401(k) · DOL Form 5500 · 2023
Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl 401(k) Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 1,191
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $78,216
- Avg per participant Below avg balance/head
Official DOL plan name: International Union of Operating Engineers Local 25 Marine Division Annuity Plan · Sponsored by Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl · New Jersey · Construction
$93M in assets, 1,191 participants
Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl's International Union of Operating Engineers Local 25 Marine Division Annuity Plan reported $93M in total assets and 1,191 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #8,043 in Construction (9,030 peers)
Where International Union of Operating Engineers Local 25 Marine Division Annuity Plan sits by assets
International Union of Operating Engineers Local 25 Marine Division Annuity Plan sits in the top 10% of all filed plans by assets, $93M for 1,191 participants (~$78,216/participant), up 13.5% in 2023.
- #8,043
- in Construction (9,030 peers)
- +13.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
International Union of Operating Engineers Local 25 Marine Division Annuity Plan's outsized position by total assets
International Union of Operating Engineers Local 25 Marine Division Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,154,888 Top 9% higher than 91% 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
International Union of Operating Engineers Local 25 Marine Division Annuity Plan'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. International Union of Operating Engineers Local 25 Marine Division Annuity Plan lands in the large band (1,191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Union of Operating Engineers Local 25 Marine Division Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- International Union of Operating Engineers Local 25 Marine Division Annuity Plan end-of-year assets rose from $82M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- International Union of Operating Engineers Local 25 Marine Division Annuity Plan reported participants fell from 1,215 in the plan year 2022 filing to 1,191 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 113041922 · Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl PY 2023 · 401(k)
International Union of Operating Engineers Local 25 Marine Division Annuity Plan · $93M · 1,191 · 91st
- EOY $93M
- EOY 1,191
- EOY 91st
- EOY 401(k)
- EOY near Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan
- EOY ind #8043
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 →
International Union of Operating Engineers Local 25 Marine Division Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $11M |
| Employer EIN | 113041922 |
| Plan Effective Date | 1990-12-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl)
Sponsor-wide plan assets over time
All Int'l Union of Operating Engineers Local 25 Marine Division Annuity Pl plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 24.444253330559462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,215 | $82M |
| 2023 | 1 | 1,191 | $93M |
| 2024 | 1 | 1,299 | $102M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
International Union of Operating Engineers Local 25 Marine Division Annuity Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan in PA ($93M); by covered participants it is Quality Life Services 401(k) Plan in PA (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan (PA) $93M · 621
- The Connectme 401(k) Plan (CA) $93M · 14,803
- Skyward, Inc. 401(k) Plan (WI) $93M · 632
- Reliance Test & Technology, LLC 401(k) Plan (FL) $93M · 1,146
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- Quality Life Services 401(k) Plan (PA) 1,191 · 0 off
- Employee Savings Plan of Koppers Inc and Subsidiaries (PA) 1,191 · 0 off
- Martin's Famous Pastry Shoppe, Inc. 401(k) Profit Sharing Plan (PA) 1,191 · 0 off
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan (IA) 1,191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.