Defined Benefit (Pension) · DOL Form 5500 · 2023
Ohio Operating Engineers Health & Welfare Plan Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan · Sponsored by Ohio Operating Engineers Health & Welfare Plan · Ohio · Construction
$12M in assets, 7 participants
Ohio Operating Engineers Health & Welfare Plan's Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported $12M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,565 in Construction (9,030 peers)
Ohio Operating Engineers Health & Welfare Plan multi-year trail
Ohio Operating Engineers Health & Welfare Plan's plans moved +11.6% in assets from 2022 to 2024; this filing shows Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan at $12M / 7 participants.
- #5,565
- in Construction (9,030 peers)
- +6.2%
- assets growth YoY
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan's mid-pack asset rank among Construction and all filers
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,377,344 Top 37% higher than 63% 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
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported net income rose from $50K in the plan year 2022 filing to $725K in the plan year 2023 filing.
- Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 314446857 · Ohio Operating Engineers Health & Welfare Plan PY 2023 · Defined Benefit (Pension)
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan · $12M · 7 · 63rd
- ASSETS $12M
- ASSETS 7
- ASSETS 63rd
- ASSETS Defined Benefit (Pension)
- ASSETS near Mamiye Brothers Inc. Pension Plan
- ASSETS ind #5565
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 Ohio →
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan in the asset neighbourhood
Ohio Operating Engineers Health & Welfare Plan multi-year asset trail
Sponsor-wide plan assets over time
All Ohio Operating Engineers Health & Welfare Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 11.618994981084663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $12M |
| 2023 | 1 | 7 | $12M |
| 2024 | 1 | 27 | $13M |
Ohio Operating Engineers Health & Welfare Plan filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $725K |
| Employer EIN | 314446857 |
| Plan Effective Date | 1966-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Mamiye Brothers Inc. Pension Plan in NY ($12M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.