401(k) · DOL Form 5500 · 2024

Bd of Trustees I.U.O.E. Local 877 Annuity Fund 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
450
Participants Below avg headcount
77th
Percentile by assets National rank
$65,712
Avg per participant Below avg balance/head
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Official DOL plan name: International Union of Operating Engineers Local 877 Annuity Fund · Sponsored by Bd of Trustees I.U.O.E. Local 877 Annuity Fund · Massachusetts · Construction

$30M in assets, 450 participants

Bd of Trustees I.U.O.E. Local 877 Annuity Fund's International Union of Operating Engineers Local 877 Annuity Fund reported $30M in total assets and 450 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,840 in Construction (9,039 peers)

Where International Union of Operating Engineers Local 877 Annuity Fund sits by assets

International Union of Operating Engineers Local 877 Annuity Fund sits in the top quartile of all filed plans by assets, $30M for 450 participants (~$65,712/participant), up 11.1% in 2024.

#6,840
in Construction (9,039 peers)
+11.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

International Union of Operating Engineers Local 877 Annuity Fund's outsized position by total assets

International Union of Operating Engineers Local 877 Annuity Fund vs every filed plan by assets

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

$29,570,298 Top 23% higher than 77% 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

International Union of Operating Engineers Local 877 Annuity Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Union of Operating Engineers Local 877 Annuity Fund sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • International Union of Operating Engineers Local 877 Annuity Fund reported participants fell from 671 in the plan year 2023 filing to 450 in the plan year 2024 filing.
  • International Union of Operating Engineers Local 877 Annuity Fund reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • International Union of Operating Engineers Local 877 Annuity Fund end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043228497 · Bd of Trustees I.U.O.E. Local 877 Annuity Fund PY 2024 · 401(k)

International Union of Operating Engineers Local 877 Annuity Fund · $30M · 450 · 77th

  • EBSA $30M
  • EBSA 450
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Ipc International, Inc. Retirement Plan
  • EBSA ind #6840

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 Massachusetts →

International Union of Operating Engineers Local 877 Annuity Fund in the asset neighbourhood

International Union of Operating Engineers Local 877 Annuity FundInternational Union of Opera…$30MIpc International, Inc. Retirement PlanIpc International, Inc. Reti…$30MContinental Real Estate Companies Retirement PlanContinental Real Estate Comp…$30MKrohn Clinic, Ltd. 401(k) Profit Sharing PlanKrohn Clinic, Ltd. 401(k) Pr…$30MHoffman Enterprises 401(k) Savings PlanHoffman Enterprises 401(k) S…$30M
End-of-year total assets ($M) among International Union of Operating Engineers Local 877 Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN043228497
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees I.U.O.E. Local 877 Annuity Fund)

Sponsor-wide plan assets over time

All Bd of Trustees I.U.O.E. Local 877 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.91804412883743% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $29.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 650 $24M
2023 1 671 $27M
2024 1 450 $30M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Union of Operating Engineers Local 877 Annuity Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants International Union of Operating Engineers Local 877 Annuity Fund, Total assets ($B): 0.029570298 · Participants: 450International Union of Operating Engineers Local 877 Annuity FundFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
International Union of Operating Engineers Local 877 Annuity Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare International Union of Operating Engineers Local 877 Annuity Fund side-by-side with 3 peers →

International Union of Operating Engineers Local 877 Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ipc International, Inc. Retirement Plan in IL ($30M); by covered participants it is Kneaders 401(k) Retirement Plan in UT (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 International Union of Operating Engineers Local 877 Annuity Fund assets move in 2024? ▼
International Union of Operating Engineers Local 877 Annuity Fund grew at a solid clip - up 11.1% during 2024, from $27M to $30M. Reported net income was $3M.
How have Bd of Trustees I.U.O.E. Local 877 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees I.U.O.E. Local 877 Annuity Fund's sponsor-wide assets grew 22.9%, from $24M to $30M.
Where does International Union of Operating Engineers Local 877 Annuity Fund rank by assets among Form 5500 filers? ▼
International Union of Operating Engineers Local 877 Annuity Fund ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to International Union of Operating Engineers Local 877 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Ipc International, Inc. Retirement Plan in IL ($30M, 104 participants).
Which 401(k) plans cover a similar participant headcount to International Union of Operating Engineers Local 877 Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Kneaders 401(k) Retirement Plan in UT (450 participants, N/A 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 043228497.

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.