Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan
Data updated 2026-07-24
- $323M
- Total assets
- 9,100
- Participants
- 96th
- Percentile by assets
- $35,513
- Avg per participant
Official DOL plan name: Annuity Fund of Operating Engineers Local 513 · Sponsored by Board of Trustees of Annuity Fund of Operating Engineers Local 513 · Missouri · Other Services
$323M in assets, 9,100 participants
Board of Trustees of Annuity Fund of Operating Engineers Local 513's Annuity Fund of Operating Engineers Local 513 reported $323M in total assets and 9,100 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Coverage in Missouri
Annuity Fund of Operating Engineers Local 513 covers 9,100 participants in Missouri, 12x the typical Missouri plan (state average ~756 per filing). Assets: $323M.
- $323M
- total plan assets (2024 EOY)
- 9,100
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $35,513
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Fund of Operating Engineers Local 513 reported net income rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Annuity Fund of Operating Engineers Local 513 end-of-year assets rose from $298M in the plan year 2023 filing to $323M in the plan year 2024 filing.
- Annuity Fund of Operating Engineers Local 513 reported participants rose from 8,814 in the plan year 2023 filing to 9,100 in the plan year 2024 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Annuity Fund of Operating Engineers Local 513 reports 9,100 participants - 12x that state average ($323M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $298M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | $27M |
| Employer EIN | 431712261 |
| Plan Effective Date | 1995-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Annuity Fund of Operating Engineers Local 513)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,519 | $277M |
| 2023 | 1 | 8,814 | $298M |
| 2024 | 1 | 9,100 | $323M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Annuity Fund of Operating Engineers Local 513 vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- Boilermakers National Annuity Trust $1.3B · 18,034
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
- IBEW-NECA Retirement Plan $213M · 632
- Alberici Companies Retirement Plan $182M · 415
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annuity Fund of Operating Engineers Local 513 by total assets, not by location.
- American Institutes for Research Tax Deferred Annuity Plan (VA) $323M · 1,608
- Brown Physicians, Inc. 401(a) Plan (RI) $326M · 1,225
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) $332M · 1,144
- Pacific Coast Building Products, Inc. Profit Sharing Retirement Plan (CA) $313M · 2,541
Frequently Asked Questions
How did Annuity Fund of Operating Engineers Local 513 assets move in 2024? ▼
How have Board of Trustees of Annuity Fund of Operating Engineers Local 513 plan assets changed over time? ▼
Where does Annuity Fund of Operating Engineers Local 513 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annuity Fund of Operating Engineers Local 513? ▼
Next read for Annuity Fund of Operating Engineers Loca…
Filing takeaways
Ways to act on Annuity Fund of Operating Engineers Local 513's numbers.
- By total assets, Annuity Fund of Operating Engineers Local 513 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Board of Trustees of Annuity Fund of Operating Engineers Local 513's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Other 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 431712261.
Read our methodology - how this data is sourced, computed, and verified.