Bot of Iuoe Stationary Engineers Local 39 Pension Plan pension plans

Bot of Iuoe Stationary Engineers Local 39 Pension Plan, Dublin, CA. EIN 94-6118939. Annual reports 2009–2024. Also filed as Iuoe Stationary Engineers Local; Bot of Iuoe Stationary Engineers Loc 39 Pension FND; Bot of Iuoe Stationary Engineers; Bot of Iuoe Stationary Engineers Local 39 Pension Fund.

Bot of Iuoe Stationary Engineers Local 39 Pension Plan has one active retirement plan on file, the Iuoe Stationary Engineers Local 39 Pension Plan, with 10,962 participants and $1.9 billion in assets in 2024. Health Services & Benefit Administr is its administrator.

Active plans: 1
Participants: 10,962
Plan assets: $1.9 billion
Administered by: Health Services & Benefit Administr
Plans on file: 1
Industry: Business services

The plan

Iuoe Stationary Engineers Local 39 Pension Plan

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-6118939
Participants (2024): 10,962
Net assets (2024): $1.9 billion
Administered by: Health Services & Benefit AdministrEarlier: Trust Benefits Technologies (2009–2011)
Plan administrator: Bot of Iuoe Stationary Engineers Local 39 Pension Plan
4160 Dublin Boulevard, Suite 100
Dublin, CA 94568
(925) 208-2280As filed for 2024
In effect since: June 1, 1955

Earlier sponsors: Iuoe Stationary Engineers Local (2009); Bot of Iuoe Stationary Engineers Loc 39 Pension FND (2010–2011); Bot of Iuoe Stationary Engineers (2012–2013); Bot of Iuoe Stationary Engineers Local 39 Pension Fund (2014).

Earlier plan names: Iuoe Stationary Engineers Local 39 Pension Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,962	$1.9 billion	Health Services & Benefit Administr
2023	10,346	$1.8 billion	not listed
2022	10,252	$1.6 billion	not listed
2021	9,979	$1.8 billion	not listed
2020	9,898	$1.6 billion	not listed
2019	9,822	$1.4 billion	not listed
2018	9,481	$1.2 billion	not listed
2017	9,268	$1.2 billion	not listed
2016	9,011	$1.1 billion	not listed
2015	9,319	$1.0 billion	not listed
2014	9,223	$1.0 billion	not listed
2013	8,954	$943 million	not listed
2012	8,555	$790 million	not listed
2011	8,532	$692 million	Trust Benefits Technologies
2010	7,780	$686 million	Trust Benefits Technologies
2009	7,701	$609 million	Trust Benefits Technologies

If you had money in one of these plans

Call Health Services & Benefit Administr, which runs the Iuoe Stationary Engineers Local 39 Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((925) 208-2280). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Iuoe Stationary Engineers Local 39 Pension Plan

If you had money in one of these plans

What these numbers are

Other business services employers in CA