LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND
Plan Contact
- Address: P.O. BOX 206, 137 GAZZA BLVD.,FARMINGDALE,NY
- Contact person: BILLY DUFFY JR
- Phone: (631) 694-2480
Plan General Information
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is $330,324,870.00.This plan was established in 1983.
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is 2508
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is $131,708.00
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is approximately $10,265.00
Investing in this additonal $10,265.00 for 20 years would give you extra $656,963.00, assuming a 10% annual return.
Investing in this additonal $10,265.00 for 20 years would give you extra $656,963.00, assuming a 10% annual return.
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is 9.42%.
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is 7.11%. This measures the effectiveness of the plan participants' investments in the year.
LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND Expense Ratio
In 2023, the investment and administrative expense ratio of LOCAL 138, 138A, 138B & 138C INTERNATI OF OPERATING ENGINEERS ANNUITY FUND is 0.81%.
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