Original filing (PDF)20250930094939NAL0029023714001

INTERNATIONAL UNION OF OPERATING ENGINEERS

Name: INTERNATIONAL UNION OF OPERATING ENGINEERS — INTERNATIONAL UNION OF OPERATING ENGINEERS 401(K) SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: INTERNATIONAL UNION OF OPERATING ENGINEERS

Form 5500-SF

FILING_RECEIVED

INTERNATIONAL UNION OF OPERATING ENGINEERS 401(K) SAVINGS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL UNION OF OPERATING ENGINEERS.

Plan sponsor

Name

INTERNATIONAL UNION OF OPERATING ENGINEERS

EIN

22-1010975

Address

11 FAIRFIELD PL. · WEST CALDWELL, NJ · 07006

Phone

(973) 244-5800

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

DAI MANAGEMENT CONSULTANTS, INC.

DAI MANAGEMENT CONSULTANTS, INC. 401K SAVINGS PLAN

$4.2M · 16 participants

PREMIUM POWER SERVICES LLC

PREMIUM POWER SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$4.2M · 84 participants

5ENGINEERING, LLC

5E 401(K) PLAN

$4.2M · 22 participants

MP ENGINEERS AND ARCHITECTS, PC

MP ENGINEERS AND ARCHITECTS, PC 401(K) PROFIT SHARING PLAN AND TRUST

$4.2M · 40 participants

INTERCONNECT DEFENSE, LLC.

INTERCONNECT DEFENSE 401(K) PLAN