Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund Profit Sharing Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 1,225
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $100,525
- Avg per participant Below avg balance/head
Official DOL plan name: Operating Engineers Local 649 Annuity Trust Fund · Sponsored by Board of Trustees Operating Engineers Local 649 Annuity Trust Fund · Illinois · Construction
$123M in assets, 1,225 participants
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's Operating Engineers Local 649 Annuity Trust Fund reported $123M in total assets and 1,225 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,162 in Construction (9,039 peers)
Where Operating Engineers Local 649 Annuity Trust Fund sits by assets
Operating Engineers Local 649 Annuity Trust Fund sits in the top 10% of all filed plans by assets, $123M for 1,225 participants (~$100,525/participant), up 8.5% in 2024.
- #8,162
- in Construction (9,039 peers)
- +8.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Operating Engineers Local 649 Annuity Trust Fund's outsized position by total assets
Operating Engineers Local 649 Annuity Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$123,142,815 Top 8% higher than 92% 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
Operating Engineers Local 649 Annuity Trust Fund'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. Operating Engineers Local 649 Annuity Trust Fund lands in the large band (1,225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Operating Engineers Local 649 Annuity Trust Fund end-of-year assets rose from $113M in the plan year 2023 filing to $123M in the plan year 2024 filing.
- Operating Engineers Local 649 Annuity Trust Fund reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Operating Engineers Local 649 Annuity Trust Fund reported participants rose from 1,214 in the plan year 2023 filing to 1,225 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371291915 · Board of Trustees Operating Engineers Local 649 Annuity Trust Fund PY 2024 · Profit Sharing
Operating Engineers Local 649 Annuity Trust Fund · $123M · 1,225 · 92nd
- PCT $123M
- EIN 1,225
- RANK 92nd
- PHOTO Profit Sharing
- IND near Thompson Health 403(b) Plan
- EOY ind #8162
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 →
Operating Engineers Local 649 Annuity Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $10M |
| Employer EIN | 371291915 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Operating Engineers Local 649 Annuity Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees Operating Engineers Local 649 Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 18.86692563053365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,150 | $104M |
| 2023 | 1 | 1,214 | $113M |
| 2024 | 1 | 1,225 | $123M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Operating Engineers Local 649 Annuity Trust Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Thompson Health 403(b) Plan in NY ($123M); by covered participants it is Brown Physicians, Inc. 401(a) Plan in RI (1,225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Thompson Health 403(b) Plan (NY) $123M · 2,021
- Brooks Rehabilitation 403(b) Retirement Plan (FL) $123M · 957
- Kipp DC Retirement Plan (DC) $123M · 1,310
- Houston Hospitals, Inc. Participatory Retirement Plan (GA) $124M · 2,401
Similar participant headcount
Nearest other-state filings by covered participants (1,225 participants); asset peers above are excluded.
- Brown Physicians, Inc. 401(a) Plan (RI) 1,225 · 0 off
- Sullivan Companies Retirement Trust (MA) 1,224 · 1 off
- Teamsters Local 25 Investment Plan (MA) 1,222 · 3 off
- Ons Savings Plan (CT) 1,230 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.