Defined Benefit (Pension) · DOL Form 5500 · 2024

Ohio Operating Engineers Health & Welfare Plan Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
27
Participants Small participant base
61st
Percentile by assets National rank
$481,695
Avg per participant High balance/head
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Official DOL plan name: Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan · Sponsored by Ohio Operating Engineers Health & Welfare Plan · Ohio · Construction

$13M in assets, 27 participants

Ohio Operating Engineers Health & Welfare Plan's Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported $13M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,417 in Construction (9,039 peers)

Ohio Operating Engineers Health & Welfare Plan multi-year trail

Ohio Operating Engineers Health & Welfare Plan's plans moved +11.6% in assets from 2022 to 2024; this filing shows Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan at $13M / 27 participants.

#5,417
in Construction (9,039 peers)
+5.1%
assets growth YoY

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan's mid-pack asset rank among Construction and all filers

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan vs every filed plan by assets

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

$13,005,756 Top 39% higher than 61% 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

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported participants rose from 7 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan reported net income fell from $725K in the plan year 2023 filing to $628K in the plan year 2024 filing.
  • Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 314446857 · Ohio Operating Engineers Health & Welfare Plan PY 2024 · Defined Benefit (Pension)

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan · $13M · 27 · 61st

  • PCT $13M
  • EIN 27
  • RANK 61st
  • PHOTO Defined Benefit (Pension)
  • IND near Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan
  • EOY ind #5417

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 Ohio →

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan in the asset neighbourhood

Local 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MHorace Mann Pension Plan$13MShenango Incorporated Pension PlanShenango Incorporated Pensio…$13MOhio Operating Engineers Health & Welfare Staff Emps Pension PlanOhio Operating Engineers Hea…$13MStar Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension PlanStar Manufacturing Salaried …$13M
End-of-year total assets ($M) among Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio Operating Engineers Health & Welfare Plan multi-year asset trail

Sponsor-wide plan assets over time

All Ohio Operating Engineers Health & Welfare Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.618994981084663% vs 2022
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.7M $13M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 8 $12M
2023 1 7 $12M
2024 1 27 $13M

Ohio Operating Engineers Health & Welfare Plan filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$628K
Employer EIN314446857
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan, Total assets ($B): 0.013005756 · Participants: 27Ohio Operating Engineers Health & Welfare Staff Emps Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan in TN ($13M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (27 participants). Same-state nearby plans are listed separately above.

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 Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan assets move in 2024?
Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan grew at a solid clip - up 5.1% during 2024, from $12M to $13M. Reported net income was $628K.
How have Ohio Operating Engineers Health & Welfare Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohio Operating Engineers Health & Welfare Plan's sponsor-wide assets grew 11.6%, from $12M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan in TN ($13M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Operating Engineers Health & Welfare Staff Emps Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Beckley Water Company in WV (27 participants, $12M in assets).