Operating Engineers Local No. 825 Welfare Fund
Plan context: Operating Engineers Local 825 Welfare Fund
EIN 22-6033381 • 34 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
5,721
2023 Assets
$320,894,991
2023 Contributions
$194,577,847
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 5,721 | $320,894,991 | $194,577,847 | $34,011iApproximate average salary by contribution assumption: employee only about $850,279 at 4% or $566,853 at 6%; with 50% employer match about $566,853 at 4% or $377,902 at 6%; with 100% employer match about $425,140 at 4% or $283,426 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,721 | $320,894,991 | $194,577,847 | $34,011iApproximate average salary by contribution assumption: employee only about $850,279 at 4% or $566,853 at 6%; with 50% employer match about $566,853 at 4% or $377,902 at 6%; with 100% employer match about $425,140 at 4% or $283,426 at 6%. |
| 2022 | 2 | 5,624 | $296,330,600 | $182,995,824 | $32,538iApproximate average salary by contribution assumption: employee only about $813,459 at 4% or $542,306 at 6%; with 50% employer match about $542,306 at 4% or $361,538 at 6%; with 100% employer match about $406,730 at 4% or $271,153 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,624 | $296,330,600 | $161,300,002 | $28,681iApproximate average salary by contribution assumption: employee only about $717,016 at 4% or $478,011 at 6%; with 50% employer match about $478,011 at 4% or $318,674 at 6%; with 100% employer match about $358,508 at 4% or $239,005 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | - | $21,695,822 | - |
| 2021 | 2 | 5,551 | $280,430,999 | $168,679,548 | $30,387iApproximate average salary by contribution assumption: employee only about $759,681 at 4% or $506,454 at 6%; with 50% employer match about $506,454 at 4% or $337,636 at 6%; with 100% employer match about $379,840 at 4% or $253,227 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,551 | $279,187,655 | $145,849,352 | $26,274iApproximate average salary by contribution assumption: employee only about $656,861 at 4% or $437,907 at 6%; with 50% employer match about $437,907 at 4% or $291,938 at 6%; with 100% employer match about $328,430 at 4% or $218,954 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $1,243,344 | $22,830,196 | - |
| 2020 | 2 | 5,528 | $282,866,535 | $160,969,498 | $29,119iApproximate average salary by contribution assumption: employee only about $727,973 at 4% or $485,316 at 6%; with 50% employer match about $485,316 at 4% or $323,544 at 6%; with 100% employer match about $363,987 at 4% or $242,658 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,528 | $282,238,034 | $140,679,866 | $25,449iApproximate average salary by contribution assumption: employee only about $636,215 at 4% or $424,143 at 6%; with 50% employer match about $424,143 at 4% or $282,762 at 6%; with 100% employer match about $318,108 at 4% or $212,072 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $628,501 | $20,289,632 | - |
| 2019 | 2 | 5,472 | $270,585,600 | $164,419,749 | $30,047iApproximate average salary by contribution assumption: employee only about $751,187 at 4% or $500,791 at 6%; with 50% employer match about $500,791 at 4% or $333,861 at 6%; with 100% employer match about $375,593 at 4% or $250,396 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,472 | $270,296,501 | $144,761,511 | $26,455iApproximate average salary by contribution assumption: employee only about $661,374 at 4% or $440,916 at 6%; with 50% employer match about $440,916 at 4% or $293,944 at 6%; with 100% employer match about $330,687 at 4% or $220,458 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $289,099 | $19,658,238 | - |
| 2018 | 2 | 5,458 | $237,440,657 | $156,516,976 | $28,677iApproximate average salary by contribution assumption: employee only about $716,915 at 4% or $477,944 at 6%; with 50% employer match about $477,944 at 4% or $318,629 at 6%; with 100% employer match about $358,458 at 4% or $238,972 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,458 | $236,463,536 | $137,190,623 | $25,136iApproximate average salary by contribution assumption: employee only about $628,392 at 4% or $418,928 at 6%; with 50% employer match about $418,928 at 4% or $279,285 at 6%; with 100% employer match about $314,196 at 4% or $209,464 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $977,121 | $19,326,353 | - |
| 2017 | 2 | 5,493 | $209,112,306 | $149,024,970 | $27,130iApproximate average salary by contribution assumption: employee only about $678,249 at 4% or $452,166 at 6%; with 50% employer match about $452,166 at 4% or $301,444 at 6%; with 100% employer match about $339,125 at 4% or $226,083 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,493 | $208,260,306 | $131,175,398 | $23,880iApproximate average salary by contribution assumption: employee only about $597,012 at 4% or $398,008 at 6%; with 50% employer match about $398,008 at 4% or $265,339 at 6%; with 100% employer match about $298,506 at 4% or $199,004 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $852,000 | $17,849,572 | - |
