Bot of IUOE Stationary Engineers Local 39 Pension Plan retirement plan: assets, participants and fees
What Bot of IUOE Stationary Engineers Local 39 Pension Plan'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 | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 28 pension plans with 10,000 to 49,999 participants.
| Bot of IUOE Stationary Engineers Local 39 Pension Plan: employer contribution per participant | $11,604 | |
| Peer median | $2,653 |
| Bot of IUOE Stationary Engineers Local 39 Pension Plan: average balance | $177,837 | |
| Peer median | $58,689 |
| Bot of IUOE Stationary Engineers Local 39 Pension Plan: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.44% |
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 $1.8B at the end of plan year 2023 to $1.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,962 | $1.9B | $127M | $11,604 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 10,346 | $1.8B | $117M | $11,307 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does Bot of IUOE Stationary Engineers Local 39 Pension Plan match 401(k) contributions?
The match terms for the Iuoe Stationary Engineers Local 39 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $127M in employer contributions, about $11,604 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bot of IUOE Stationary Engineers Local 39 Pension Plan 401(k) match vested?
The vesting schedule for the Iuoe Stationary Engineers Local 39 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bot of IUOE Stationary Engineers Local 39 Pension Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Health Services & Benefit Administr. The plan administrator is Bot of Iuoe Stationary Engineers Local 39 Pension Plan.
I left Bot of IUOE Stationary Engineers Local 39 Pension Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bot of Iuoe Stationary Engineers Local 39 Pension Plan, (925) 208-2280) or the recordkeeper, Health Services & Benefit Administr. The Bot of IUOE Stationary Engineers Local 39 Pension Plan old 401(k) page lists the contacts from every plan filing. Find an old Bot of IUOE Stationary Engineers Local 39 Pension Plan 401(k)
Data from the public Form 5500 annual reports Bot of IUOE Stationary Engineers Local 39 Pension Plan 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 Bot of IUOE Stationary Engineers Local 39 Pension Plan. Not financial advice. Report a correction · Methodology