Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARIZONA OPERATING ENGINEERS PENSION TRUST FUND
EIN 86-6025732constructionLatest filing 2025
Plans
2
Retirement
2
$328.5M assets
Welfare
0
Participants
9,580
2550 W UNION HILLS DR STE 290 - PHOENIX, AZ 850275198602-249-3582LinkedIn5001-10000 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $328.5M assets / 9,580 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND
OtherDC
Assets$313.5M
Participants8,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ARIZONA OPERATING ENGINEERS PENSION PLAN
TraditionalDB
Assets$15.0M
Participants1,395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND | OtherDC | $313.5M | 8,185 | 2024 | |
| 001 | ARIZONA OPERATING ENGINEERS PENSION PLAN | TraditionalDB | $15.0M | 1,395 | 2025 |
Retirement plans