Plan Ledger DOL Form 5500 · updated monthly

Int'l Union of Operating EngineersProfit-sharing plan

INTERNATIONAL UNION OF OPERATING ENGINEERS STAFF RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Int'l Union of Operating Engineers reported $24,164 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,474 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in District of Columbia (417th of 618), and the 1,526th of 3,341 in other services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,461,852
Participants with balances142
Active participants119
Employer contributions$532,365
Employee contributions$434,869
Employer contribution per active participant$4,474
Average account balance$80,717
Benefits paid to participants$629,502
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 142 accts · $532K emplr
2023$9.9M · 143 accts · $550K emplr
2022$8.2M · 146 accts · $515K emplr
Employer contributions to the Int'l Union of Operating Engineers plan · 2024
Employer contribution per active participant$4,474
Median for plans this size$2,416
2024$4,474 per active participant
2023$4,505 per active participant
2022$4,289 per active participant

Int'l Union of Operating Engineers's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$24,164 · 0.23%
2023Not separately reported
2022Not separately reported
Similar plansOther Services · District of Columbia
Family Research Council DC$12.5M · 0.61%
Community of Hope, Inc. DC$11.2M · 0.66%
Parking Management, Inc. DC$10.4M · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 477233650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.