Profit Sharing · DOL Form 5500 · 2024

Trustees -Operating Engineers Local 139 Defined Contribution Annuity F Profit Sharing Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
8,450
Participants Very large workforce
86th
Percentile by assets National rank
$7,066
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Operating Engineers Local 139 Defined Contribution Annuity Fund · Sponsored by Trustees -Operating Engineers Local 139 Defined Contribution Annuity F · Wisconsin · Construction

$60M in assets, 8,450 participants

Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's Operating Engineers Local 139 Defined Contribution Annuity Fund reported $60M in total assets and 8,450 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,602 in Construction (9,039 peers)

Coverage in Wisconsin

Operating Engineers Local 139 Defined Contribution Annuity Fund covers 8,450 participants in Wisconsin, 15x the typical Wisconsin plan (state average ~563 per filing). Assets: $60M.

#7,602
in Construction (9,039 peers)
+75.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Operating Engineers Local 139 Defined Contribution Annuity Fund's outsized position by total assets

Operating Engineers Local 139 Defined Contribution Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$59,710,392 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 139 Defined Contribution 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 139 Defined Contribution Annuity Fund lands in the large band (8,450 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Operating Engineers Local 139 Defined Contribution Annuity Fund end-of-year assets rose from $34M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Operating Engineers Local 139 Defined Contribution Annuity Fund reported participants rose from 6,242 in the plan year 2023 filing to 8,450 in the plan year 2024 filing.
  • Operating Engineers Local 139 Defined Contribution Annuity Fund reported net income rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 866489984 · Trustees -Operating Engineers Local 139 Defined Contribution Annuity F PY 2024 · Profit Sharing

Operating Engineers Local 139 Defined Contribution Annuity Fund · $60M · 8,450 · 86th

  • EOY $60M
  • EOY 8,450
  • EOY 86th
  • EOY Profit Sharing
  • EOY near Indiana Laborers Defined Contribution Trust Fund
  • EOY ind #7602

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 Wisconsin →

Operating Engineers Local 139 Defined Contribution Annuity Fund in the asset neighbourhood

National Church Residences 3-4-5 401(a) Retirement PlanNational Church Residences 3…$60MHensel Phelps Hourly Retirement PlanHensel Phelps Hourly Retirem…$60MIndiana Laborers Defined Contribution Trust FundIndiana Laborers Defined Con…$60MOperating Engineers Local 139 Defined Contribution Annuity FundOperating Engineers Local 13…$60MThe Retirement Plan for Employees of Aurelia Osborn Fox Memorial HospitalThe Retirement Plan for Empl…$60M
End-of-year total assets ($M) among Operating Engineers Local 139 Defined Contribution Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$60M
Net Income$26M
Employer EIN866489984
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees -Operating Engineers Local 139 Defined Contribution Annuity F)

Sponsor-wide plan assets over time

All Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans reported in each filing year

Latest sponsor-wide plan assets
$60M 327.96426740430945% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $14M $59.7M ▲ +328.0%
Year Plans Participants Total Assets
2022 1 4,981 $14M
2023 1 6,242 $34M
2024 1 8,450 $60M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -0.500.511.5 Total assets ($B) Participants Operating Engineers Local 139 Defined Contribution Annuity Fund, Total assets ($B): 0.059710392 · Participants: 8450Operating Engineers Local 139 Defined Contribution Annuity FundThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Operating Engineers Local 139 Defined Contribution Annuity Fund vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Operating Engineers Local 139 Defined Contribution Annuity Fund side-by-side with 3 peers →

Scale composition for Operating Engineers Local 139 Defined Contribution Annuity Fund

Operating Engineers Local 139 Defined Contribution Annuity Fund reports $60M in end-of-year assets across 8,450 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $7,066 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $26M.

This plan identity (EIN 866489984, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14M to $60M (+328.0%) while covered participants moved from 4,981 to 8,450 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,981 $14M Open filing
2023 6,242 $34M Open filing
2024 · index core 8,450 $60M This page

Operating Engineers Local 139 Defined Contribution Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Indiana Laborers Defined Contribution Trust Fund in IN ($60M); by covered participants it is The Agma Retirement Plan in PA (8,463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,450 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Operating Engineers Local 139 Defined Contribution Annuity Fund assets move in 2024? ▼
Operating Engineers Local 139 Defined Contribution Annuity Fund surged - up 75.1% during 2024, from $34M to $60M. Reported net income was $26M.
How have Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets grew 328.0%, from $14M to $60M.
Where does Operating Engineers Local 139 Defined Contribution Annuity Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local 139 Defined Contribution Annuity Fund ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Operating Engineers Local 139 Defined Contribution Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Indiana Laborers Defined Contribution Trust Fund in IN ($60M, 15,644 participants).
Which Profit Sharing plans cover a similar participant headcount to Operating Engineers Local 139 Defined Contribution Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Agma Retirement Plan in PA (8,463 participants, $117M in assets).

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 866489984.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.