Operating Engineers Local 428 Pension Trust
Plan context: Operating Engineers Local 428 Annuity Trust Fund
EIN 86-6025732 • Phoenix, AZ • 49 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8,185
2024 Assets
$330,157,351
2024 Contributions
$16,790,494
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 | 2 | 8,185 | $330,157,351 | $16,790,494 | $2,051iApproximate average salary by contribution assumption: employee only about $51,284 at 4% or $34,190 at 6%; with 50% employer match about $34,190 at 4% or $22,793 at 6%; with 100% employer match about $25,642 at 4% or $17,095 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 8,185 | $313,477,902 | $16,790,494 | $2,051iApproximate average salary by contribution assumption: employee only about $51,284 at 4% or $34,190 at 6%; with 50% employer match about $34,190 at 4% or $22,793 at 6%; with 100% employer match about $25,642 at 4% or $17,095 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | - | $16,679,449 | - | - |
| 2023 | 2 | 7,789 | $310,814,465 | $17,028,661 | $2,186iApproximate average salary by contribution assumption: employee only about $54,656 at 4% or $36,437 at 6%; with 50% employer match about $36,437 at 4% or $24,292 at 6%; with 100% employer match about $27,328 at 4% or $18,219 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,789 | $291,333,345 | $17,028,661 | $2,186iApproximate average salary by contribution assumption: employee only about $54,656 at 4% or $36,437 at 6%; with 50% employer match about $36,437 at 4% or $24,292 at 6%; with 100% employer match about $27,328 at 4% or $18,219 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 0 | $19,481,120 | - | - |
| 2022 | 2 | 7,670 | $277,876,422 | $13,516,713 | $1,762iApproximate average salary by contribution assumption: employee only about $44,057 at 4% or $29,371 at 6%; with 50% employer match about $29,371 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,670 | $256,355,567 | $13,516,713 | $1,762iApproximate average salary by contribution assumption: employee only about $44,057 at 4% or $29,371 at 6%; with 50% employer match about $29,371 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 12 | $21,520,855 | - | - |
| 2021 | 2 | 7,538 | $335,075,812 | $11,086,066 | $1,471iApproximate average salary by contribution assumption: employee only about $36,767 at 4% or $24,512 at 6%; with 50% employer match about $24,512 at 4% or $16,341 at 6%; with 100% employer match about $18,384 at 4% or $12,256 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,538 | $305,140,937 | $11,086,066 | $1,471iApproximate average salary by contribution assumption: employee only about $36,767 at 4% or $24,512 at 6%; with 50% employer match about $24,512 at 4% or $16,341 at 6%; with 100% employer match about $18,384 at 4% or $12,256 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 16 | $29,934,875 | - | - |
| 2020 | 2 | 7,114 | $314,529,253 | $13,019,666 | $1,830iApproximate average salary by contribution assumption: employee only about $45,754 at 4% or $30,502 at 6%; with 50% employer match about $30,502 at 4% or $20,335 at 6%; with 100% employer match about $22,877 at 4% or $15,251 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,114 | $283,239,112 | $13,019,666 | $1,830iApproximate average salary by contribution assumption: employee only about $45,754 at 4% or $30,502 at 6%; with 50% employer match about $30,502 at 4% or $20,335 at 6%; with 100% employer match about $22,877 at 4% or $15,251 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 18 | $31,290,141 | - | - |
| 2019 | 2 | 6,877 | $290,619,829 | $10,381,342 | $1,510iApproximate average salary by contribution assumption: employee only about $37,739 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,773 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,877 | $257,805,988 | $10,381,342 | $1,510iApproximate average salary by contribution assumption: employee only about $37,739 at 4% or $25,160 at 6%; with 50% employer match about $25,160 at 4% or $16,773 at 6%; with 100% employer match about $18,870 at 4% or $12,580 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 21 | $32,813,841 | - | - |
