Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND
EIN 86-6025732constructionLatest filing 2024
Plans
2
Retirement
2
$330.2M assets
Welfare
0
Participants
9,658
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 / $330.2M assets / 9,658 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
OPERATING ENGINEERS LOCAL 428 PENSION TRUST
TraditionalDB
Assets$16.7M
Participants1,473
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 | OPERATING ENGINEERS LOCAL 428 PENSION TRUST | TraditionalDB | $16.7M | 1,473 | 2024 |
Retirement plans