Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$60M
Total assets: 8,450
Participants: 86th
Percentile by assets: $7,066
Avg per participant

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.

86th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Operating Engineers Local 139 Defined Contribution Annuity Fund covers 8,450 participants in Wisconsin, 15x the typical Wisconsin plan (state average ~565 per filing). Assets: $60M.

$60M
total plan assets (2024 EOY): 8,450
covered participants: 86th
percentile by assets (of 116,472 plans): $7,066
avg assets per participant

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 →

State

Wisconsin

Industry

Construction

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Operating Engineers Local 139 Defined Contribution Annuity Fund reports 8,450 participants - 15x that state average ($60M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$60M
Net Income	$26M
Employer EIN	866489984
Plan Effective Date	2020-11-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees -Operating Engineers Local 139 Defined Contribution Annuity F plans on file

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

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Operating Engineers Local 139 Defined Co… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Operating Engineers Local 139 Defined Contribution Annuity Fund by total assets, not by location.

Indiana Laborers Defined Contribution Trust Fund (IN) $60M · 15,644
Hensel Phelps Hourly Retirement Plan (CO) $60M · 656
The Retirement Plan for Employees of Aurelia Osborn Fox Memorial Hospital (NY) $60M · 518
National Church Residences 3-4-5 401(a) Retirement Plan (OH) $60M · 2,241

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 116,472 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).

Next read for Operating Engineers Local 139 Defined Co…

Filing takeaways

Ways to act on Operating Engineers Local 139 Defined Contribution Annuity Fund's numbers.

By total assets, Operating Engineers Local 139 Defined Contribution Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's sponsor-wide assets have grown 328.0% since 2022 across 3 plan years on file. More Construction 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 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.