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  2. BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLAN
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BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLAN

EIN 94-6090764-Construction-Latest filing 2025
Plans
2
Retirement
2
$6.06B assets
Welfare
0
Participants
74,531
1141 HARBOR BAY PKWY STE 100 - ALAMEDA, CA 94502510-671-8800
Plans on this EIN
2 filings
#001TraditionalDB-$5.40B - 45,574 part#002MoneyPurchase-$654.3M - 28,957 part

Retirement portfolio analytics

2 plans aggregated / $6.06B assets / 74,531 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • FOR OPERATING ENGINEERS (#001)89%
  • ENGINEERS ANNUITY PLAN (#002)11%
Total $6.06BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • MULTI-PLAN SERVICES AGENCY, INC.11%
Total $6.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR OPERATING ENGINEERS (#001)45,574
  • ENGINEERS ANNUITY PLAN (#002)28,957
Total 74,531Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENSION TRUST FUND FOR OPERATING ENGINEERS

TraditionalDB

Assets$5.40B
Participants45,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENSION TRUST FUND FOR OPERATING ENGINEERS ANNUITY PLAN

MoneyPurchase

Assets$654.3M
Participants28,957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENSION TRUST FUND FOR OPERATING ENGINEERSTraditionalDB$5.40B45,5742024
002PENSION TRUST FUND FOR OPERATING ENGINEERS ANNUITY PLANMoneyPurchase$654.3M28,9572025
Retirement plans
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