Defined Benefit (Pension) · DOL Form 5500 · 2023
Operating Engineers Local No. 825 Pension Fund Pension Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 5,237
- Participants
- 99th
- Percentile by assets
- $212,315
- Avg per participant
Official DOL plan name: Operating Engineers Local No. 825 Pension Fund · Sponsored by Operating Engineers Local No. 825 Pension Fund · New Jersey · Construction
$1.1B in assets, 5,237 participants
Operating Engineers Local No. 825 Pension Fund's Operating Engineers Local No. 825 Pension Fund reported $1.1B in total assets and 5,237 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)
- #8,916 in Construction (9,030 peers)
Coverage in New Jersey
Operating Engineers Local No. 825 Pension Fund covers 5,237 participants in New Jersey, 6.2x the typical New Jersey plan (state average ~844 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 5,237
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $212,315
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Operating Engineers Local No. 825 Pension Fund reported net income rose from $50M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- Operating Engineers Local No. 825 Pension Fund end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Operating Engineers Local No. 825 Pension Fund reported participants rose from 5,035 in the plan year 2022 filing to 5,237 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 No. 825 Pension Fund reports 5,237 participants - 6.2x that state average ($1.1B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $72M |
| Employer EIN | 226033380 |
| Plan Effective Date | 1955-11-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Operating Engineers Local No. 825 Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,035 | $1.0B |
| 2023 | 1 | 5,237 | $1.1B |
| 2024 | 1 | 5,422 | $1.2B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Operating Engineers Local No. 825 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Scale composition for Operating Engineers Local No. 825 Pension Fund
Operating Engineers Local No. 825 Pension Fund reports $1.1B in end-of-year assets across 5,237 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $212,315 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $72M.
This plan identity (EIN 226033380, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.2B (+15.0%) while covered participants moved from 5,035 to 5,422 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,035 | $1.0B | Open filing |
| 2023 | 5,237 | $1.1B | This page |
| 2024 · index core | 5,422 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Operating Engineers Local No. 825 Pension Fund (Defined Benefit (Pension), $1.2B, 5,422 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Operating Engineers Local No. 825 Pension Fund by total assets, not by location.
- Lg&e and Ku Pension Plan (KY) $1.1B · 833
- Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. (TX) $1.1B · 1,943
- Fmc Corporation Employees' Retirement Program (PA) $1.1B · 142
- Automobile Mechanics' Local No. 701 Pension Fund (IL) $1.1B · 3,964
Frequently Asked Questions
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Filing takeaways
Ways to act on Operating Engineers Local No. 825 Pension Fund's numbers.
- By total assets, Operating Engineers Local No. 825 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Operating Engineers Local No. 825 Pension Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Construction plans