Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund Profit Sharing Plan

Data updated 2026-08-25

$290M
Total assets Near avg plan size
8,936
Participants Very large workforce
96th
Percentile by assets National rank
$32,447
Avg per participant Low balance/head
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Official DOL plan name: Operating Engineers Local 66 Annuity and Savings Fund · Sponsored by Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund · Pennsylvania · Construction

$290M in assets, 8,936 participants

Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's Operating Engineers Local 66 Annuity and Savings Fund reported $290M in total assets and 8,936 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,597 in Construction (9,039 peers)

Coverage in Pennsylvania

Operating Engineers Local 66 Annuity and Savings Fund covers 8,936 participants in Pennsylvania, 11x the typical Pennsylvania plan (state average ~822 per filing). Assets: $290M.

#8,597
in Construction (9,039 peers)
+8.0%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Operating Engineers Local 66 Annuity and Savings Fund's outsized position by total assets

Operating Engineers Local 66 Annuity and Savings Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$289,942,374 Top 4% higher than 96% of 123,620 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 2024

Operating Engineers Local 66 Annuity and Savings Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Operating Engineers Local 66 Annuity and Savings Fund lands in the large band (8,936 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Operating Engineers Local 66 Annuity and Savings Fund end-of-year assets rose from $268M in the plan year 2023 filing to $290M in the plan year 2024 filing.
  • Operating Engineers Local 66 Annuity and Savings Fund reported participants fell from 9,501 in the plan year 2023 filing to 8,936 in the plan year 2024 filing.
  • Operating Engineers Local 66 Annuity and Savings Fund reported net income fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 256271522 · Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund PY 2024 · Profit Sharing

Operating Engineers Local 66 Annuity and Savings Fund · $290M · 8,936 · 96th

  • RANK $290M
  • RANK 8,936
  • RANK 96th
  • RANK Profit Sharing
  • RANK near Consolidated Defined Contribution Plan of Hackensack Meridian Health
  • RANK ind #8597

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 Pennsylvania →

Operating Engineers Local 66 Annuity and Savings Fund in the asset neighbourhood

Arentfox Schiff Profit Sharing PlanArentfox Schiff Profit Shari…$297MAirborn, Inc. Defined Contribution PlanAirborn, Inc. Defined Contri…$291MConsolidated Defined Contribution Plan of Hackensack Meridian HealthConsolidated Defined Contrib…$290MOperating Engineers Local 66 Annuity and Savings FundOperating Engineers Local 66…$290MBricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity FundBricklayers and Stone Masons…$288M
End-of-year total assets ($M) among Operating Engineers Local 66 Annuity and Savings Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$290M
Net Income$21M
Employer EIN256271522
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund)

Sponsor-wide plan assets over time

All Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plans reported in each filing year

Latest sponsor-wide plan assets
$290M 17.804164762837097% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $246M $290M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 9,879 $246M
2023 1 9,501 $268M
2024 1 8,936 $290M

Nearby Profit Sharing Plans in Pennsylvania

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

Operating Engineers Local 66 Annuity and Savings Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Operating Engineers Local 66 Annuity and Savings Fund, Total assets ($B): 0.289942374 · Participants: 8936Operating Engineers Local 66 Annuity and Savings FundEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Operating Engineers Local 66 Annuity and Savings Fund vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Operating Engineers Local 66 Annuity and Savings Fund side-by-side with 3 peers →

Scale composition for Operating Engineers Local 66 Annuity and Savings Fund

Operating Engineers Local 66 Annuity and Savings Fund reports $290M in end-of-year assets across 8,936 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $32,447 per participant (23% of the national average assets-per-participant) . Net income for plan year 2024 was $21M.

This plan identity (EIN 256271522, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $290M (+17.8%) while covered participants moved from 9,879 to 8,936 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,879 $246M Open filing
2023 9,501 $268M Open filing
2024 · index core 8,936 $290M This page

Operating Engineers Local 66 Annuity and Savings Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Consolidated Defined Contribution Plan of Hackensack Meridian Health in NJ ($290M); by covered participants it is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,865 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,936 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Operating Engineers Local 66 Annuity and Savings Fund assets move in 2024? ▼
Operating Engineers Local 66 Annuity and Savings Fund grew at a solid clip - up 8.0% during 2024, from $268M to $290M. Reported net income was $21M.
How have Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's sponsor-wide assets grew 17.8%, from $246M to $290M.
Where does Operating Engineers Local 66 Annuity and Savings Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local 66 Annuity and Savings Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Operating Engineers Local 66 Annuity and Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Consolidated Defined Contribution Plan of Hackensack Meridian Health in NJ ($290M, 6,983 participants).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 66 Annuity and Savings Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,865 participants, $1.6B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 256271522.

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.