Defined Benefit (Pension) · DOL Form 5500 · 2024

Operating Engineers Local No. 825 Pension Fund Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
5,422
Participants Above avg headcount
99th
Percentile by assets National rank
$220,272
Avg per participant Above avg balance/head
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Official DOL plan name: Operating Engineers Local No. 825 Pension Fund · Sponsored by Operating Engineers Local No. 825 Pension Fund · New Jersey · Construction

$1.2B in assets, 5,422 participants

Operating Engineers Local No. 825 Pension Fund's Operating Engineers Local No. 825 Pension Fund reported $1.2B in total assets and 5,422 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,923 in Construction (9,039 peers)

Coverage in New Jersey

Operating Engineers Local No. 825 Pension Fund covers 5,422 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $1.2B.

#8,923
in Construction (9,039 peers)
+7.4%
assets growth YoY
12×
vs typical plan assets (national mean)

Operating Engineers Local No. 825 Pension Fund's outsized position by total assets

Operating Engineers Local No. 825 Pension Fund vs every filed plan by assets

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

$1,194,312,654 Top 1% higher than 99% 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 No. 825 Pension 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. 825 Pension Fund lands in the large band (5,422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Operating Engineers Local No. 825 Pension Fund reported net income rose from $72M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Operating Engineers Local No. 825 Pension Fund end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
  • Operating Engineers Local No. 825 Pension Fund reported participants rose from 5,237 in the plan year 2023 filing to 5,422 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 226033380 · Operating Engineers Local No. 825 Pension Fund PY 2024 · Defined Benefit (Pension)

Operating Engineers Local No. 825 Pension Fund · $1.2B · 5,422 · 99th

  • PHOTO $1.2B
  • IND 5,422
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Willis-Knighton Medical Center Employees Retirement Plan
  • PCT ind #8923

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 New Jersey →

Operating Engineers Local No. 825 Pension Fund in the asset neighbourhood

Securian Financial Group, Inc. Retirement PlanSecurian Financial Group, In…$1.2BKellanova Pension Plan$1.2BCfg Pension Plan$1.2BOperating Engineers Local No. 825 Pension FundOperating Engineers Local No…$1.2BWillis-Knighton Medical Center Employees Retirement PlanWillis-Knighton Medical Cent…$1.2B
End-of-year total assets ($B) among Operating Engineers Local No. 825 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$82M
Employer EIN226033380
Plan Effective Date1955-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Operating Engineers Local No. 825 Pension Fund)

Sponsor-wide plan assets over time

All Operating Engineers Local No. 825 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 15.04755713434705% vs 2022
2024 filing year
$1B$1.05B$1.1B$1.15B$1.2B$1.25B 202220232024 $1.04B $1.19B ▲ +14.4%
Year Plans Participants Total Assets
2022 1 5,035 $1.0B
2023 1 5,237 $1.1B
2024 1 5,422 $1.2B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Operating Engineers Local No. 825 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0510152025 Total assets ($B) Participants Operating Engineers Local No. 825 Pension Fund, Total assets ($B): 1.194312654 · Participants: 5422Operating Engineers Local No. 825 Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Operating Engineers Local No. 825 Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Operating Engineers Local No. 825 Pension Fund side-by-side with 3 peers →

Scale composition for Operating Engineers Local No. 825 Pension Fund

Operating Engineers Local No. 825 Pension Fund reports $1.2B in end-of-year assets across 5,422 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $220,272 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2024 was $82M.

This plan identity (EIN 226033380, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.2B (+15.0%) while covered participants moved from 5,035 to 5,422 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,035 $1.0B Open filing
2023 5,237 $1.1B Open filing
2024 · index core 5,422 $1.2B This page

Operating Engineers Local No. 825 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Willis-Knighton Medical Center Employees Retirement Plan in LA ($1.2B); by covered participants it is Central Pennsylvania Teamsters Defined Benefit Plan in PA (5,424 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,422 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 No. 825 Pension Fund assets move in 2024? ▼
Operating Engineers Local No. 825 Pension Fund grew at a solid clip - up 7.4% during 2024, from $1.1B to $1.2B. Reported net income was $82M.
How have Operating Engineers Local No. 825 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Operating Engineers Local No. 825 Pension Fund's sponsor-wide assets grew 15.0%, from $1.0B to $1.2B.
Where does Operating Engineers Local No. 825 Pension Fund rank by assets among Form 5500 filers? ▼
Operating Engineers Local No. 825 Pension Fund ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Operating Engineers Local No. 825 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Willis-Knighton Medical Center Employees Retirement Plan in LA ($1.2B, 6,197 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Operating Engineers Local No. 825 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Pennsylvania Teamsters Defined Benefit Plan in PA (5,424 participants, $1.5B 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 226033380.

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.