| 2018 | 2 | 6,625 | $251,318,353 | $8,946,424 | $1,350iApproximate average salary by contribution assumption: employee only about $33,760 at 4% or $22,507 at 6%; with 50% employer match about $22,507 at 4% or $15,004 at 6%; with 100% employer match about $16,880 at 4% or $11,253 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,625 | $218,923,637 | $8,946,424 | $1,350iApproximate average salary by contribution assumption: employee only about $33,760 at 4% or $22,507 at 6%; with 50% employer match about $22,507 at 4% or $15,004 at 6%; with 100% employer match about $16,880 at 4% or $11,253 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 25 | $32,394,716 | - | - |
| 2017 | 2 | 6,421 | $280,163,225 | $6,291,766 | $980iApproximate average salary by contribution assumption: employee only about $24,497 at 4% or $16,331 at 6%; with 50% employer match about $16,331 at 4% or $10,887 at 6%; with 100% employer match about $12,248 at 4% or $8,166 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,421 | $240,880,855 | $6,291,766 | $980iApproximate average salary by contribution assumption: employee only about $24,497 at 4% or $16,331 at 6%; with 50% employer match about $16,331 at 4% or $10,887 at 6%; with 100% employer match about $12,248 at 4% or $8,166 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 29 | $39,282,370 | - | - |
| 2016 | 1 | 33 | $38,884,231 | $0 | - |
| Operating Engineers Local 428 Pension Trust | - | 33 | $38,884,231 | - | - |
| 2015 | 2 | 6,562 | $242,624,117 | $5,292,389 | $807iApproximate average salary by contribution assumption: employee only about $20,163 at 4% or $13,442 at 6%; with 50% employer match about $13,442 at 4% or $8,961 at 6%; with 100% employer match about $10,082 at 4% or $6,721 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,562 | $201,337,807 | $5,292,389 | $807iApproximate average salary by contribution assumption: employee only about $20,163 at 4% or $13,442 at 6%; with 50% employer match about $13,442 at 4% or $8,961 at 6%; with 100% employer match about $10,082 at 4% or $6,721 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 45 | $41,286,310 | - | - |
| 2014 | 2 | 6,603 | $259,638,920 | $5,343,275 | $809iApproximate average salary by contribution assumption: employee only about $20,230 at 4% or $13,487 at 6%; with 50% employer match about $13,487 at 4% or $8,991 at 6%; with 100% employer match about $10,115 at 4% or $6,743 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,603 | $212,980,955 | $5,343,275 | $809iApproximate average salary by contribution assumption: employee only about $20,230 at 4% or $13,487 at 6%; with 50% employer match about $13,487 at 4% or $8,991 at 6%; with 100% employer match about $10,115 at 4% or $6,743 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 45 | $46,657,965 | - | - |
| 2013 | 2 | 6,877 | $257,057,243 | $5,675,292 | $825iApproximate average salary by contribution assumption: employee only about $20,631 at 4% or $13,754 at 6%; with 50% employer match about $13,754 at 4% or $9,170 at 6%; with 100% employer match about $10,316 at 4% or $6,877 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,877 | $206,775,897 | $5,675,292 | $825iApproximate average salary by contribution assumption: employee only about $20,631 at 4% or $13,754 at 6%; with 50% employer match about $13,754 at 4% or $9,170 at 6%; with 100% employer match about $10,316 at 4% or $6,877 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 66 | $50,281,346 | - | - |
| 2012 | 2 | 7,045 | $240,243,125 | $5,768,294 | $819iApproximate average salary by contribution assumption: employee only about $20,469 at 4% or $13,646 at 6%; with 50% employer match about $13,646 at 4% or $9,098 at 6%; with 100% employer match about $10,235 at 4% or $6,823 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,045 | $193,061,630 | $5,768,294 | $819iApproximate average salary by contribution assumption: employee only about $20,469 at 4% or $13,646 at 6%; with 50% employer match about $13,646 at 4% or $9,098 at 6%; with 100% employer match about $10,235 at 4% or $6,823 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 67 | $47,181,495 | - | - |
