Profit Sharing · DOL Form 5500 · 2023

Operating Engineers Local 825 Profit Sharing Fund Profit Sharing Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
10,336
Participants Very large workforce
99th
Percentile by assets National rank
$139,202
Avg per participant Near avg balance/head
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Official DOL plan name: Operating Engineers Local 825 Profit Sharing Fund · Sponsored by Operating Engineers Local 825 Profit Sharing Fund · New Jersey · Construction

$1.4B in assets, 10,336 participants

Operating Engineers Local 825 Profit Sharing Fund's Operating Engineers Local 825 Profit Sharing Fund reported $1.4B in total assets and 10,336 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,947 in Construction (9,030 peers)

Coverage in New Jersey

Operating Engineers Local 825 Profit Sharing Fund covers 10,336 participants in New Jersey, 12x the typical New Jersey plan (state average ~844 per filing). Assets: $1.4B.

#8,947
in Construction (9,030 peers)
+8.3%
assets growth YoY
14×
vs typical plan assets (national mean)

Operating Engineers Local 825 Profit Sharing Fund's outsized position by total assets

Operating Engineers Local 825 Profit Sharing Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,438,796,802 Top 1% higher than 99% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 825 Profit Sharing Fund's mega-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 825 Profit Sharing Fund is a mega filing (10,336 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Operating Engineers Local 825 Profit Sharing Fund reported net income rose from $63M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Operating Engineers Local 825 Profit Sharing Fund end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • Operating Engineers Local 825 Profit Sharing Fund reported participants rose from 10,006 in the plan year 2022 filing to 10,336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222507282 · Operating Engineers Local 825 Profit Sharing Fund PY 2023 · Profit Sharing

Operating Engineers Local 825 Profit Sharing Fund · $1.4B · 10,336 · 99th

  • ASSETS $1.4B
  • PCT 10,336
  • EIN 99th
  • RANK Profit Sharing
  • PHOTO near Cleveland Clinic Investment Pension Plan
  • IND ind #8947

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 New Jersey →

Operating Engineers Local 825 Profit Sharing Fund in the asset neighbourhood

Cleveland Clinic Investment Pension PlanCleveland Clinic Investment …$1.5BOperating Engineers Local 825 Profit Sharing FundOperating Engineers Local 82…$1.4BMemorialcare Retirement Plan$1.3BH-E-B Partner Stock Plan$1.3BThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundThe Northwestern Mutual Life…$1.3B
End-of-year total assets ($B) among Operating Engineers Local 825 Profit Sharing Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$110M
Employer EIN222507282
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Operating Engineers Local 825 Profit Sharing Fund)

Sponsor-wide plan assets over time

All Operating Engineers Local 825 Profit Sharing Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 13.490630740407248% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.33B $1.51B ▲ +13.5%
Year Plans Participants Total Assets
2022 1 10,006 $1.3B
2023 1 10,336 $1.4B
2024 1 10,365 $1.5B

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Operating Engineers Local 825 Profit Sharing Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 00.511.522.53 Total assets ($B) Participants Operating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings PlanCooper Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.303789152 · Participants: 6491Cooper Health System, Inc. Defined Contribution Retirement Plan
Operating Engineers Local 825 Profit Sharing Fund vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Operating Engineers Local 825 Profit Sharing Fund side-by-side with 3 peers →

Scale composition for Operating Engineers Local 825 Profit Sharing Fund

Operating Engineers Local 825 Profit Sharing Fund reports $1.4B in end-of-year assets across 10,336 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $139,202 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $110M.

This plan identity (EIN 222507282, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.5B (+13.5%) while covered participants moved from 10,006 to 10,365 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,006 $1.3B Open filing
2023 10,336 $1.4B This page
2024 · index core 10,365 $1.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Operating Engineers Local 825 Profit Sharing Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Cleveland Clinic Investment Pension Plan in OH ($1.5B); by covered participants it is Ohio Carpenters' Annuity Plan in MI (10,256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,336 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.

Frequently Asked Questions

How did Operating Engineers Local 825 Profit Sharing Fund assets move in 2023? ▼
Operating Engineers Local 825 Profit Sharing Fund grew at a solid clip - up 8.3% during 2023, from $1.3B to $1.4B. Reported net income was $110M.
How have Operating Engineers Local 825 Profit Sharing Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Operating Engineers Local 825 Profit Sharing Fund's sponsor-wide assets grew 13.5%, from $1.3B to $1.5B.
Where does Operating Engineers Local 825 Profit Sharing Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local 825 Profit Sharing Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Operating Engineers Local 825 Profit Sharing Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Cleveland Clinic Investment Pension Plan in OH ($1.5B, 48,582 participants).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 825 Profit Sharing Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ohio Carpenters' Annuity Plan in MI (10,256 participants, N/A in assets).

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 222507282.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.