International Union of Operting Eng. Pen Fund of E.Pennsylvania and de retirement plan: assets, participants and fees
What International Union of Operting Eng. Pen Fund of E.Pennsylvania and de'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 | Nathan Smith | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 pension plans in construction with 5,000 to 9,999 participants.
| International Union of Operting Eng. Pen Fund of E.Pennsylvania and de: employer contribution per participant | $5,528 | |
| Peer median | $5,901 |
| International Union of Operting Eng. Pen Fund of E.Pennsylvania and de: average balance | $143,319 | |
| Peer median | $103,035 |
| International Union of Operting Eng. Pen Fund of E.Pennsylvania and de: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.52% |
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 $1B at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,393 | $1.1B | $40.9M | $5,528 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 7,413 | $1B | $44.6M | $6,011 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does International Union of Operting Eng. Pen Fund of E.Pennsylvania and de match 401(k) contributions?
The match terms for the International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware have not been published from its filing yet. The plan year 2024 filing reports $40.9M in employer contributions, about $5,528 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the International Union of Operting Eng. Pen Fund of E.Pennsylvania and de 401(k) match vested?
The vesting schedule for the International Union of Operating Engineers Pension 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 Operting Eng. Pen Fund of E.Pennsylvania and de 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nathan Smith. The plan administrator is International Union of Operting Eng. Pen Fund of E.Pennsylvania and de.
I left International Union of Operting Eng. Pen Fund of E.Pennsylvania and de. 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 Operting Eng. Pen Fund of E.Pennsylvania and de, (215) 542-8211) or the recordkeeper, Nathan Smith. The International Union of Operting Eng. Pen Fund of E.Pennsylvania and de old 401(k) page lists the contacts from every plan filing. Find an old International Union of Operting Eng. Pen Fund of E.Pennsylvania and de 401(k)
Data from the public Form 5500 annual reports International Union of Operting Eng. Pen Fund of E.Pennsylvania and de 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 Operting Eng. Pen Fund of E.Pennsylvania and de. Not financial advice. Report a correction · Methodology