International Union of Operating Eng. Jt Annuity Fd of Eastern PennsylProfit-sharing plan
INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE · FORT WASHINGTON, PA · plan year 2024
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl reported $937,729 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,787 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 2 years on file its reported administrative ratio rose from 0.11% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 134th-largest of 3,651 plans among Pennsylvania employers on file, and the 122nd of 5,337 in construction.
International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl's 2024 employer contribution ran above the $4,294 median for plans its size. 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 232352166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.