Board of Trustees Operating Engineers Local 520
Plan context: Operating Engineers Local 520 Annuity Plan
EIN 37-1328217 • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,066
2024 Assets
$268,938,252
2024 Contributions
$15,777,297
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3,066 | $268,938,252 | $15,777,297 | $5,146iApproximate average salary by contribution assumption: employee only about $128,647 at 4% or $85,765 at 6%; with 50% employer match about $85,765 at 4% or $57,177 at 6%; with 100% employer match about $64,324 at 4% or $42,882 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 3,066 | $268,938,252 | $15,777,297 | $5,146iApproximate average salary by contribution assumption: employee only about $128,647 at 4% or $85,765 at 6%; with 50% employer match about $85,765 at 4% or $57,177 at 6%; with 100% employer match about $64,324 at 4% or $42,882 at 6%. |
| 2023 | 1 | 2,930 | $237,888,910 | $13,181,119 | $4,499iApproximate average salary by contribution assumption: employee only about $112,467 at 4% or $74,978 at 6%; with 50% employer match about $74,978 at 4% or $49,985 at 6%; with 100% employer match about $56,233 at 4% or $37,489 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,930 | $237,888,910 | $13,181,119 | $4,499iApproximate average salary by contribution assumption: employee only about $112,467 at 4% or $74,978 at 6%; with 50% employer match about $74,978 at 4% or $49,985 at 6%; with 100% employer match about $56,233 at 4% or $37,489 at 6%. |
| 2022 | 1 | 2,707 | $206,036,529 | $11,775,623 | $4,350iApproximate average salary by contribution assumption: employee only about $108,752 at 4% or $72,501 at 6%; with 50% employer match about $72,501 at 4% or $48,334 at 6%; with 100% employer match about $54,376 at 4% or $36,251 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,707 | $206,036,529 | $11,775,623 | $4,350iApproximate average salary by contribution assumption: employee only about $108,752 at 4% or $72,501 at 6%; with 50% employer match about $72,501 at 4% or $48,334 at 6%; with 100% employer match about $54,376 at 4% or $36,251 at 6%. |
| 2021 | 1 | 2,609 | $241,224,856 | $11,719,640 | $4,492iApproximate average salary by contribution assumption: employee only about $112,300 at 4% or $74,867 at 6%; with 50% employer match about $74,867 at 4% or $49,911 at 6%; with 100% employer match about $56,150 at 4% or $37,433 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,609 | $241,224,856 | $11,719,640 | $4,492iApproximate average salary by contribution assumption: employee only about $112,300 at 4% or $74,867 at 6%; with 50% employer match about $74,867 at 4% or $49,911 at 6%; with 100% employer match about $56,150 at 4% or $37,433 at 6%. |
| 2020 | 1 | 2,618 | $219,907,915 | $10,048,737 | $3,838iApproximate average salary by contribution assumption: employee only about $95,958 at 4% or $63,972 at 6%; with 50% employer match about $63,972 at 4% or $42,648 at 6%; with 100% employer match about $47,979 at 4% or $31,986 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,618 | $219,907,915 | $10,048,737 | $3,838iApproximate average salary by contribution assumption: employee only about $95,958 at 4% or $63,972 at 6%; with 50% employer match about $63,972 at 4% or $42,648 at 6%; with 100% employer match about $47,979 at 4% or $31,986 at 6%. |
| 2019 | 1 | 2,670 | $192,166,158 | $10,772,838 | $4,035iApproximate average salary by contribution assumption: employee only about $100,869 at 4% or $67,246 at 6%; with 50% employer match about $67,246 at 4% or $44,831 at 6%; with 100% employer match about $50,435 at 4% or $33,623 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,670 | $192,166,158 | $10,772,838 | $4,035iApproximate average salary by contribution assumption: employee only about $100,869 at 4% or $67,246 at 6%; with 50% employer match about $67,246 at 4% or $44,831 at 6%; with 100% employer match about $50,435 at 4% or $33,623 at 6%. |
| 2018 | 1 | 2,511 | $160,084,054 | $9,699,635 | $3,863iApproximate average salary by contribution assumption: employee only about $96,571 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,190 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,511 | $160,084,054 | $9,699,635 | $3,863iApproximate average salary by contribution assumption: employee only about $96,571 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,190 at 6%. |
| 2017 | 1 | 2,501 | $162,134,429 | $8,687,008 | $3,473iApproximate average salary by contribution assumption: employee only about $86,835 at 4% or $57,890 at 6%; with 50% employer match about $57,890 at 4% or $38,593 at 6%; with 100% employer match about $43,418 at 4% or $28,945 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,501 | $162,134,429 | $8,687,008 | $3,473iApproximate average salary by contribution assumption: employee only about $86,835 at 4% or $57,890 at 6%; with 50% employer match about $57,890 at 4% or $38,593 at 6%; with 100% employer match about $43,418 at 4% or $28,945 at 6%. |
