Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$290M
Total assets: 8,936
Participants: 96th
Percentile by assets: $32,447
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Operating Engineers Local 66 Annuity and Savings Fund covers 8,936 participants in Pennsylvania, 11x the typical Pennsylvania plan (state average ~824 per filing). Assets: $290M.

$290M
total plan assets (2024 EOY): 8,936
covered participants: 96th
percentile by assets (of 116,472 plans): $32,447
avg assets per participant

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 →

State

Pennsylvania

Industry

Construction

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Operating Engineers Local 66 Annuity and Savings Fund reports 8,936 participants - 11x that state average ($290M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$268M
Net Assets (End of Year)	$290M
Net Income	$21M
Employer EIN	256271522
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund plans on file

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

Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
University of Pennsylvania Basic Plan $2.0B · 21,954
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
Steamfitters Local Union No. 420 Srp $728M · 6,716

Compare Operating Engineers Local 66 Annuity and… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Operating Engineers Local 66 Annuity and Savings Fund by total assets, not by location.

Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $290M · 6,983
Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) $288M · 5,117
Arentfox Schiff Profit Sharing Plan (DC) $297M · 708
Williams & Connolly LLP Profit Sharing Plan and Trust (DC) $283M · 702

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 116,472 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).

Next read for Operating Engineers Local 66 Annuity and…

Filing takeaways

Ways to act on Operating Engineers Local 66 Annuity and Savings Fund's numbers.

By total assets, Operating Engineers Local 66 Annuity and Savings Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Construction plans

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.