Defined Benefit (Pension) · DOL Form 5500 · 2023

Operating Engineers Local No. 825 Pension Fund Pension Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
5,237
Participants Above avg headcount
99th
Percentile by assets National rank
$212,315
Avg per participant Above avg balance/head
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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.

  • #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.

#8,916
in Construction (9,030 peers)
+7.1%
assets growth YoY
11×
vs typical plan assets (national mean)

Operating Engineers Local No. 825 Pension Fund's outsized position by total assets

Operating Engineers Local No. 825 Pension Fund vs every filed plan by assets

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

$1,111,892,150 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 No. 825 Pension Fund's large-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 No. 825 Pension Fund lands in the large band (5,237 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 226033380 · Operating Engineers Local No. 825 Pension Fund PY 2023 · Defined Benefit (Pension)

Operating Engineers Local No. 825 Pension Fund · $1.1B · 5,237 · 99th

  • PCT $1.1B
  • PCT 5,237
  • PCT 99th
  • PCT Defined Benefit (Pension)
  • PCT near Lg&e and Ku Pension Plan
  • PCT ind #8916

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 No. 825 Pension Fund in the asset neighbourhood

Fmc Corporation Employees' Retirement ProgramFmc Corporation Employees' R…$1.1BAutomobile Mechanics' Local No. 701 Pension FundAutomobile Mechanics' Local …$1.1BOperating Engineers Local No. 825 Pension FundOperating Engineers Local No…$1.1BLg&e and Ku Pension Plan$1.1BEmployees' Retirement Plan of Consolidated Electrical Distributors, Inc.Employees' Retirement Plan o…$1.1B
End-of-year total assets ($B) among Operating Engineers Local No. 825 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$72M
Employer EIN226033380
Plan Effective Date1955-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Operating Engineers Local No. 825 Pension Fund)

Sponsor-wide plan assets over time

All Operating Engineers Local No. 825 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 15.04755713434705% vs 2022
2024 filing year
$1B$1.05B$1.1B$1.15B$1.2B$1.25B 202220232024 $1.04B $1.19B ▲ +14.4%
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 Scatter plot of 6 data points. 020000400006000080000100000 0510152025 Total assets ($B) Participants Operating Engineers Local No. 825 Pension Fund, Total assets ($B): 1.11189215 · Participants: 5237Operating Engineers Local No. 825 Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Operating Engineers Local No. 825 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Operating Engineers Local No. 825 Pension Fund side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Lg&e and Ku Pension Plan in KY ($1.1B); by covered participants it is Ameriprise Financial Retirement Plan in MN (5,231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,237 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 No. 825 Pension Fund assets move in 2023? ▼
Operating Engineers Local No. 825 Pension Fund grew at a solid clip - up 7.1% during 2023, from $1.0B to $1.1B. Reported net income was $72M.
How have Operating Engineers Local No. 825 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Operating Engineers Local No. 825 Pension Fund's sponsor-wide assets grew 15.0%, from $1.0B to $1.2B.
Where does Operating Engineers Local No. 825 Pension Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local No. 825 Pension 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 Defined Benefit (Pension) plans are similar in size to Operating Engineers Local No. 825 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lg&e and Ku Pension Plan in KY ($1.1B, 833 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Operating Engineers Local No. 825 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ameriprise Financial Retirement Plan in MN (5,231 participants, $881M 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 226033380.

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.