| 2011 | 2 | 7,012 | $223,928,055 | $13,249,167 | $1,889iApproximate average salary by contribution assumption: employee only about $47,237 at 4% or $31,492 at 6%; with 50% employer match about $31,492 at 4% or $20,994 at 6%; with 100% employer match about $23,619 at 4% or $15,746 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,012 | $176,212,684 | $5,423,103 | $773iApproximate average salary by contribution assumption: employee only about $19,335 at 4% or $12,890 at 6%; with 50% employer match about $12,890 at 4% or $8,593 at 6%; with 100% employer match about $9,668 at 4% or $6,445 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 76 | $47,715,371 | $7,826,064 | $102,975iApproximate average salary by contribution assumption: employee only about $2,574,363 at 4% or $1,716,242 at 6%; with 50% employer match about $1,716,242 at 4% or $1,144,161 at 6%; with 100% employer match about $1,287,182 at 4% or $858,121 at 6%. |
| 2010 | 2 | 7,285 | $225,007,986 | $10,187,639 | $1,398iApproximate average salary by contribution assumption: employee only about $34,961 at 4% or $23,307 at 6%; with 50% employer match about $23,307 at 4% or $15,538 at 6%; with 100% employer match about $17,481 at 4% or $11,654 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,285 | $178,788,998 | $5,609,669 | $770iApproximate average salary by contribution assumption: employee only about $19,251 at 4% or $12,834 at 6%; with 50% employer match about $12,834 at 4% or $8,556 at 6%; with 100% employer match about $9,625 at 4% or $6,417 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 97 | $46,218,988 | $4,577,970 | $47,196iApproximate average salary by contribution assumption: employee only about $1,179,889 at 4% or $786,593 at 6%; with 50% employer match about $786,593 at 4% or $524,395 at 6%; with 100% employer match about $589,945 at 4% or $393,296 at 6%. |
| 2009 | 2 | 7,489 | $207,837,772 | $6,716,946 | $897iApproximate average salary by contribution assumption: employee only about $22,423 at 4% or $14,948 at 6%; with 50% employer match about $14,948 at 4% or $9,966 at 6%; with 100% employer match about $11,211 at 4% or $7,474 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,489 | $165,429,940 | $6,716,946 | $897iApproximate average salary by contribution assumption: employee only about $22,423 at 4% or $14,948 at 6%; with 50% employer match about $14,948 at 4% or $9,966 at 6%; with 100% employer match about $11,211 at 4% or $7,474 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 127 | $42,407,832 | - | - |
| 2008 | 2 | 7,851 | $176,356,691 | $10,000,211 | $1,274iApproximate average salary by contribution assumption: employee only about $31,844 at 4% or $21,229 at 6%; with 50% employer match about $21,229 at 4% or $14,153 at 6%; with 100% employer match about $15,922 at 4% or $10,615 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,851 | $136,848,191 | $10,000,211 | $1,274iApproximate average salary by contribution assumption: employee only about $31,844 at 4% or $21,229 at 6%; with 50% employer match about $21,229 at 4% or $14,153 at 6%; with 100% employer match about $15,922 at 4% or $10,615 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 169 | $39,508,500 | - | - |
| 2007 | 2 | 7,728 | $230,786,522 | $9,771,817 | $1,264iApproximate average salary by contribution assumption: employee only about $31,612 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,050 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,728 | $168,150,767 | $9,771,817 | $1,264iApproximate average salary by contribution assumption: employee only about $31,612 at 4% or $21,074 at 6%; with 50% employer match about $21,074 at 4% or $14,050 at 6%; with 100% employer match about $15,806 at 4% or $10,537 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 188 | $62,635,755 | - | - |