| 2016 | 1 | 2,458 | $142,816,970 | $9,190,446 | $3,739iApproximate average salary by contribution assumption: employee only about $93,475 at 4% or $62,317 at 6%; with 50% employer match about $62,317 at 4% or $41,544 at 6%; with 100% employer match about $46,737 at 4% or $31,158 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,458 | $142,816,970 | $9,190,446 | $3,739iApproximate average salary by contribution assumption: employee only about $93,475 at 4% or $62,317 at 6%; with 50% employer match about $62,317 at 4% or $41,544 at 6%; with 100% employer match about $46,737 at 4% or $31,158 at 6%. |
| 2015 | 1 | 2,398 | $131,351,967 | $9,541,189 | $3,979iApproximate average salary by contribution assumption: employee only about $99,470 at 4% or $66,314 at 6%; with 50% employer match about $66,314 at 4% or $44,209 at 6%; with 100% employer match about $49,735 at 4% or $33,157 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,398 | $131,351,967 | $9,541,189 | $3,979iApproximate average salary by contribution assumption: employee only about $99,470 at 4% or $66,314 at 6%; with 50% employer match about $66,314 at 4% or $44,209 at 6%; with 100% employer match about $49,735 at 4% or $33,157 at 6%. |
| 2014 | 1 | 2,405 | $129,579,143 | $8,560,317 | $3,559iApproximate average salary by contribution assumption: employee only about $88,985 at 4% or $59,323 at 6%; with 50% employer match about $59,323 at 4% or $39,549 at 6%; with 100% employer match about $44,492 at 4% or $29,662 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,405 | $129,579,143 | $8,560,317 | $3,559iApproximate average salary by contribution assumption: employee only about $88,985 at 4% or $59,323 at 6%; with 50% employer match about $59,323 at 4% or $39,549 at 6%; with 100% employer match about $44,492 at 4% or $29,662 at 6%. |
| 2013 | 1 | 2,462 | $123,093,702 | $7,895,659 | $3,207iApproximate average salary by contribution assumption: employee only about $80,175 at 4% or $53,450 at 6%; with 50% employer match about $53,450 at 4% or $35,633 at 6%; with 100% employer match about $40,088 at 4% or $26,725 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,462 | $123,093,702 | $7,895,659 | $3,207iApproximate average salary by contribution assumption: employee only about $80,175 at 4% or $53,450 at 6%; with 50% employer match about $53,450 at 4% or $35,633 at 6%; with 100% employer match about $40,088 at 4% or $26,725 at 6%. |
| 2012 | 1 | 2,726 | $111,842,378 | $10,099,338 | $3,705iApproximate average salary by contribution assumption: employee only about $92,620 at 4% or $61,747 at 6%; with 50% employer match about $61,747 at 4% or $41,165 at 6%; with 100% employer match about $46,310 at 4% or $30,873 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,726 | $111,842,378 | $10,099,338 | $3,705iApproximate average salary by contribution assumption: employee only about $92,620 at 4% or $61,747 at 6%; with 50% employer match about $61,747 at 4% or $41,165 at 6%; with 100% employer match about $46,310 at 4% or $30,873 at 6%. |
| 2011 | 1 | 3,425 | $101,342,455 | $13,761,924 | $4,018iApproximate average salary by contribution assumption: employee only about $100,452 at 4% or $66,968 at 6%; with 50% employer match about $66,968 at 4% or $44,645 at 6%; with 100% employer match about $50,226 at 4% or $33,484 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 3,425 | $101,342,455 | $13,761,924 | $4,018iApproximate average salary by contribution assumption: employee only about $100,452 at 4% or $66,968 at 6%; with 50% employer match about $66,968 at 4% or $44,645 at 6%; with 100% employer match about $50,226 at 4% or $33,484 at 6%. |
| 2010 | 1 | 3,008 | $94,378,676 | $15,193,605 | $5,051iApproximate average salary by contribution assumption: employee only about $126,277 at 4% or $84,184 at 6%; with 50% employer match about $84,184 at 4% or $56,123 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 3,008 | $94,378,676 | $15,193,605 | $5,051iApproximate average salary by contribution assumption: employee only about $126,277 at 4% or $84,184 at 6%; with 50% employer match about $84,184 at 4% or $56,123 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%. |
| 2009 | 1 | 3,390 | $76,178,156 | $14,343,398 | $4,231iApproximate average salary by contribution assumption: employee only about $105,777 at 4% or $70,518 at 6%; with 50% employer match about $70,518 at 4% or $47,012 at 6%; with 100% employer match about $52,889 at 4% or $35,259 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 3,390 | $76,178,156 | $14,343,398 | $4,231iApproximate average salary by contribution assumption: employee only about $105,777 at 4% or $70,518 at 6%; with 50% employer match about $70,518 at 4% or $47,012 at 6%; with 100% employer match about $52,889 at 4% or $35,259 at 6%. |
