Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Pension Trust Fund for Operating Pension Plan
Data updated 2026-07-24
- $5.4B
- Total assets
- 20,372
- Participants
- 100th
- Percentile by assets
- $265,109
- Avg per participant
Official DOL plan name: Pension Trust Fund for Operating Engineers · Sponsored by Board of Trustees, Pension Trust Fund for Operating · California · Construction
$5.4B in assets, 20,372 participants
Board of Trustees, Pension Trust Fund for Operating's Pension Trust Fund for Operating Engineers reported $5.4B in total assets and 20,372 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 116,472 plans)
Coverage in California
Pension Trust Fund for Operating Engineers covers 20,372 participants in California, 32x the typical California plan (state average ~637 per filing). Assets: $5.4B.
- $5.4B
- total plan assets (2024 EOY)
- 20,372
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $265,109
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Trust Fund for Operating Engineers reported participants fell from 44,447 in the plan year 2023 filing to 20,372 in the plan year 2024 filing.
- Pension Trust Fund for Operating Engineers reported net income rose from $283M in the plan year 2023 filing to $310M in the plan year 2024 filing.
- Pension Trust Fund for Operating Engineers end-of-year assets rose from $5.1B in the plan year 2023 filing to $5.4B 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 reports 20,372 participants - 32x that state average ($5.4B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $5.1B |
|---|---|
| Net Assets (End of Year) | $5.4B |
| Net Income | $310M |
| Employer EIN | 946090764 |
| Plan Effective Date | 1959-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Pension Trust Fund for Operating)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 40,978 | $5.2B |
| 2023 | 2 | 67,062 | $5.6B |
| 2024 | 2 | 43,596 | $5.9B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Trust Fund for Operating Engineers vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Disney Salaried Pension Plan D $10.4B · 9,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Trust Fund for Operating Engineers by total assets, not by location.
- Nextera Energy, Inc. Employee Pension Plan (FL) $5.3B · 14,419
- Textron Master Retirement Plan (RI) $5.5B · 6,888
- Bp Retirement Accumulation Plan (TX) $5.3B · 9,651
- The PNC Financial Services Group, Inc. Pension Plan (PA) $5.5B · 58,779
Frequently Asked Questions
How did Pension Trust Fund for Operating Engineers assets move in 2024? ▼
How have Board of Trustees, Pension Trust Fund for Operating plan assets changed over time? ▼
Where does Pension Trust Fund for Operating Engineers rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pension Trust Fund for Operating Engineers? ▼
Next read for Pension Trust Fund for Operating Enginee…
Filing takeaways
Ways to act on Pension Trust Fund for Operating Engineers's numbers.
- By total assets, Pension Trust Fund for Operating Engineers ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Pension Trust Fund for Operating's sponsor-wide assets have grown 14.1% 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 946090764.
Read our methodology - how this data is sourced, computed, and verified.