Defined Benefit (Pension) · DOL Form 5500 · 2024
Operating Engineers Local No. 825 Pension Fund Pension Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,422
- Participants
- 99th
- Percentile by assets
- $220,272
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.2B
- total plan assets (2024 EOY)
- 5,422
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $220,272
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Operating Engineers Local No. 825 Pension Fund reports 5,422 participants - 6.4x that state average ($1.2B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $82M |
| Employer EIN | 226033380 |
| Plan Effective Date | 1955-11-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Operating Engineers Local No. 825 Pension Fund)
| 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
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
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 |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Operating Engineers Local No. 825 Pension Fund by total assets, not by location.
- Willis-Knighton Medical Center Employees Retirement Plan (LA) $1.2B · 6,197
- Securian Financial Group, Inc. Retirement Plan (MN) $1.2B · 2,647
- Kellanova Pension Plan (IL) $1.2B · 2,765
- Cfg Pension Plan (RI) $1.2B · 2,962
Frequently Asked Questions
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Filing takeaways
Ways to act on Operating Engineers Local No. 825 Pension Fund's numbers.
- By total assets, Operating Engineers Local No. 825 Pension Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Operating Engineers Local No. 825 Pension Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Construction plans