Plan's mid-pack asset rank among Construction and all filers

Opcmia Local 526 Annuity Plan vs every filed plan by assets

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

$10,923,557 Top 39% higher than 61% 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

Opcmia Local 526 Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opcmia Local 526 Annuity Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opcmia Local 526 Annuity Plan reported net income rose from -$442K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Opcmia Local 526 Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 256130880 · Board of Trustees Opcmia Local 526 Annuity Plan PY 2023 · Profit Sharing

Opcmia Local 526 Annuity Plan · $11M · 539 · 61st

  • RANK $11M
  • PHOTO 539
  • IND 61st
  • EOY Profit Sharing
  • 5500 near Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Cci Companies, Inc.
  • ASSETS ind #5315

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 →

Opcmia Local 526 Annuity Plan in the asset neighbourhood

Peabody Essex Museum 401(a) PlanPeabody Essex Museum 401(a) …$11MElectric Equipment & Engineering Co. Profit Sharing PlanElectric Equipment & Enginee…$11MMichael E. Gold, M.D. Profit Sharing PlanMichael E. Gold, M.D. Profit…$11MOpcmia Local 526 Annuity Plan$11MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Cci Companies, Inc.Empire State Highway Contrac…$11M
End-of-year total assets ($M) among Opcmia Local 526 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Opcmia Local 526 Annuity Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees Opcmia Local 526 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.51554968839223% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.47M $11.8M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 542 $8M
2023 1 539 $11M
2024 1 532 $12M

Board of Trustees Opcmia Local 526 Annuity Plan filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN256130880
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Opcmia Local 526 Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Opcmia Local 526 Annuity Plan, Total assets ($B): 0.010923557 · Participants: 539Opcmia Local 526 Annuity PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Opcmia Local 526 Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Opcmia Local 526 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Cci Companies, Inc. in NY ($11M); by covered participants it is North American Security Retirement Plan in OK (539 participants). Same-state nearby plans are listed separately above.

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 Opcmia Local 526 Annuity Plan assets move in 2023?
Opcmia Local 526 Annuity Plan grew sharply - up 29.0% during 2023, from $8M to $11M. Reported net income was $2M.
How have Board of Trustees Opcmia Local 526 Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Opcmia Local 526 Annuity Plan's sponsor-wide assets grew 39.5%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Opcmia Local 526 Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Cci Companies, Inc. in NY ($11M, 50 participants).
Which Profit Sharing plans cover a similar participant headcount to Opcmia Local 526 Annuity Plan?
Among Profit Sharing plans in other states, the closest by covered participants is North American Security Retirement Plan in OK (539 participants, $4M in assets).