Profit Sharing · DOL Form 5500 · 2023

Trustees -Operating Engineers Local 139 Defined Contribution Annuity F Profit Sharing Plan

Data updated 2026-08-11

$34M
Total assets: 6,242
Participants: 81st
Percentile by assets: $5,463
Avg per participant

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.

81st percentile by assets (of 127,072 plans)
#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.

$34M
total plan assets (2023 EOY): 6,242
covered participants: 81st
percentile by assets (of 127,072 plans): $5,463
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Operating Engineers Local 139 Defined Contribution Annuity Fund reports 6,242 participants - 11x that state average ($34M EOY assets).

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)

Total plan assets by year, all Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans on file

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.

Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

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

Compare Operating Engineers Local 139 Defined Co… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Operating Engineers Local 139 Defined Contribution Annuity Fund by total assets, not by location.

Edges Electrical Group Profit Sharing Plan (CA) $34M · 326
Local 786 I.B. of T. Severance Trust Fund (IL) $34M · 1,374
The Corning Museum of Glass Defined Contribution Retirement Plan (NY) $34M · 155
Sheet Metal Workers Local Union No.71 Annuity Fund (NY) $34M · 404

Frequently Asked Questions

How did Operating Engineers Local 139 Defined Contribution Annuity Fund assets move in 2023? ▼

Operating Engineers Local 139 Defined Contribution Annuity Fund surged - up 144.4% during 2023, from $14M to $34M. Reported net income was $20M.

How have Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets grew 328.0%, from $14M to $60M.

Where does Operating Engineers Local 139 Defined Contribution Annuity Fund rank by assets among Form 5500 filers? ▼

Operating Engineers Local 139 Defined Contribution Annuity Fund ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Operating Engineers Local 139 Defined Contribution Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Edges Electrical Group Profit Sharing Plan in CA ($34M, 326 participants).

Next read for Operating Engineers Local 139 Defined Co…

Filing takeaways

Ways to act on Operating Engineers Local 139 Defined Contribution Annuity Fund's numbers.

By total assets, Operating Engineers Local 139 Defined Contribution Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets have grown 328.0% since 2022 across 3 plan years on file. More Construction plans

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 866489984.