Pension Trust Fund for Operating 401(k) and pension plans

Pension Trust Fund for Operating, Alameda, CA. EIN 94-6090764. Annual reports 2009–2025. Also filed as Pension Trust Fund for Oe 401K Retirement Savings Plan; Pension Trust Fund for Oe 401(K) Retirement Savings Plan; Operating Engineers 401(K); Pension Trust FD for Operating Engineers Annuity Plan.

Pension Trust Fund for Operating has 2 active retirement plans on file. The largest is the Pension Trust Fund for Operating Engineers Annuity Plan, with 28,957 participants and $654 million in assets in 2025. Multi-Plan Services Agency has been its recordkeeper since 2023.

Active plans: 2
Participants: 74,531
Plan assets: $6.0 billion
401(k) recordkeeper: Multi-Plan Services Agency
Plans on file: 3
Industry: Construction

All 3 plans

Active plans first

Pension Trust Fund for Operating Engineers Annuity Plan

Money purchase pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 94-6090764
Participants (2025): 28,957
Net assets (2025): $654 million
Recordkeeper: Multi-Plan Services AgencyEarlier: Transamerica (2017–2022), Mercer (2010–2016)
Plan administrator: Operating Engineers Annuity Plan
1141 Harbor Bay Pkwy Ste 100
Alameda, CA 94502
(510) 671-8800As filed for 2025
In effect since: July 1, 1985

Earlier sponsors: Pension Trust FD for Operating Engineers Annuity Plan (2009–2013); Pension Trust Fund for Operating (2014).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	28,957	$654 million	Multi-Plan Services Agency
2024	28,943	$548 million	Multi-Plan Services Agency
2023	28,642	$481 million	Multi-Plan Services Agency
2022	27,740	$404 million	Transamerica
2021	27,041	$461 million	Transamerica
2020	25,816	$409 million	Transamerica
2019	25,632	$358 million	Transamerica
2018	25,231	$295 million	Transamerica
2017	26,141	$308 million	Transamerica
2016	26,671	$265 million	Mercer
2015	26,084	$246 million	Mercer
2014	37,162	$248 million	Mercer
2013	25,871	$233 million	Mercer
2012	25,484	$202 million	Mercer
2011	25,875	$182 million	Mercer
2010	26,408	$187 million	Mercer
2009	27,719	$173 million	not listed

Pension Trust Fund for Operating Engineers

Pension (defined benefit)ActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 94-6090764
Participants (2024): 45,574
Net assets (2024): $5.4 billion
Administered by: Multi-Plan Services Agency2023–2024
Plan administrator: Pension Trust Fund for Operating
1141 Harbor Bay Pkwy Ste 100
Alameda, CA 94502
(510) 671-8800As filed for 2024
In effect since: December 30, 1959

Earlier sponsor: JNT Board of Trustees Pension Trust Fund for Operating Engineers (2009–2013).

Earlier plan names: Oe Pension Trust Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	45,574	$5.4 billion	Multi-Plan Services Agency
2023	44,864	$5.1 billion	Multi-Plan Services Agency
2022	44,447	$4.8 billion	not listed
2021	43,707	$5.5 billion	not listed
2020	43,066	$4.9 billion	not listed
2019	43,046	$4.4 billion	not listed
2018	46,060	$3.9 billion	not listed
2017	40,090	$4.0 billion	not listed
2016	38,361	$3.6 billion	not listed
2015	39,134	$3.5 billion	not listed
2014	38,445	$3.5 billion	not listed
2013	37,813	$3.4 billion	not listed
2012	37,495	$3.0 billion	not listed
2011	37,402	$2.9 billion	not listed
2010	36,985	$3.0 billion	not listed
2009	37,206	$2.9 billion	not listed

Operating Engineers 401(k) Retirement Savings Plan

401(k)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 94-6090764
Participants (2013): 52
Net assets (2013): $109,556
Plan administrator: Operating Engineers 401(K)
1640 S Loop RD
Alameda, CA 94502
(510) 337-3050As filed for 2014
In effect since: January 1, 1998

Earlier sponsors: Pension Trust Fund for Oe 401K Retirement Savings Plan (2009–2010); Pension Trust Fund for Oe 401(K) Retirement Savings Plan (2011–2013).

Earlier plan names: Operating Engineers 401K Retirement Savings Plan.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	52	$109,556	not listed
2012	75	$129,106	not listed
2011	71	$131,633	not listed
2010	77	$145,013	not listed
2009	117	$373,190	not listed

If you had money in one of these plans

Call Multi-Plan Services Agency, which runs the Pension Trust Fund for Operating Engineers Annuity 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 ((510) 671-8800). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.