Other
2024 plan-year Other DOL Form 5500

MIDWEST OPERATING ENGINEERS PENSION TRUST FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND

This Other plan holds $6.0B in total assets and serves 13,118 participants as of 2024. It is sponsored by TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND in Illinois. The plan reported positive net income of $166M for the year.

Total Assets (2023)
$6.0B
Participants
13,118
State
Industry
Construction

What the Filing Says About MIDWEST OPERATING ENGINEERS PENSION TRUST FUND

MIDWEST OPERATING ENGINEERS PENSION TRUST FUND is a Other retirement plan sponsored by TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $6.0B in total end-of-year assets and covers 13,118 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366140097, and the plan has been effective since 1963-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5.8B at the beginning of 2024 to $6.0B at year-end — a gain of 3.3%. Net assets (after liabilities) closed the year at $5.8B, with reported net income of $166M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5.8B
Total Assets (End of Year)$6.0B
Net Assets (End of Year)$5.8B
Net Income$166M
Plan TypeOther
Employer EIN366140097
Plan Effective Date1963-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND)

Year Plans Participants Total Assets
2022 1 12,568 $5.4B
2023 1 12,949 $5.8B
2024 1 13,118 $6.0B

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MIDWEST OPERATING ENGINEERS PENSION TRUST FUND?
As of the 2024 Form 5500 filing, MIDWEST OPERATING ENGINEERS PENSION TRUST FUND holds $6.0B in total assets with 13,118 participants. It is sponsored by TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND.
What type of plan is MIDWEST OPERATING ENGINEERS PENSION TRUST FUND?
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND is a Other plan. It has been effective since 1963-04-01. The plan is filed with the U.S. Department of Labor under EIN 366140097.
Who sponsors the MIDWEST OPERATING ENGINEERS PENSION TRUST FUND?
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND is sponsored by TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND, located in Illinois. The sponsor's EIN is 366140097 and the plan operates in the Construction industry.
How did MIDWEST OPERATING ENGINEERS PENSION TRUST FUND perform in 2024?
MIDWEST OPERATING ENGINEERS PENSION TRUST FUND grew by 3.3% during 2024, moving from $5.8B to $6.0B in total assets. Net income was $166M.
Where can I find official filings for MIDWEST OPERATING ENGINEERS PENSION TRUST FUND?
Official Form 5500 filings for MIDWEST OPERATING ENGINEERS PENSION TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366140097 or plan name at efast.dol.gov.
How does MIDWEST OPERATING ENGINEERS PENSION TRUST FUND compare to other plans?
You can compare MIDWEST OPERATING ENGINEERS PENSION TRUST FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 366140097.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.