Int'L Union of Operating Engineers Local 501 Indi retirement plans

Int'L Union of Operating Engineers Local 501 Indi, West Covina, CA. EIN 81-5319756. Annual reports 2016–2024. Also filed as Int'L Union of of Operating Engineers Local.

Int'L Union of Operating Engineers Local 501 Indi has one active retirement plan on file, the International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund, with 5,519 participants and $83.6 million in assets in 2024. Benesys has been its recordkeeper since 2017. No traditional pension plan appears in Int'L Union of Operating Engineers Local 501 Indi's filings since 2016.

Active plans: 1
Participants: 5,519
Plan assets: $83.6 million
401(k) recordkeeper: Benesys
Plans on file: 1
Industry: Business services

The plan

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund

Profit-sharing planActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 81-5319756
Participants (2024): 5,519
Net assets (2024): $83.6 million
Recordkeeper: Benesys2017–2024
Plan administrator: Int'L Union of Operating Engineers Local 501 Indi
1050 Lake Drive, Suite 120
West Covina, CA 91790
(626) 646-1079As filed for 2024
In effect since: December 1, 2016

Earlier sponsor: Int'L Union of of Operating Engineers Local (2016).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,519	$83.6 million	Benesys
2023	5,355	$66.9 million	Benesys
2022	4,960	$49.0 million	Benesys
2021	4,437	$40.3 million	Benesys
2020	3,962	$27.8 million	Benesys
2019	3,846	$17.5 million	Benesys
2018	2,264	$9.0 million	Benesys
2017	1,465	$3.1 million	Benesys
2016	1,167	$429,662	not listed

If you had money in one of these plans

Call Benesys, which runs the International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund. 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 ((626) 646-1079). 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

International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund

If you had money in one of these plans

What these numbers are

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