Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund Profit Sharing Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 1,214
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $93,486
- Avg per participant Below avg balance/head
Official DOL plan name: Operating Engineers Local 649 Annuity Trust Fund · Sponsored by Board of Trustees Operating Engineers Local 649 Annuity Trust Fund · Illinois · Construction
$113M in assets, 1,214 participants
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's Operating Engineers Local 649 Annuity Trust Fund reported $113M in total assets and 1,214 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,168 in Construction (9,030 peers)
Where Operating Engineers Local 649 Annuity Trust Fund sits by assets
Operating Engineers Local 649 Annuity Trust Fund sits in the top 10% of all filed plans by assets, $113M for 1,214 participants (~$93,486/participant), up 9.6% in 2023.
- #8,168
- in Construction (9,030 peers)
- +9.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Operating Engineers Local 649 Annuity Trust Fund's outsized position by total assets
Operating Engineers Local 649 Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$113,492,242 Top 8% higher than 92% 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 649 Annuity Trust Fund'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 649 Annuity Trust Fund lands in the large band (1,214 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local 649 Annuity Trust Fund reported net income rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Operating Engineers Local 649 Annuity Trust Fund end-of-year assets rose from $104M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Operating Engineers Local 649 Annuity Trust Fund reported participants rose from 1,150 in the plan year 2022 filing to 1,214 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371291915 · Board of Trustees Operating Engineers Local 649 Annuity Trust Fund PY 2023 · Profit Sharing
Operating Engineers Local 649 Annuity Trust Fund · $113M · 1,214 · 92nd
- 5500 $113M
- ASSETS 1,214
- PCT 92nd
- EIN Profit Sharing
- RANK near Cahill Gordon & Reindel LLP Defined Contribution Plan for Partners
- PHOTO ind #8168
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 649 Annuity Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $10M |
| Employer EIN | 371291915 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 649 Annuity Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Operating Engineers Local 649 Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 18.86692563053365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,150 | $104M |
| 2023 | 1 | 1,214 | $113M |
| 2024 | 1 | 1,225 | $123M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Operating Engineers Local 649 Annuity Trust Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Cahill Gordon & Reindel LLP Defined Contribution Plan for Partners in NY ($114M); by covered participants it is Schuylkill Health System Defined Contribution Plan in PA (1,212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Cahill Gordon & Reindel LLP Defined Contribution Plan for Partners (NY) $114M · 63
- The Medical Faculty Associates 401(a) Retirement Plan (DC) $114M · 1,042
- Electrical Workers IBEW Local 163 Annuity Fund (NJ) $115M · 413
- IBEW Local No. 236 Annuity Plan (NY) $116M · 2,058
Similar participant headcount
Nearest other-state filings by covered participants (1,214 participants); asset peers above are excluded.
- Schuylkill Health System Defined Contribution Plan (PA) 1,212 · 2 off
- Servicesource, Inc. 401(a) Retirement Plan (VA) 1,216 · 2 off
- Liberty Pr Mobility 401(k) Savings Plans (CO) 1,212 · 2 off
- Western Wisconsin Electrical Workers Retirement Plan (WI) 1,217 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.