International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl retirement plan: assets, participants and fees
What International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Novak (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 63 defined-contribution plans in construction with 10,000 to 49,999 participants.
| International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl: employer contribution per participant | $3,855 | |
| Peer median | $3,136 |
| International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl: average balance | $47,786 | |
| Peer median | $54,024 |
| International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.20% |
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 $529M at the end of plan year 2023 to $562M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,768 | $562M | $45.4M | $3,855 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 11,898 | $529M | $47M | $3,946 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl match 401(k) contributions?
The match terms for the International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware have not been published from its filing yet. The plan year 2024 filing reports $45.4M in employer contributions, about $3,855 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl 401(k) match vested?
The vesting schedule for the International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware is not in the data published so far. Your Summary Plan Description states it.
Who manages the International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl.
I left International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl, (215) 542-8211) or the recordkeeper, Empower Annuity Insurance Company. The International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl old 401(k) page lists the contacts from every plan filing. Find an old International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl 401(k)
Data from the public Form 5500 annual reports International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl 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 International Union of Operating Eng. Jt Annuity Fd of Eastern Pennsyl. Not financial advice. Report a correction · Methodology