Money Purchase · DOL Form 5500 · 2023
Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund Money Purchase Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 853
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $45,757
- Avg per participant Low balance/head
Official DOL plan name: Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund · Sponsored by Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund · Illinois · Construction
$39M in assets, 853 participants
Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund's Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund reported $39M in total assets and 853 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,306 in Construction (9,030 peers)
Where Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund sits by assets
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund sits in the top quartile of all filed plans by assets, $39M for 853 participants (~$45,757/participant), up 22.6% in 2023.
- #7,306
- in Construction (9,030 peers)
- +22.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund's outsized position by total assets
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,030,351 Top 17% higher than 83% 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
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement 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. Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund sits mid-pack in the medium band (853 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund reported net income rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund reported participants rose from 690 in the plan year 2022 filing to 853 in the plan year 2023 filing.
- Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 363637616 · Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund PY 2023 · Money Purchase
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund · $39M · 853 · 83rd
- PHOTO $39M
- PHOTO 853
- PHOTO 83rd
- PHOTO Money Purchase
- PHOTO near Gould Investors L.P. Pension Plan
- PHOTO ind #7306
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 Illinois →
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $7M |
| Employer EIN | 363637616 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund)
Sponsor-wide plan assets over time
All Trstees Mach Mvrs,Riggers&mach Erec Local 136 Def. Cont. Retire. Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 45.19031975404168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $32M |
| 2023 | 1 | 853 | $39M |
| 2024 | 1 | 771 | $46M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Gould Investors L.P. Pension Plan in NY ($39M); by covered participants it is Millwrights & Machinery Erectors Local 1192 Defined Contribution Pension Plan in TN (854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (853 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.