| 2016 | 2 | 5,237 | $191,870,512 | $135,786,779 | $25,928iApproximate average salary by contribution assumption: employee only about $648,209 at 4% or $432,139 at 6%; with 50% employer match about $432,139 at 4% or $288,093 at 6%; with 100% employer match about $324,104 at 4% or $216,070 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,237 | $190,931,512 | $121,906,480 | $23,278iApproximate average salary by contribution assumption: employee only about $581,948 at 4% or $387,965 at 6%; with 50% employer match about $387,965 at 4% or $258,644 at 6%; with 100% employer match about $290,974 at 4% or $193,983 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $939,000 | $13,880,299 | - |
| 2015 | 2 | 6,590 | $174,048,705 | $130,615,875 | $19,820iApproximate average salary by contribution assumption: employee only about $495,508 at 4% or $330,339 at 6%; with 50% employer match about $330,339 at 4% or $220,226 at 6%; with 100% employer match about $247,754 at 4% or $165,169 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 6,590 | $170,914,705 | $111,748,315 | $16,957iApproximate average salary by contribution assumption: employee only about $423,931 at 4% or $282,621 at 6%; with 50% employer match about $282,621 at 4% or $188,414 at 6%; with 100% employer match about $211,966 at 4% or $141,310 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $3,134,000 | $18,867,560 | - |
| 2014 | 2 | 6,298 | $143,979,540 | $116,075,181 | $18,430iApproximate average salary by contribution assumption: employee only about $460,762 at 4% or $307,175 at 6%; with 50% employer match about $307,175 at 4% or $204,783 at 6%; with 100% employer match about $230,381 at 4% or $153,587 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 6,298 | $141,545,540 | $98,343,011 | $15,615iApproximate average salary by contribution assumption: employee only about $390,374 at 4% or $260,249 at 6%; with 50% employer match about $260,249 at 4% or $173,500 at 6%; with 100% employer match about $195,187 at 4% or $130,125 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | $2,434,000 | $17,732,170 | - |
| 2013 | 2 | 6,030 | $128,178,526 | $113,334,539 | $18,795iApproximate average salary by contribution assumption: employee only about $469,878 at 4% or $313,252 at 6%; with 50% employer match about $313,252 at 4% or $208,835 at 6%; with 100% employer match about $234,939 at 4% or $156,626 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 6,030 | $128,178,526 | $96,809,562 | $16,055iApproximate average salary by contribution assumption: employee only about $401,366 at 4% or $267,578 at 6%; with 50% employer match about $267,578 at 4% or $178,385 at 6%; with 100% employer match about $200,683 at 4% or $133,789 at 6%. |
| Operating Engineers Local 825 Retiree Welfare Fund | - | - | - | $16,524,977 | - |
| 2012 | 1 | 5,696 | $104,684,826 | $104,103,844 | $18,277iApproximate average salary by contribution assumption: employee only about $456,916 at 4% or $304,611 at 6%; with 50% employer match about $304,611 at 4% or $203,074 at 6%; with 100% employer match about $228,458 at 4% or $152,305 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,696 | $104,684,826 | $104,103,844 | $18,277iApproximate average salary by contribution assumption: employee only about $456,916 at 4% or $304,611 at 6%; with 50% employer match about $304,611 at 4% or $203,074 at 6%; with 100% employer match about $228,458 at 4% or $152,305 at 6%. |
| 2011 | 1 | 5,681 | $81,406,648 | $96,666,667 | $17,016iApproximate average salary by contribution assumption: employee only about $425,395 at 4% or $283,596 at 6%; with 50% employer match about $283,596 at 4% or $189,064 at 6%; with 100% employer match about $212,697 at 4% or $141,798 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,681 | $81,406,648 | $96,666,667 | $17,016iApproximate average salary by contribution assumption: employee only about $425,395 at 4% or $283,596 at 6%; with 50% employer match about $283,596 at 4% or $189,064 at 6%; with 100% employer match about $212,697 at 4% or $141,798 at 6%. |
| 2010 | 1 | 5,364 | $62,951,600 | $83,891,954 | $15,640iApproximate average salary by contribution assumption: employee only about $390,995 at 4% or $260,664 at 6%; with 50% employer match about $260,664 at 4% or $173,776 at 6%; with 100% employer match about $195,498 at 4% or $130,332 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,364 | $62,951,600 | $83,891,954 | $15,640iApproximate average salary by contribution assumption: employee only about $390,995 at 4% or $260,664 at 6%; with 50% employer match about $260,664 at 4% or $173,776 at 6%; with 100% employer match about $195,498 at 4% or $130,332 at 6%. |
