Profit Sharing · DOL Form 5500 · 2023
Trustees -Operating Engineers Local 139 Defined Contribution Annuity F Profit Sharing Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 6,242
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $5,463
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local 139 Defined Contribution Annuity Fund · Sponsored by Trustees -Operating Engineers Local 139 Defined Contribution Annuity F · Wisconsin · Construction
$34M in assets, 6,242 participants
Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's Operating Engineers Local 139 Defined Contribution Annuity Fund reported $34M in total assets and 6,242 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,160 in Construction (9,030 peers)
Coverage in Wisconsin
Operating Engineers Local 139 Defined Contribution Annuity Fund covers 6,242 participants in Wisconsin, 11x the typical Wisconsin plan (state average ~563 per filing). Assets: $34M.
- #7,160
- in Construction (9,030 peers)
- +144.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Operating Engineers Local 139 Defined Contribution Annuity Fund's outsized position by total assets
Operating Engineers Local 139 Defined Contribution Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,101,240 Top 19% higher than 81% 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 139 Defined Contribution Annuity 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 139 Defined Contribution Annuity Fund lands in the large band (6,242 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local 139 Defined Contribution Annuity Fund end-of-year assets rose from $14M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Operating Engineers Local 139 Defined Contribution Annuity Fund reported net income rose from $10M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Operating Engineers Local 139 Defined Contribution Annuity Fund reported participants rose from 4,981 in the plan year 2022 filing to 6,242 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 866489984 · Trustees -Operating Engineers Local 139 Defined Contribution Annuity F PY 2023 · Profit Sharing
Operating Engineers Local 139 Defined Contribution Annuity Fund · $34M · 6,242 · 81st
- 5500 $34M
- 5500 6,242
- 5500 81st
- 5500 Profit Sharing
- 5500 near Edges Electrical Group Profit Sharing Plan
- 5500 ind #7160
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 Wisconsin →
Operating Engineers Local 139 Defined Contribution Annuity Fund in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $20M |
| Employer EIN | 866489984 |
| Plan Effective Date | 2020-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees -Operating Engineers Local 139 Defined Contribution Annuity F)
Sponsor-wide plan assets over time
All Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 327.96426740430945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,981 | $14M |
| 2023 | 1 | 6,242 | $34M |
| 2024 | 1 | 8,450 | $60M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Operating Engineers Local 139 Defined Contribution Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Edges Electrical Group Profit Sharing Plan in CA ($34M); by covered participants it is Steamfitters Local Union No. 420 Srp in PA (6,295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,242 participants); asset peers above are excluded.
- Steamfitters Local Union No. 420 Srp (PA) 6,295 · 53 off
- Regions Hospital Retirement Savings 401(k) Plan (MN) 6,168 · 74 off
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) 6,360 · 118 off
- Pih Health, Inc. 401(a) Plan (CA) 6,121 · 121 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.