Profit Sharing · DOL Form 5500 · 2023
Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan
Data updated 2026-08-11
- $298M
- Total assets
- 8,814
- Participants
- 96th
- Percentile by assets
- $33,784
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $298M
- total plan assets (2023 EOY)
- 8,814
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $33,784
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Annuity Fund of Operating Engineers Local 513 reports 8,814 participants - 12x that state average ($298M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $296M |
| Net Income | $20M |
| Employer EIN | 431712261 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Annuity Fund of Operating Engineers Local 513)
| 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
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
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 (Profit Sharing, $323M, 9,100 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Fund of Operating Engineers Local 513 by total assets, not by location.
- Hp Inc. Deferred Profit-Sharing Plan (TX) $298M · 396
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) $299M · 2,160
- Carpenter Co. Profit-Sharing Plan (VA) $299M · 2,085
- Western Wisconsin Electrical Workers Retirement Plan (WI) $293M · 1,217
Frequently Asked Questions
How did Annuity Fund of Operating Engineers Local 513 assets move in 2023? ▼
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Filing takeaways
Ways to act on Annuity Fund of Operating Engineers Local 513's numbers.
- By total assets, Annuity Fund of Operating Engineers Local 513 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Board of Trustees of Annuity Fund of Operating Engineers Local 513's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Other Services plans