Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Operating Engineers Local 649 Annuity Trust Fund Profit Sharing Plan
Data updated 2026-07-24
- $123M
- Total assets
- 1,225
- Participants
- 92nd
- Percentile by assets
- $100,525
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
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.
- $123M
- total plan assets (2024 EOY)
- 1,225
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $100,525
- avg assets per participant
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.
Operating Engineers Local 649 Annuity Trust Fund vs the 2024 asset distribution
By assets, Operating Engineers Local 649 Annuity Trust Fund outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
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)
| 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.
Operating Engineers Local 649 Annuity Trust Fund vs. nearby Profit Sharing plans in Illinois, assets vs. participants
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Midwest Operating Engineers Retirement Enhancement $758M · 16,506
- Structural Iron Workers Local #1 Annuity Plan $444M · 3,530
- Sidley Austin LLP Retirement Plan for Partners $435M · 638
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Operating Engineers Local 649 Annuity Trust Fund by total assets, not by location.
- Thompson Health 403(b) Plan (NY) $123M · 2,021
- Brooks Rehabilitation 403(b) Retirement Plan (FL) $123M · 957
- Houston Hospitals, Inc. Participatory Retirement Plan (GA) $124M · 2,401
- The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan (NY) $122M · 603
Frequently Asked Questions
How did Operating Engineers Local 649 Annuity Trust Fund assets move in 2024? ▼
How have Board of Trustees Operating Engineers Local 649 Annuity Trust Fund plan assets changed over time? ▼
Where does Operating Engineers Local 649 Annuity Trust Fund rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Operating Engineers Local 649 Annuity Trust Fund? ▼
Next read for Operating Engineers Local 649 Annuity Tr…
Scale reading
Ways to act on Operating Engineers Local 649 Annuity Trust Fund's numbers.
- By total assets, Operating Engineers Local 649 Annuity Trust Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- Board of Trustees Operating Engineers Local 649 Annuity Trust Fund's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Construction 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 371291915.
Read our methodology - how this data is sourced, computed, and verified.