Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Operating Engineers Local No. 147 Annuity Money Purchase Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 2,421
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $26,732
- Avg per participant Low balance/head
Official DOL plan name: Operating Engineers Local No. 147 Annuity Fund · Sponsored by Board of Trustees - Operating Engineers Local No. 147 Annuity · Virginia · Construction
$65M in assets, 2,421 participants
Board of Trustees - Operating Engineers Local No. 147 Annuity's Operating Engineers Local No. 147 Annuity Fund reported $65M in total assets and 2,421 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,680 in Construction (9,039 peers)
Coverage in Virginia
Operating Engineers Local No. 147 Annuity Fund covers 2,421 participants in Virginia, 3.1x the typical Virginia plan (state average ~782 per filing). Assets: $65M.
- #7,680
- in Construction (9,039 peers)
- +15.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Operating Engineers Local No. 147 Annuity Fund's outsized position by total assets
Operating Engineers Local No. 147 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,718,914 Top 13% higher than 87% 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 No. 147 Annuity 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 No. 147 Annuity Fund lands in the large band (2,421 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Operating Engineers Local No. 147 Annuity Fund reported participants rose from 707 in the plan year 2023 filing to 2,421 in the plan year 2024 filing.
- Operating Engineers Local No. 147 Annuity Fund end-of-year assets rose from $56M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Operating Engineers Local No. 147 Annuity Fund reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660598785 · Board of Trustees - Operating Engineers Local No. 147 Annuity PY 2024 · Money Purchase
Operating Engineers Local No. 147 Annuity Fund · $65M · 2,421 · 87th
- ASSETS $65M
- ASSETS 2,421
- ASSETS 87th
- ASSETS Money Purchase
- ASSETS near The Cleveland Glass & Glazing Industry Defined Contribution Plan
- ASSETS ind #7680
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 Virginia →
Operating Engineers Local No. 147 Annuity Fund in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $9M |
| Employer EIN | 660598785 |
| Plan Effective Date | 2001-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Operating Engineers Local No. 147 Annuity)
Sponsor-wide plan assets over time
All Board of Trustees - Operating Engineers Local No. 147 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 37.89492366859493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 978 | $47M |
| 2023 | 1 | 707 | $56M |
| 2024 | 1 | 2,421 | $65M |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
Operating Engineers Local No. 147 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is The Cleveland Glass & Glazing Industry Defined Contribution Plan in OH ($65M); by covered participants it is Iatse Local 127 Pension Plan in TX (2,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- The Cleveland Glass & Glazing Industry Defined Contribution Plan (OH) $65M · 1,256
- National Hockey League Officials Pension Plan () $65M · 33
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) $64M · 1,175
- West Virginia University Medical Corp. Charleston Division Retirement Plan (WV) $65M · 157
Similar participant headcount
Nearest other-state filings by covered participants (2,421 participants); asset peers above are excluded.
- Iatse Local 127 Pension Plan (TX) 2,402 · 19 off
- Annuity Fd of the Electrical Industry of Long Island (NY) 2,386 · 35 off
- Iron Workers Locals 40, 361 & 417 Annuity Fund (NY) 2,357 · 64 off
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,355 · 66 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.