| 2008 | 1 | 2,818 | $58,839,051 | $10,648,168 | $3,779iApproximate average salary by contribution assumption: employee only about $94,466 at 4% or $62,977 at 6%; with 50% employer match about $62,977 at 4% or $41,985 at 6%; with 100% employer match about $47,233 at 4% or $31,489 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,818 | $58,839,051 | $10,648,168 | $3,779iApproximate average salary by contribution assumption: employee only about $94,466 at 4% or $62,977 at 6%; with 50% employer match about $62,977 at 4% or $41,985 at 6%; with 100% employer match about $47,233 at 4% or $31,489 at 6%. |
| 2007 | 1 | 2,330 | $55,526,832 | $6,883,848 | $2,954iApproximate average salary by contribution assumption: employee only about $73,861 at 4% or $49,241 at 6%; with 50% employer match about $49,241 at 4% or $32,827 at 6%; with 100% employer match about $36,931 at 4% or $24,620 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,330 | $55,526,832 | $6,883,848 | $2,954iApproximate average salary by contribution assumption: employee only about $73,861 at 4% or $49,241 at 6%; with 50% employer match about $49,241 at 4% or $32,827 at 6%; with 100% employer match about $36,931 at 4% or $24,620 at 6%. |
| 2006 | 1 | 2,210 | $49,393,223 | $6,957,534 | $3,148iApproximate average salary by contribution assumption: employee only about $78,705 at 4% or $52,470 at 6%; with 50% employer match about $52,470 at 4% or $34,980 at 6%; with 100% employer match about $39,353 at 4% or $26,235 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,210 | $49,393,223 | $6,957,534 | $3,148iApproximate average salary by contribution assumption: employee only about $78,705 at 4% or $52,470 at 6%; with 50% employer match about $52,470 at 4% or $34,980 at 6%; with 100% employer match about $39,353 at 4% or $26,235 at 6%. |
| 2005 | 1 | 2,068 | $41,747,360 | $6,722,725 | $3,251iApproximate average salary by contribution assumption: employee only about $81,271 at 4% or $54,181 at 6%; with 50% employer match about $54,181 at 4% or $36,120 at 6%; with 100% employer match about $40,635 at 4% or $27,090 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 2,068 | $41,747,360 | $6,722,725 | $3,251iApproximate average salary by contribution assumption: employee only about $81,271 at 4% or $54,181 at 6%; with 50% employer match about $54,181 at 4% or $36,120 at 6%; with 100% employer match about $40,635 at 4% or $27,090 at 6%. |
| 2004 | 1 | 1,826 | $34,632,754 | $5,557,747 | $3,044iApproximate average salary by contribution assumption: employee only about $76,092 at 4% or $50,728 at 6%; with 50% employer match about $50,728 at 4% or $33,819 at 6%; with 100% employer match about $38,046 at 4% or $25,364 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 1,826 | $34,632,754 | $5,557,747 | $3,044iApproximate average salary by contribution assumption: employee only about $76,092 at 4% or $50,728 at 6%; with 50% employer match about $50,728 at 4% or $33,819 at 6%; with 100% employer match about $38,046 at 4% or $25,364 at 6%. |
| 2003 | 1 | 1,779 | $0 | $0 | - |
| Operating Engineers Local 520 Annuity Plan | - | 1,779 | - | - | - |
| 2002 | 1 | 1,623 | $23,354,278 | $5,012,191 | $3,088iApproximate average salary by contribution assumption: employee only about $77,206 at 4% or $51,470 at 6%; with 50% employer match about $51,470 at 4% or $34,314 at 6%; with 100% employer match about $38,603 at 4% or $25,735 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 1,623 | $23,354,278 | $5,012,191 | $3,088iApproximate average salary by contribution assumption: employee only about $77,206 at 4% or $51,470 at 6%; with 50% employer match about $51,470 at 4% or $34,314 at 6%; with 100% employer match about $38,603 at 4% or $25,735 at 6%. |
| 2001 | 1 | 1,242 | $18,844,236 | $4,107,572 | $3,307iApproximate average salary by contribution assumption: employee only about $82,681 at 4% or $55,120 at 6%; with 50% employer match about $55,120 at 4% or $36,747 at 6%; with 100% employer match about $41,340 at 4% or $27,560 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 1,242 | $18,844,236 | $4,107,572 | $3,307iApproximate average salary by contribution assumption: employee only about $82,681 at 4% or $55,120 at 6%; with 50% employer match about $55,120 at 4% or $36,747 at 6%; with 100% employer match about $41,340 at 4% or $27,560 at 6%. |
| 2000 | 1 | 1,238 | $15,140,139 | $3,620,165 | $2,924iApproximate average salary by contribution assumption: employee only about $73,105 at 4% or $48,737 at 6%; with 50% employer match about $48,737 at 4% or $32,491 at 6%; with 100% employer match about $36,553 at 4% or $24,368 at 6%. |
| Operating Engineers Local 520 Annuity Plan | - | 1,238 | $15,140,139 | $3,620,165 | $2,924iApproximate average salary by contribution assumption: employee only about $73,105 at 4% or $48,737 at 6%; with 50% employer match about $48,737 at 4% or $32,491 at 6%; with 100% employer match about $36,553 at 4% or $24,368 at 6%. |