Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Annuity Fund of Operating Engineers Local 513 Profit Sharing Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 9,100
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $35,513
- Avg per participant Low balance/head
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.
- #7,644 in Other Services (7,719 peers)
Coverage in Missouri
Annuity Fund of Operating Engineers Local 513 covers 9,100 participants in Missouri, 12x the typical Missouri plan (state average ~737 per filing). Assets: $323M.
- #7,644
- in Other Services (7,719 peers)
- +8.5%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Annuity Fund of Operating Engineers Local 513's outsized position by total assets
Annuity Fund of Operating Engineers Local 513 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$323,168,728 Top 4% higher than 96% 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
Annuity Fund of Operating Engineers Local 513'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. Annuity Fund of Operating Engineers Local 513 lands in the large band (9,100 participants).
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.
EBSA filing schedule strip
Filing strip 431712261 · Board of Trustees of Annuity Fund of Operating Engineers Local 513 PY 2024 · Profit Sharing
Annuity Fund of Operating Engineers Local 513 · $323M · 9,100 · 96th
- PHOTO $323M
- PHOTO 9,100
- PHOTO 96th
- PHOTO Profit Sharing
- PHOTO near American Institutes for Research Tax Deferred Annuity Plan
- PHOTO ind #7644
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 Other Services retirement plans → · Plans in Missouri →
Annuity Fund of Operating Engineers Local 513 in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Annuity Fund of Operating Engineers Local 513 plans reported in each filing year
- Latest sponsor-wide plan assets
- $323M 16.463177302693694% vs 2022
- 2024 filing year
| 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.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- 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
Scale composition for Annuity Fund of Operating Engineers Local 513
Annuity Fund of Operating Engineers Local 513 reports $323M in end-of-year assets across 9,100 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $35,513 per participant (26% of the national average assets-per-participant) . Net income for plan year 2024 was $27M.
This plan identity (EIN 431712261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $277M to $323M (+16.5%) while covered participants moved from 8,519 to 9,100 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,519 | $277M | Open filing |
| 2023 | 8,814 | $298M | Open filing |
| 2024 · index core | 9,100 | $323M | This page |
Annuity Fund of Operating Engineers Local 513's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is American Institutes for Research Tax Deferred Annuity Plan in VA ($323M); by covered participants it is National Roofing Industry Supplemental Pension Plan in MN (9,009 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,100 participants); asset peers above are excluded.
- National Roofing Industry Supplemental Pension Plan (MN) 9,009 · 91 off
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 8,936 · 164 off
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan (NJ) 8,865 · 235 off
- Allina 403(b) Retirement Savings Plan (MN) 8,757 · 343 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.