Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Operating Engineers Local No. 147 Annuity Money Purchase Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 707
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $79,123
- Avg per participant Below avg balance/head
Official DOL plan name: Operating Engineers Local No. 147 Annuity Fund · Sponsored by Board of Trustees - Operating Engineers Local No. 147 Annuity · Virginia · Construction
$56M in assets, 707 participants
Board of Trustees - Operating Engineers Local No. 147 Annuity's Operating Engineers Local No. 147 Annuity Fund reported $56M in total assets and 707 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,635 in Construction (9,030 peers)
Where Operating Engineers Local No. 147 Annuity Fund sits by assets
Operating Engineers Local No. 147 Annuity Fund sits in the top quartile of all filed plans by assets, $56M for 707 participants (~$79,123/participant), up 19.2% in 2023.
- #7,635
- in Construction (9,030 peers)
- +19.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Operating Engineers Local No. 147 Annuity Fund's outsized position by total assets
Operating Engineers Local No. 147 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,939,899 Top 13% higher than 87% 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 No. 147 Annuity Fund 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. Operating Engineers Local No. 147 Annuity Fund sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local No. 147 Annuity Fund reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Operating Engineers Local No. 147 Annuity Fund reported participants fell from 978 in the plan year 2022 filing to 707 in the plan year 2023 filing.
- Operating Engineers Local No. 147 Annuity Fund end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
DOL schedule card
Filing strip 660598785 · Board of Trustees - Operating Engineers Local No. 147 Annuity PY 2023 · Money Purchase
Operating Engineers Local No. 147 Annuity Fund · $56M · 707 · 87th
- BOOK $56M
- BOOK 707
- BOOK 87th
- BOOK Money Purchase
- BOOK near Operating Eng. Local 474 Defined Contribution
- BOOK ind #7635
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 Virginia →
Operating Engineers Local No. 147 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 660598785 |
| Plan Effective Date | 2001-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Operating Engineers Local No. 147 Annuity)
Sponsor-wide plan assets over time
All Board of Trustees - Operating Engineers Local No. 147 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 37.89492366859493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 978 | $47M |
| 2023 | 1 | 707 | $56M |
| 2024 | 1 | 2,421 | $65M |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $53M · 814
Operating Engineers Local No. 147 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Operating Eng. Local 474 Defined Contribution in TN ($56M); by covered participants it is Iron Workers Local 395 Annuity Fund in IL (700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Operating Eng. Local 474 Defined Contribution (TN) $56M · 338
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) $56M · 263
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) $56M · 599
- Sevenson Environmental Services, Inc. Pension Plan (NY) $56M · 458
Similar participant headcount
Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.
- Iron Workers Local 395 Annuity Fund (IL) 700 · 7 off
- Bates College Money Purchase Pension Plan (ME) 714 · 7 off
- Bloodworks Northwest Retirement Plan (WA) 694 · 13 off
- Calportland Money Purchase Pension Plan for Hourly Employees (CA) 726 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.