| 2006 | 2 | 7,544 | $230,123,006 | $9,679,271 | $1,283iApproximate average salary by contribution assumption: employee only about $32,076 at 4% or $21,384 at 6%; with 50% employer match about $21,384 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,544 | $163,412,597 | $9,679,271 | $1,283iApproximate average salary by contribution assumption: employee only about $32,076 at 4% or $21,384 at 6%; with 50% employer match about $21,384 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 216 | $66,710,409 | - | - |
| 2005 | 2 | 7,197 | $215,875,047 | $9,560,398 | $1,328iApproximate average salary by contribution assumption: employee only about $33,210 at 4% or $22,140 at 6%; with 50% employer match about $22,140 at 4% or $14,760 at 6%; with 100% employer match about $16,605 at 4% or $11,070 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 7,197 | $150,947,768 | $9,560,398 | $1,328iApproximate average salary by contribution assumption: employee only about $33,210 at 4% or $22,140 at 6%; with 50% employer match about $22,140 at 4% or $14,760 at 6%; with 100% employer match about $16,605 at 4% or $11,070 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 253 | $64,927,279 | - | - |
| 2004 | 2 | 8,568 | $208,019,622 | $7,654,090 | $893iApproximate average salary by contribution assumption: employee only about $22,333 at 4% or $14,889 at 6%; with 50% employer match about $14,889 at 4% or $9,926 at 6%; with 100% employer match about $11,167 at 4% or $7,444 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 8,568 | $142,128,124 | $7,654,090 | $893iApproximate average salary by contribution assumption: employee only about $22,333 at 4% or $14,889 at 6%; with 50% employer match about $14,889 at 4% or $9,926 at 6%; with 100% employer match about $11,167 at 4% or $7,444 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 280 | $65,891,498 | - | - |
| 2003 | 2 | 6,409 | $198,614,530 | $6,840,996 | $1,067iApproximate average salary by contribution assumption: employee only about $26,685 at 4% or $17,790 at 6%; with 50% employer match about $17,790 at 4% or $11,860 at 6%; with 100% employer match about $13,343 at 4% or $8,895 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,409 | $132,983,695 | $6,840,996 | $1,067iApproximate average salary by contribution assumption: employee only about $26,685 at 4% or $17,790 at 6%; with 50% employer match about $17,790 at 4% or $11,860 at 6%; with 100% employer match about $13,343 at 4% or $8,895 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 317 | $65,630,835 | - | - |
| 2002 | 2 | 6,334 | $184,686,626 | $6,376,946 | $1,007iApproximate average salary by contribution assumption: employee only about $25,170 at 4% or $16,780 at 6%; with 50% employer match about $16,780 at 4% or $11,186 at 6%; with 100% employer match about $12,585 at 4% or $8,390 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,334 | $121,260,572 | $6,376,946 | $1,007iApproximate average salary by contribution assumption: employee only about $25,170 at 4% or $16,780 at 6%; with 50% employer match about $16,780 at 4% or $11,186 at 6%; with 100% employer match about $12,585 at 4% or $8,390 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 365 | $63,426,054 | - | - |
| 2001 | 2 | 6,138 | $195,124,018 | $5,838,105 | $951iApproximate average salary by contribution assumption: employee only about $23,779 at 4% or $15,852 at 6%; with 50% employer match about $15,852 at 4% or $10,568 at 6%; with 100% employer match about $11,889 at 4% or $7,926 at 6%. |
| Operating Engineers Local 428 Annuity Trust Fund | - | 6,138 | $122,251,664 | $5,838,105 | $951iApproximate average salary by contribution assumption: employee only about $23,779 at 4% or $15,852 at 6%; with 50% employer match about $15,852 at 4% or $10,568 at 6%; with 100% employer match about $11,889 at 4% or $7,926 at 6%. |
| Operating Engineers Local 428 Pension Trust | - | 390 | $72,872,354 | - | - |
| 2000 | 2 | 5,971 | $0 | $0 | - |
| Operating Engineers Local 428 Annuity Trust Fund | - | 5,971 | - | - | - |
| Operating Engineers Local 428 Pension Trust | - | 437 | - | - | - |