OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND

Plan Contact

  • Address: PO BOX 160,,PEWAUKEE,WI
  • Phone: (262) 549-9190

Plan General Information

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is $13,952,191.00.This plan was established in 2020.

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is 4981

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is $2,801.00

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is approximately $2,005.00
Investing in this additonal $2,005.00 for 20 years would give you extra $128,351.00, assuming a 10% annual return.

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is 259.00%.

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is 6.19%. This measures the effectiveness of the plan participants' investments in the year.

OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND is 2.56%.

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