Plan Ledger DOL Form 5500 · updated monthly

International Union of Operating Engineers Local 95, 95A, 950401(k)

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

International Union of Operating Engineers Local 95, 95A, 950 reported $42,993 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $143 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 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (2,217th of 3,651), and the 961st of 2,534 in administrative & support services. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,779,904
Participants with balances134
Active participants511
Employer contributions$72,981
Employee contributions$391,767
Employer contribution per active participant$143
Average account balance$80,447
Benefits paid to participants$642,028
Plan auditUnmodified (clean) audit opinion
AuditorDICLAUDIO & KRAMER. LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 134 accts · $73K emplr
2023$8.9M · 118 accts · $29K emplr
2022$7.7M · 124 accts · $32K emplr
Administrative expenses, itemized · 2024
Investment management$42,993
Total administrative$42,993
The International Union of Operating Engineers Local 95, 95A, 950 401(k) match · 2024
Employer contribution per active participant$143
Median for plans this size$1,313
2024$143 per active participant
2023$51 per active participant
2022$57 per active participant

International Union of Operating Engineers Local 95, 95A, 950's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERISERV WEALTH & CAPITAL MGMT · Recordkeeping · Custodial (securities)$42,993

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024AMERISERV WEALTH & CAPITAL MGMT
2023AMERISERV TRUST & FINANCIAL SERVICE

This plan has changed recordkeepers within these filings. If you left International Union of Operating Engineers Local 95, 95A, 950 before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,993 · 0.44%
2023$38,025 · 0.46%
2022$38,576 · 0.45%
Similar plansAdministrative & Support Services · Pennsylvania
Delta-T Group, Inc. PA$13.7M · 0.09%
Varischetti and Sons, Inc. PA$12.6M · 0.02%
Fjc Security Services, Inc. PA$11.4M · 1.20%
Diversified Care Management PA$10.1M · 0.17%
Intertech Security, LLC PA$8.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250568547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.