Profit Sharing · DOL Form 5500 · 2023
Trustees of the International Union of Operating Engineers Profit Sharing Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 4,510
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $31,861
- Avg per participant Low balance/head
Official DOL plan name: International Union of Operating Engineers Local 841 Qualified Savings Plan · Sponsored by Trustees of the International Union of Operating Engineers · Indiana · Finance & Insurance
$144M in assets, 4,510 participants
Trustees of the International Union of Operating Engineers's International Union of Operating Engineers Local 841 Qualified Savings Plan reported $144M in total assets and 4,510 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,940 in Finance & Insurance (8,869 peers)
Coverage in Indiana
International Union of Operating Engineers Local 841 Qualified Savings Plan covers 4,510 participants in Indiana, 8.3x the typical Indiana plan (state average ~541 per filing). Assets: $144M.
- #7,940
- in Finance & Insurance (8,869 peers)
- +11.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
International Union of Operating Engineers Local 841 Qualified Savings Plan's outsized position by total assets
International Union of Operating Engineers Local 841 Qualified Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,693,194 Top 7% higher than 93% 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
International Union of Operating Engineers Local 841 Qualified Savings 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. International Union of Operating Engineers Local 841 Qualified Savings Plan lands in the large band (4,510 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Union of Operating Engineers Local 841 Qualified Savings Plan reported net income rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- International Union of Operating Engineers Local 841 Qualified Savings Plan end-of-year assets rose from $129M in the plan year 2022 filing to $144M in the plan year 2023 filing.
- International Union of Operating Engineers Local 841 Qualified Savings Plan reported participants rose from 4,231 in the plan year 2022 filing to 4,510 in the plan year 2023 filing.
DOL schedule card
Filing strip 350416012 · Trustees of the International Union of Operating Engineers PY 2023 · Profit Sharing
International Union of Operating Engineers Local 841 Qualified Savings Plan · $144M · 4,510 · 93rd
- EBSA $144M
- EBSA 4,510
- EBSA 93rd
- EBSA Profit Sharing
- EBSA near Northern Illinois Annuity Fund
- EBSA ind #7940
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 Finance & Insurance retirement plans → · Plans in Indiana →
International Union of Operating Engineers Local 841 Qualified Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $16M |
| Employer EIN | 350416012 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the International Union of Operating Engineers)
Sponsor-wide plan assets over time
All Trustees of the International Union of Operating Engineers plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 24.952301298119618% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,231 | $129M |
| 2023 | 1 | 4,510 | $144M |
| 2024 | 1 | 4,760 | $161M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
International Union of Operating Engineers Local 841 Qualified Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Northern Illinois Annuity Fund in WA ($144M); by covered participants it is Lakeland Regional Medical Center Retirement Plan Trust in FL (4,477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Northern Illinois Annuity Fund (WA) $144M · 6,943
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) $144M · 1,015
- Plumbers & Steamfitters 72 Defined Contrib Fund (FL) $143M · 3,548
- Metropolitan Jewish Pension Plan (NY) $142M · 1,915
Similar participant headcount
Nearest other-state filings by covered participants (4,510 participants); asset peers above are excluded.
- Lakeland Regional Medical Center Retirement Plan Trust (FL) 4,477 · 33 off
- Iuoe Local 30 Annuity Fund (NY) 4,593 · 83 off
- Plan De Retiro 1081.01(D) Del Hospital General Menonita (PR) 4,610 · 100 off
- Gensler Profit Sharing Plan (CA) 4,612 · 102 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.