Trustees of the International Union of Operating Engineers retirement plan: assets, participants and fees
What Trustees of the International Union of Operating Engineers' 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 | Stella Higgins | Schedule C ↗ |
| Independent auditor | Sackrider & Co., Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Trustees of the International Union of Operating Engineers: employer contribution per participant | $2,030 | |
| Peer median | $3,354 |
| Trustees of the International Union of Operating Engineers: average balance | $22,695 | |
| Peer median | $126,365 |
| Trustees of the International Union of Operating Engineers: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.06% |
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 $143M at the end of plan year 2023 to $160M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,071 | $160M | $14.4M | $2,030 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 6,630 | $143M | $11.8M | $1,783 | 0.76% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of the International Union of Operating Engineers match 401(k) contributions?
The match terms for the International Union of Operating Engineers Local 841 Qualified Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $14.4M in employer contributions, about $2,030 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the International Union of Operating Engineers 401(k) match vested?
The vesting schedule for the International Union of Operating Engineers Local 841 Qualified Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the International Union of Operating Engineers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stella Higgins. The plan administrator is Trustees of the International Union of Operating Engineers.
I left Trustees of the International Union of Operating Engineers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of the International Union of Operating Engineers, (812) 238-5533) or the recordkeeper, Stella Higgins. The Trustees of the International Union of Operating Engineers old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the International Union of Operating Engineers 401(k)
Data from the public Form 5500 annual reports Trustees of the International Union of Operating Engineers 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 Trustees of the International Union of Operating Engineers. Not financial advice. Report a correction · Methodology