Profit Sharing · DOL Form 5500 · 2023
Operating Engineers Local 825 Profit Sharing Fund Profit Sharing Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 10,336
- Participants
- 99th
- Percentile by assets
- $139,202
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.4B
- total plan assets (2023 EOY)
- 10,336
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $139,202
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Operating Engineers Local 825 Profit Sharing Fund reports 10,336 participants - 12x that state average ($1.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $110M |
| Employer EIN | 222507282 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Operating Engineers Local 825 Profit Sharing Fund)
| 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
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
- Cooper Health System, Inc. Defined Contribution Retirement Plan $304M · 6,491
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 (Profit Sharing, $1.5B, 10,365 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Operating Engineers Local 825 Profit Sharing Fund by total assets, not by location.
- Cleveland Clinic Investment Pension Plan (OH) $1.5B · 48,582
- Memorialcare Retirement Plan (CA) $1.3B · 4,728
- H-E-B Partner Stock Plan (TX) $1.3B · 96,911
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
Frequently Asked Questions
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Filing takeaways
Ways to act on Operating Engineers Local 825 Profit Sharing Fund's numbers.
- By total assets, Operating Engineers Local 825 Profit Sharing Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Operating Engineers Local 825 Profit Sharing Fund's sponsor-wide assets have grown 13.5% since 2022 across 3 plan years on file. More Construction plans