Bd. of Trust. of Stationary Engineers Loc. 39 AnnuityMoney purchase plan
STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND · DUBLIN, CA · plan year 2024
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity reported $458,956 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,004 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other administrative & support services employers. By assets it is the 391st-largest of 9,483 plans among California employers on file, and the 72nd of 2,534 in administrative & support services.
Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 942787714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.