Profit Sharing · DOL Form 5500 · 2024
Brd of Trustees Oe 37 S&a Fund Profit Sharing Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 3,978
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $20,920
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local No 37 Severance & Annuity Fund · Sponsored by Brd of Trustees Oe 37 S&a Fund · Maryland · Construction
$83M in assets, 3,978 participants
Brd of Trustees Oe 37 S&a Fund's Operating Engineers Local No 37 Severance & Annuity Fund reported $83M in total assets and 3,978 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,892 in Construction (9,039 peers)
Coverage in Maryland
Operating Engineers Local No 37 Severance & Annuity Fund covers 3,978 participants in Maryland, 4.3x the typical Maryland plan (state average ~929 per filing). Assets: $83M.
- #7,892
- in Construction (9,039 peers)
- +3.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Operating Engineers Local No 37 Severance & Annuity Fund's outsized position by total assets
Operating Engineers Local No 37 Severance & Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,219,882 Top 11% higher than 89% of 123,620 filed plans
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 No 37 Severance & Annuity 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 No 37 Severance & Annuity Fund lands in the large band (3,978 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Operating Engineers Local No 37 Severance & Annuity Fund reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Operating Engineers Local No 37 Severance & Annuity Fund end-of-year assets rose from $81M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Operating Engineers Local No 37 Severance & Annuity Fund reported participants rose from 3,928 in the plan year 2023 filing to 3,978 in the plan year 2024 filing.
DOL schedule card
Filing strip 521215784 · Brd of Trustees Oe 37 S&a Fund PY 2024 · Profit Sharing
Operating Engineers Local No 37 Severance & Annuity Fund · $83M · 3,978 · 89th
- SCH $83M
- SCH 3,978
- SCH 89th
- SCH Profit Sharing
- SCH near Avantus Frozen Retirement Plan
- SCH ind #7892
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 Maryland →
Operating Engineers Local No 37 Severance & Annuity Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $2M |
| Employer EIN | 521215784 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brd of Trustees Oe 37 S&a Fund)
Sponsor-wide plan assets over time
All Brd of Trustees Oe 37 S&a Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 8.963420684271874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,882 | $76M |
| 2023 | 1 | 3,928 | $81M |
| 2024 | 1 | 3,978 | $83M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Operating Engineers Local No 37 Severance & Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Avantus Frozen Retirement Plan in VA ($83M); by covered participants it is International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan in PA (3,927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,978 participants); asset peers above are excluded.
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) 3,927 · 51 off
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust (MO) 4,032 · 54 off
- Cpc-Cdpap Pension Plan & Trust (NY) 4,062 · 84 off
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan (TX) 3,887 · 91 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.