Other · DOL Form 5500 · 2024
Board of Trustees Operating Engineers Local 520 Retirement Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 2,930
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $91,788
- Avg per participant Below avg balance/head
Official DOL plan name: Operating Engineers Local 520 Annuity Plan · Sponsored by Board of Trustees Operating Engineers Local 520 · Illinois · Construction
$269M in assets, 2,930 participants
Board of Trustees Operating Engineers Local 520's Operating Engineers Local 520 Annuity Plan reported $269M in total assets and 2,930 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,562 in Construction (9,039 peers)
Coverage in Illinois
Operating Engineers Local 520 Annuity Plan covers 2,930 participants in Illinois, 3.8x the typical Illinois plan (state average ~779 per filing). Assets: $269M.
- #8,562
- in Construction (9,039 peers)
- +13.1%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Operating Engineers Local 520 Annuity Plan's outsized position by total assets
Operating Engineers Local 520 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$268,938,252 Top 5% higher than 95% 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 520 Annuity Plan'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 520 Annuity Plan lands in the large band (2,930 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Operating Engineers Local 520 Annuity Plan end-of-year assets rose from $238M in the plan year 2023 filing to $269M in the plan year 2024 filing.
- Operating Engineers Local 520 Annuity Plan reported participants rose from 2,707 in the plan year 2023 filing to 2,930 in the plan year 2024 filing.
- Operating Engineers Local 520 Annuity Plan reported net income fell from $32M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371328217 · Board of Trustees Operating Engineers Local 520 PY 2024 · Other
Operating Engineers Local 520 Annuity Plan · $269M · 2,930 · 95th
- TYPE $269M
- TYPE 2,930
- TYPE 95th
- TYPE Other
- TYPE near Ellis Hospital Employees Defined Contribution Retirement Plan
- TYPE ind #8562
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 Illinois →
Operating Engineers Local 520 Annuity Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $238M |
|---|---|
| Net Assets (End of Year) | $269M |
| Net Income | $31M |
| Employer EIN | 371328217 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 520)
Sponsor-wide plan assets over time
All Board of Trustees Operating Engineers Local 520 plans reported in each filing year
- Latest sponsor-wide plan assets
- $269M 30.529403356431033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,609 | $206M |
| 2023 | 1 | 2,707 | $238M |
| 2024 | 1 | 2,930 | $269M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Operating Engineers Local 520 Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Ellis Hospital Employees Defined Contribution Retirement Plan in NY ($269M); by covered participants it is Upper Chesapeake Health 403(b) Savings Plan in MD (2,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $269M · 2,790
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) $269M · 1,384
- Concord Hospital 403(b) Plan (NH) $269M · 2,451
- Simmons University Retirement Plan (MA) $270M · 731
Similar participant headcount
Nearest other-state filings by covered participants (2,930 participants); asset peers above are excluded.
- Upper Chesapeake Health 403(b) Savings Plan (MD) 2,925 · 5 off
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) 2,956 · 26 off
- University of San Francisco Voluntary Retirement Plan (CA) 2,889 · 41 off
- Uva Community Health Retirement Plan (VA) 2,975 · 45 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.