Bd. of Trust. of Stationary Engineers Loc. 39 Annuity retirement plan: assets, participants and fees
What Bd. of Trust. of Stationary Engineers Loc. 39 Annuity's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Health Services & Benefit Administr | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 39 defined-contribution plans in administrative, support and waste management services with 5,000 to 9,999 participants.
| Bd. of Trust. of Stationary Engineers Loc. 39 Annuity: employer contribution per participant | $2,255 | |
| Peer median | $1,648 |
| Bd. of Trust. of Stationary Engineers Loc. 39 Annuity: average balance | $52,600 | |
| Peer median | $40,703 |
| Bd. of Trust. of Stationary Engineers Loc. 39 Annuity: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $282M at the end of plan year 2023 to $315M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,498 | $315M | $13.5M | $2,255 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 7,206 | $282M | $12.6M | $2,218 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Bd. of Trust. of Stationary Engineers Loc. 39 Annuity match 401(k) contributions?
The match terms for the Stationary Engineers Local 39 Annuity Trust Fund have not been published from its filing yet. The plan year 2024 filing reports $13.5M in employer contributions, about $2,255 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd. of Trust. of Stationary Engineers Loc. 39 Annuity 401(k) match vested?
The vesting schedule for the Stationary Engineers Local 39 Annuity Trust Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd. of Trust. of Stationary Engineers Loc. 39 Annuity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Health Services & Benefit Administr. The plan administrator is Bd. of Trust. of Stationary Engineers Loc. 39 Annuity.
I left Bd. of Trust. of Stationary Engineers Loc. 39 Annuity. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd. of Trust. of Stationary Engineers Loc. 39 Annuity, (925) 208-2280) or the recordkeeper, Health Services & Benefit Administr. The Bd. of Trust. of Stationary Engineers Loc. 39 Annuity old 401(k) page lists the contacts from every plan filing. Find an old Bd. of Trust. of Stationary Engineers Loc. 39 Annuity 401(k)
Data from the public Form 5500 annual reports Bd. of Trust. of Stationary Engineers Loc. 39 Annuity filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bd. of Trust. of Stationary Engineers Loc. 39 Annuity. Not financial advice. Report a correction · Methodology