Defined Benefit (Pension) · DOL Form 5500 · 2024
Employers & Operating Engineers Local 520 Pension Fund Board of Truste Pension Plan
Data updated 2026-08-25
- $328M
- Total assets Above avg plan size
- 881
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $371,835
- Avg per participant High balance/head
Official DOL plan name: Employers & Operating Engineers Local 520 Pension Fund · Sponsored by Employers & Operating Engineers Local 520 Pension Fund Board of Truste · Illinois · Construction
$328M in assets, 881 participants
Employers & Operating Engineers Local 520 Pension Fund Board of Truste's Employers & Operating Engineers Local 520 Pension Fund reported $328M in total assets and 881 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,628 in Construction (9,039 peers)
Where Employers & Operating Engineers Local 520 Pension Fund sits by assets
Employers & Operating Engineers Local 520 Pension Fund sits in the top 5% of all filed plans by assets, $328M for 881 participants (~$371,835/participant), up 10.0% in 2024.
- #8,628
- in Construction (9,039 peers)
- +10.0%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Employers & Operating Engineers Local 520 Pension Fund's outsized position by total assets
Employers & Operating Engineers Local 520 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$327,586,402 Top 4% higher than 96% 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
Employers & Operating Engineers Local 520 Pension 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. Employers & Operating Engineers Local 520 Pension Fund sits mid-pack in the medium band (881 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employers & Operating Engineers Local 520 Pension Fund reported net income rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Employers & Operating Engineers Local 520 Pension Fund end-of-year assets rose from $298M in the plan year 2023 filing to $328M in the plan year 2024 filing.
- Employers & Operating Engineers Local 520 Pension Fund reported participants rose from 818 in the plan year 2023 filing to 881 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 376053929 · Employers & Operating Engineers Local 520 Pension Fund Board of Truste PY 2024 · Defined Benefit (Pension)
Employers & Operating Engineers Local 520 Pension Fund · $328M · 881 · 96th
- EBSA $328M
- EBSA 881
- EBSA 96th
- EBSA Defined Benefit (Pension)
- EBSA near Wisconsin Masons Pension Fund
- EBSA ind #8628
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 →
Employers & Operating Engineers Local 520 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $298M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $30M |
| Employer EIN | 376053929 |
| Plan Effective Date | 1963-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employers & Operating Engineers Local 520 Pension Fund Board of Truste)
Sponsor-wide plan assets over time
All Employers & Operating Engineers Local 520 Pension Fund Board of Truste plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 19.898568774034924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 830 | $273M |
| 2023 | 1 | 818 | $298M |
| 2024 | 1 | 881 | $328M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Employers & Operating Engineers Local 520 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Wisconsin Masons Pension Fund in WI ($327M); by covered participants it is Sedgwick Retirement Plan in TN (880 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328M here).
- Wisconsin Masons Pension Fund (WI) $327M · 1,051
- Masters, Mates & Pilots Pension Plan (MD) $328M · 640
- Fresenius Medical Care North America Retirement Plan (MA) $327M · 4,023
- Alaska Airlines, Inc. Retirement Plan for Salaried Employees (WA) $329M · 270
Similar participant headcount
Nearest other-state filings by covered participants (881 participants); asset peers above are excluded.
- Sedgwick Retirement Plan (TN) 880 · 1 off
- Amalgamated Sugar Company Hourly Retirement Plan (ID) 878 · 3 off
- The Sherwin-Williams Company Employees' Pension Plan (OH) 885 · 4 off
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) 876 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.