Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Operating Engineers Annuity Plan Money Purchase Plan
Data updated 2026-08-06
- $548M
- Total assets
- 23,224
- Participants
- 97th
- Percentile by assets
- $23,609
- Avg per participant
Official DOL plan name: Pension Trust Fund for Operating Engineers Annuity Plan · Sponsored by Board of Trustees, Operating Engineers Annuity Plan · California · Construction
$548M in assets, 23,224 participants
Board of Trustees, Operating Engineers Annuity Plan's Pension Trust Fund for Operating Engineers Annuity Plan reported $548M in total assets and 23,224 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #8,110 in Construction (8,304 peers)
Coverage in California
Pension Trust Fund for Operating Engineers Annuity Plan covers 23,224 participants in California, 36x the typical California plan (state average ~637 per filing). Assets: $548M.
- $548M
- total plan assets (2024 EOY)
- 23,224
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $23,609
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Trust Fund for Operating Engineers Annuity Plan end-of-year assets rose from $481M in the plan year 2023 filing to $548M in the plan year 2024 filing.
- Pension Trust Fund for Operating Engineers Annuity Plan reported net income fell from $77M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Pension Trust Fund for Operating Engineers Annuity Plan reported participants rose from 22,615 in the plan year 2023 filing to 23,224 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Pension Trust Fund for Operating Engineers Annuity Plan reports 23,224 participants - 36x that state average ($548M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $481M |
|---|---|
| Net Assets (End of Year) | $548M |
| Net Income | $67M |
| Employer EIN | 946090764 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Operating Engineers Annuity Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 40,978 | $5.2B |
| 2023 | 2 | 67,062 | $5.6B |
| 2024 | 2 | 43,596 | $5.9B |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Pension Trust Fund for Operating Engineers Annuity Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
- Scripps Health Retirement Savings Plan $1.3B · 16,148
Scale composition for Pension Trust Fund for Operating Engineers Annuity Plan
Pension Trust Fund for Operating Engineers Annuity Plan reports $548M in end-of-year assets across 23,224 participants (0.005% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.026% of 89,805,449 covered participants) - about $23,609 per participant (17% of the national average assets-per-participant) . Net income for plan year 2024 was $67M.
This plan identity (EIN 946090764, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $405M to $548M (+35.4%) while covered participants moved from 21,455 to 23,224 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,455 | $405M | Open filing |
| 2023 | 22,615 | $481M | Open filing |
| 2024 · index core | 23,224 | $548M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pension Trust Fund for Operating Engineers (Defined Benefit (Pension), $5.4B, 20,372 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Pension Trust Fund for Operating Engineers Annuity Plan by total assets, not by location.
- Nfl Pension Plan (NY) $544M · 1,626
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) $533M · 7,205
- The Children's Mercy Hospital Retirement Plan (MO) $564M · 6,714
- Michigan Regional Council of Carpenters' Annuity Fund (MI) $531M · 17,855
Frequently Asked Questions
How did Pension Trust Fund for Operating Engineers Annuity Plan assets move in 2024? ▼
How have Board of Trustees, Operating Engineers Annuity Plan plan assets changed over time? ▼
Where does Pension Trust Fund for Operating Engineers Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Pension Trust Fund for Operating Engineers Annuity Plan? ▼
Next read for Pension Trust Fund for Operating Enginee…
Filing takeaways
Ways to act on Pension Trust Fund for Operating Engineers Annuity Plan's numbers.
- By total assets, Pension Trust Fund for Operating Engineers Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Operating Engineers Annuity Plan's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Construction plans