| 2009 | 1 | 5,609 | $67,092,472 | $66,359,451 | $11,831iApproximate average salary by contribution assumption: employee only about $295,772 at 4% or $197,181 at 6%; with 50% employer match about $197,181 at 4% or $131,454 at 6%; with 100% employer match about $147,886 at 4% or $98,591 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,609 | $67,092,472 | $66,359,451 | $11,831iApproximate average salary by contribution assumption: employee only about $295,772 at 4% or $197,181 at 6%; with 50% employer match about $197,181 at 4% or $131,454 at 6%; with 100% employer match about $147,886 at 4% or $98,591 at 6%. |
| 2008 | 1 | 5,983 | $66,178,799 | $75,436,268 | $12,608iApproximate average salary by contribution assumption: employee only about $315,211 at 4% or $210,141 at 6%; with 50% employer match about $210,141 at 4% or $140,094 at 6%; with 100% employer match about $157,605 at 4% or $105,070 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,983 | $66,178,799 | $75,436,268 | $12,608iApproximate average salary by contribution assumption: employee only about $315,211 at 4% or $210,141 at 6%; with 50% employer match about $210,141 at 4% or $140,094 at 6%; with 100% employer match about $157,605 at 4% or $105,070 at 6%. |
| 2007 | 1 | 6,228 | $0 | $0 | - |
| Operating Engineers Local 825 Welfare Fund | - | 6,228 | - | - | - |
| 2006 | 1 | 6,223 | $72,330,395 | $74,235,450 | $11,929iApproximate average salary by contribution assumption: employee only about $298,230 at 4% or $198,820 at 6%; with 50% employer match about $198,820 at 4% or $132,547 at 6%; with 100% employer match about $149,115 at 4% or $99,410 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 6,223 | $72,330,395 | $74,235,450 | $11,929iApproximate average salary by contribution assumption: employee only about $298,230 at 4% or $198,820 at 6%; with 50% employer match about $198,820 at 4% or $132,547 at 6%; with 100% employer match about $149,115 at 4% or $99,410 at 6%. |
| 2005 | 1 | 6,158 | $65,073,252 | $71,223,542 | $11,566iApproximate average salary by contribution assumption: employee only about $289,150 at 4% or $192,767 at 6%; with 50% employer match about $192,767 at 4% or $128,511 at 6%; with 100% employer match about $144,575 at 4% or $96,383 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 6,158 | $65,073,252 | $71,223,542 | $11,566iApproximate average salary by contribution assumption: employee only about $289,150 at 4% or $192,767 at 6%; with 50% employer match about $192,767 at 4% or $128,511 at 6%; with 100% employer match about $144,575 at 4% or $96,383 at 6%. |
| 2004 | 1 | 5,526 | $59,946,100 | $65,438,958 | $11,842iApproximate average salary by contribution assumption: employee only about $296,050 at 4% or $197,367 at 6%; with 50% employer match about $197,367 at 4% or $131,578 at 6%; with 100% employer match about $148,025 at 4% or $98,683 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,526 | $59,946,100 | $65,438,958 | $11,842iApproximate average salary by contribution assumption: employee only about $296,050 at 4% or $197,367 at 6%; with 50% employer match about $197,367 at 4% or $131,578 at 6%; with 100% employer match about $148,025 at 4% or $98,683 at 6%. |
| 2003 | 1 | 5,503 | $61,416,260 | $59,267,135 | $10,770iApproximate average salary by contribution assumption: employee only about $269,249 at 4% or $179,499 at 6%; with 50% employer match about $179,499 at 4% or $119,666 at 6%; with 100% employer match about $134,625 at 4% or $89,750 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,503 | $61,416,260 | $59,267,135 | $10,770iApproximate average salary by contribution assumption: employee only about $269,249 at 4% or $179,499 at 6%; with 50% employer match about $179,499 at 4% or $119,666 at 6%; with 100% employer match about $134,625 at 4% or $89,750 at 6%. |
| 2002 | 1 | 5,991 | $0 | $0 | - |
| Operating Engineers Local 825 Welfare Fund | - | 5,991 | - | - | - |
| 2001 | 1 | 6,089 | $0 | $0 | - |
| Operating Engineers Local 825 Welfare Fund | - | 6,089 | - | - | - |
| 2000 | 1 | 5,801 | $69,433,762 | $52,136,669 | $8,988iApproximate average salary by contribution assumption: employee only about $224,688 at 4% or $149,792 at 6%; with 50% employer match about $149,792 at 4% or $99,861 at 6%; with 100% employer match about $112,344 at 4% or $74,896 at 6%. |
| Operating Engineers Local 825 Welfare Fund | - | 5,801 | $69,433,762 | $52,136,669 | $8,988iApproximate average salary by contribution assumption: employee only about $224,688 at 4% or $149,792 at 6%; with 50% employer match about $149,792 at 4% or $99,861 at 6%; with 100% employer match about $112,344 at 4% or $74,896 at 6%. |