Other · DOL Form 5500 · 2024
Board of Trustees Operating Engineers Local 520 Retirement Plan
Data updated 2026-08-11
- $269M
- Total assets
- 2,930
- Participants
- 95th
- Percentile by assets
- $91,788
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $269M
- total plan assets (2024 EOY)
- 2,930
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $91,788
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Operating Engineers Local 520 Annuity Plan reports 2,930 participants - 3.8x that state average ($269M EOY assets).
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)
| 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.
Operating Engineers Local 520 Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Operating Engineers Local 520 Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Operating Engineers Local 520 Annuity Plan assets move in 2024? ▼
How have Board of Trustees Operating Engineers Local 520 plan assets changed over time? ▼
Where does Operating Engineers Local 520 Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Operating Engineers Local 520 Annuity Plan's numbers.
- By total assets, Operating Engineers Local 520 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 Other plans in Illinois. Compare plans
- Board of Trustees Operating Engineers Local 520's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Construction plans