Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan

Data updated 2026-08-25

$298M
Total assets Near avg plan size
8,814
Participants Very large workforce
96th
Percentile by assets National rank
$33,784
Avg per participant Low balance/head
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Official DOL plan name: Annuity Fund of Operating Engineers Local 513 · Sponsored by Board of Trustees of Annuity Fund of Operating Engineers Local 513 · Missouri · Other Services

$298M in assets, 8,814 participants

Board of Trustees of Annuity Fund of Operating Engineers Local 513's Annuity Fund of Operating Engineers Local 513 reported $298M in total assets and 8,814 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,782 in Other Services (7,857 peers)

Coverage in Missouri

Annuity Fund of Operating Engineers Local 513 covers 8,814 participants in Missouri, 12x the typical Missouri plan (state average ~737 per filing). Assets: $298M.

#7,782
in Other Services (7,857 peers)
+7.3%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Annuity Fund of Operating Engineers Local 513's outsized position by total assets

Annuity Fund of Operating Engineers Local 513 vs every filed plan by assets

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

$297,771,457 Top 4% higher than 96% 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

Annuity Fund of Operating Engineers Local 513'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. Annuity Fund of Operating Engineers Local 513 lands in the large band (8,814 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fund of Operating Engineers Local 513 reported net income rose from $12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Annuity Fund of Operating Engineers Local 513 end-of-year assets rose from $277M in the plan year 2022 filing to $298M in the plan year 2023 filing.
  • Annuity Fund of Operating Engineers Local 513 reported participants rose from 8,519 in the plan year 2022 filing to 8,814 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431712261 · Board of Trustees of Annuity Fund of Operating Engineers Local 513 PY 2023 · Profit Sharing

Annuity Fund of Operating Engineers Local 513 · $298M · 8,814 · 96th

  • BOY $298M
  • BOY 8,814
  • BOY 96th
  • BOY Profit Sharing
  • BOY near Hp Inc. Deferred Profit-Sharing Plan
  • BOY ind #7782

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 Other Services retirement plans → · Plans in Missouri →

Annuity Fund of Operating Engineers Local 513 in the asset neighbourhood

Carpenter Co. Profit-Sharing PlanCarpenter Co. Profit-Sharing…$299MPacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust AgreementPacific Coast Building Produ…$299MHp Inc. Deferred Profit-Sharing PlanHp Inc. Deferred Profit-Shar…$298MAnnuity Fund of Operating Engineers Local 513Annuity Fund of Operating En…$298MWestern Wisconsin Electrical Workers Retirement PlanWestern Wisconsin Electrical…$293M
End-of-year total assets ($M) among Annuity Fund of Operating Engineers Local 513 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$277M
Net Assets (End of Year)$296M
Net Income$20M
Employer EIN431712261
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Annuity Fund of Operating Engineers Local 513)

Sponsor-wide plan assets over time

All Board of Trustees of Annuity Fund of Operating Engineers Local 513 plans reported in each filing year

Latest sponsor-wide plan assets
$323M 16.463177302693694% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $277M $323M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 8,519 $277M
2023 1 8,814 $298M
2024 1 9,100 $323M

Nearby Profit Sharing Plans in Missouri

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

Annuity Fund of Operating Engineers Local 513 vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.5 Total assets ($B) Participants Annuity Fund of Operating Engineers Local 513, Total assets ($B): 0.297771457 · Participants: 8814Annuity Fund of Operating Engineers Local 513Boilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Annuity Fund of Operating Engineers Local 513 vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Annuity Fund of Operating Engineers Local 513 side-by-side with 3 peers →

Scale composition for Annuity Fund of Operating Engineers Local 513

Annuity Fund of Operating Engineers Local 513 reports $298M in end-of-year assets across 8,814 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $33,784 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $20M.

This plan identity (EIN 431712261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $277M to $323M (+16.5%) while covered participants moved from 8,519 to 9,100 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,519 $277M Open filing
2023 8,814 $298M This page
2024 · index core 9,100 $323M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Annuity Fund of Operating Engineers Local 513's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Hp Inc. Deferred Profit-Sharing Plan in TX ($298M); by covered participants it is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,602 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,814 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 Annuity Fund of Operating Engineers Local 513 assets move in 2023? ▼
Annuity Fund of Operating Engineers Local 513 grew at a solid clip - up 7.3% during 2023, from $277M to $298M. Reported net income was $20M.
How have Board of Trustees of Annuity Fund of Operating Engineers Local 513 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Annuity Fund of Operating Engineers Local 513's sponsor-wide assets grew 16.5%, from $277M to $323M.
Where does Annuity Fund of Operating Engineers Local 513 rank by assets among Form 5500 filers? ▼
Annuity Fund of Operating Engineers Local 513 ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Annuity Fund of Operating Engineers Local 513? ▼
Among Profit Sharing plans in other states, the closest by assets is Hp Inc. Deferred Profit-Sharing Plan in TX ($298M, 396 participants).
Which Profit Sharing plans cover a similar participant headcount to Annuity Fund of Operating Engineers Local 513? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,602 participants, $1.4B 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 431712261.

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.