Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot of Iuoe Stationary Engineers Local 39 Pension Plan Pension Plan

Data updated 2026-07-24

$2.0B
Total assets: 5,166
Participants: 99th
Percentile by assets: $379,389
Avg per participant

Official DOL plan name: Iuoe Stationary Engineers Local 39 Pension Plan · Sponsored by Bot of Iuoe Stationary Engineers Local 39 Pension Plan · California · Administrative & Support Services

$2.0B in assets, 5,166 participants

Bot of Iuoe Stationary Engineers Local 39 Pension Plan's Iuoe Stationary Engineers Local 39 Pension Plan reported $2.0B in total assets and 5,166 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in California

Iuoe Stationary Engineers Local 39 Pension Plan covers 5,166 participants in California, 8.1x the typical California plan (state average ~637 per filing). Assets: $2.0B.

$2.0B
total plan assets (2024 EOY): 5,166
covered participants: 99th
percentile by assets (of 116,472 plans): $379,389
avg assets per participant

Iuoe Stationary Engineers Local 39 Pension Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
Iuoe Stationary Engineers Local 39 Pension Plan reported net income rose from $171M in the plan year 2023 filing to $176M in the plan year 2024 filing.
Iuoe Stationary Engineers Local 39 Pension Plan reported participants rose from 5,142 in the plan year 2023 filing to 5,166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Administrative & Support Services

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Iuoe Stationary Engineers Local 39 Pension Plan reports 5,166 participants - 8.1x that state average ($2.0B EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$1.8B
Net Assets (End of Year)	$1.9B
Net Income	$176M
Employer EIN	946118939
Plan Effective Date	1955-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bot of Iuoe Stationary Engineers Local 39 Pension Plan)

Total plan assets by year, all Bot of Iuoe Stationary Engineers Local 39 Pension Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	4,962	$1.6B
2023	1	5,142	$1.8B
2024	1	5,166	$2.0B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Iuoe Stationary Engineers Local 39 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Disney Salaried Pension Plan D $10.4B · 9,984

Compare Iuoe Stationary Engineers Local 39 Pensi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Iuoe Stationary Engineers Local 39 Pension Plan by total assets, not by location.

Genuine Parts Company Pension Plan (GA) $2.0B · 4,225
Mason Tenders' District Council Pension Fund (NY) $2.0B · 9,056
Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee (TN) $2.0B · 2,516
Pension Plan a for Employees of Consumer Energy Company (MI) $1.9B · 1,863

Frequently Asked Questions

How did Iuoe Stationary Engineers Local 39 Pension Plan assets move in 2024? ▼

Iuoe Stationary Engineers Local 39 Pension Plan grew at a solid clip - up 9.4% during 2024, from $1.8B to $2.0B. Reported net income was $176M.

How have Bot of Iuoe Stationary Engineers Local 39 Pension Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bot of Iuoe Stationary Engineers Local 39 Pension Plan's sponsor-wide assets grew 22.0%, from $1.6B to $2.0B.

Where does Iuoe Stationary Engineers Local 39 Pension Plan rank by assets among Form 5500 filers? ▼

Iuoe Stationary Engineers Local 39 Pension Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Iuoe Stationary Engineers Local 39 Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Genuine Parts Company Pension Plan in GA ($2.0B, 4,225 participants).

Next read for Iuoe Stationary Engineers Local 39 Pensi…

Filing takeaways

Ways to act on Iuoe Stationary Engineers Local 39 Pension Plan's numbers.

By total assets, Iuoe Stationary Engineers Local 39 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Bot of Iuoe Stationary Engineers Local 39 Pension Plan's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 946118939.

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.