Profit Sharing · DOL Form 5500 · 2024
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl Profit Sharing Plan
Data updated 2026-08-25
- $562M
- Total assets Above avg plan size
- 9,614
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $58,504
- Avg per participant Low balance/head
Official DOL plan name: International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware · Sponsored by International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl · Pennsylvania · Construction
$562M in assets, 9,614 participants
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl's International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported $562M in total assets and 9,614 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,798 in Construction (9,039 peers)
Coverage in Pennsylvania
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware covers 9,614 participants in Pennsylvania, 12x the typical Pennsylvania plan (state average ~822 per filing). Assets: $562M.
- #8,798
- in Construction (9,039 peers)
- +6.1%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware's outsized position by total assets
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$562,461,744 Top 3% higher than 97% 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
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware'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. International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware lands in the large band (9,614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported net income fell from $53M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware end-of-year assets rose from $530M in the plan year 2023 filing to $562M in the plan year 2024 filing.
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reported participants rose from 9,386 in the plan year 2023 filing to 9,614 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232352166 · International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl PY 2024 · Profit Sharing
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware · $562M · 9,614 · 97th
- VS-ST $562M
- BOY 9,614
- SCH 97th
- EBSA Profit Sharing
- PART near Multicare Health System Retirement Account Plan
- TYPE ind #8798
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 Pennsylvania →
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $530M |
|---|---|
| Net Assets (End of Year) | $562M |
| Net Income | $33M |
| Employer EIN | 232352166 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl)
Sponsor-wide plan assets over time
All International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl plans reported in each filing year
- Latest sponsor-wide plan assets
- $562M 18.005398154320396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,443 | $477M |
| 2023 | 1 | 9,386 | $530M |
| 2024 | 1 | 9,614 | $562M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Scale composition for International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware reports $562M in end-of-year assets across 9,614 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $58,504 per participant (42% of the national average assets-per-participant) . Net income for plan year 2024 was $33M.
This plan identity (EIN 232352166, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $477M to $562M (+18.0%) while covered participants moved from 9,443 to 9,614 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,443 | $477M | Open filing |
| 2023 | 9,386 | $530M | Open filing |
| 2024 · index core | 9,614 | $562M | This page |
International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Multicare Health System Retirement Account Plan in WA ($562M); by covered participants it is Textron Inc Retirement Account Plan in RI (9,563 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($562M here).
- Multicare Health System Retirement Account Plan (WA) $562M · 11,865
- Abbvie Puerto Rico Savings Plan (PR) $560M · 1,349
- Care New England 403(b) Match & Savings Plan (RI) $570M · 7,381
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B (NV) $545M · 4,775
Similar participant headcount
Nearest other-state filings by covered participants (9,614 participants); asset peers above are excluded.
- Textron Inc Retirement Account Plan (RI) 9,563 · 51 off
- The Research Foundation for the State University of New York Retirement Plan (NY) 9,758 · 144 off
- Annuity Fund of Operating Engineers Local 513 (MO) 9,100 · 514 off
- Aspirus, Inc. Retirement Plan (WI) 10,194 · 580 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.