Board of Trustees, Operating Engineers Annuity PlanMoney purchase plan
PENSION TRUST FUND FOR OPERATING ENGINEERS ANNUITY PLAN · ALAMEDA, CA · plan year 2025
Reported admin expense ratio · 2025
0.29%
Peer grade: D· admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees, Operating Engineers Annuity Plan reported $1,753,349 in plan administrative expenses for 2025: 0.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,771 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 fell from 0.37% to 0.29%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other construction employers. By assets it is the 197th-largest of 9,483 plans among California employers on file, and the 103rd of 5,337 in construction.
Plan summary
Net assets, end of year$654,135,366
Participants with balances28,957
Active participants24,150
Employer contributions$42,774,666
Employee contributions—
Employer contribution per active participant$1,771
Employer contributions to the Board of Trustees, Operating Engineers Annuity Plan plan · 2025
Employer contribution per active participant$1,771
Median for plans this size$4,295
2025$1,771 per active participant
2024$1,692 per active participant
2023$1,648 per active participant
2022$1,498 per active participant
Board of Trustees, Operating Engineers Annuity Plan's 2025 employer contribution ran below the $4,295 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.
What these fees cost you
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 20259
MULTI-PLAN SERVICES AGENCY, INC. · Recordkeeping$257,280
Source: U.S. Department of Labor, Form 5500 series, EIN 946090764 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.