Defined Benefit (Pension) · DOL Form 5500 · 2024

Bot of Iuoe Stationary Engineers Local 39 Pension Plan Pension Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
5,166
Participants Above avg headcount
99th
Percentile by assets National rank
$379,389
Avg per participant High balance/head
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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.

  • #4,359 in Administrative & Support Services (4,368 peers)

Coverage in California

Iuoe Stationary Engineers Local 39 Pension Plan covers 5,166 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $2.0B.

#4,359
in Administrative & Support Services (4,368 peers)
+9.4%
assets growth YoY
20×
vs typical plan assets (national mean)

Iuoe Stationary Engineers Local 39 Pension Plan's outsized position by total assets

Iuoe Stationary Engineers Local 39 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,959,921,603 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Iuoe Stationary Engineers Local 39 Pension 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. Iuoe Stationary Engineers Local 39 Pension Plan lands in the large band (5,166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 946118939 · Bot of Iuoe Stationary Engineers Local 39 Pension Plan PY 2024 · Defined Benefit (Pension)

Iuoe Stationary Engineers Local 39 Pension Plan · $2.0B · 5,166 · 99th

  • BOOK $2.0B
  • VS-ST 5,166
  • BOY 99th
  • SCH Defined Benefit (Pension)
  • EBSA near Genuine Parts Company Pension Plan
  • PART ind #4359

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 Administrative & Support Services retirement plans → · Plans in California →

Iuoe Stationary Engineers Local 39 Pension Plan in the asset neighbourhood

Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeRetirement Program Plan for …$2.0BIuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Lo…$2.0BGenuine Parts Company Pension PlanGenuine Parts Company Pensio…$2.0BMason Tenders' District Council Pension FundMason Tenders' District Coun…$2.0BPension Plan a for Employees of Consumer Energy CompanyPension Plan a for Employees…$1.9B
End-of-year total assets ($B) among Iuoe Stationary Engineers Local 39 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.9B
Net Income$176M
Employer EIN946118939
Plan Effective Date1955-06-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bot of Iuoe Stationary Engineers Local 39 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 22.017956062610857% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.61B $1.96B ▲ +21.7%
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 Scatter plot of 6 data points. -50000050000100000150000 010203040 Total assets ($B) Participants Iuoe Stationary Engineers Local 39 Pension Plan, Total assets ($B): 1.959921603 · Participants: 5166Iuoe Stationary Engineers Local 39 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Iuoe Stationary Engineers Local 39 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Iuoe Stationary Engineers Local 39 Pension Plan side-by-side with 3 peers →

Scale composition for Iuoe Stationary Engineers Local 39 Pension Plan

Iuoe Stationary Engineers Local 39 Pension Plan reports $2.0B in end-of-year assets across 5,166 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $379,389 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2024 was $176M.

This plan identity (EIN 946118939, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.0B (+22.0%) while covered participants moved from 4,962 to 5,166 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,962 $1.6B Open filing
2023 5,142 $1.8B Open filing
2024 · index core 5,166 $2.0B This page

Iuoe Stationary Engineers Local 39 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Genuine Parts Company Pension Plan in GA ($2.0B); by covered participants it is Southwire Company Hourly Pension Plan in GA (5,144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iuoe Stationary Engineers Local 39 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwire Company Hourly Pension Plan in GA (5,144 participants, $145M in assets).

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.