Plan5500

Operating Engineers' Local No. 428 Vacation Savings Trust Fund — Form 5500 plan (Operating Engineers' Local No. 428 Vacation Savings Trust Fund)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Operating Engineers' Local No. 428 Vacation Savings Trust Fund is a benefit plan reported by Operating Engineers' Local No. 428 Vacation Savings Trust Fund under EIN 23-7135778 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,961 participants and $1,872,641 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$228.4KPlan net assets, end of year$228,424
Participants2KCovered participants reported1,961
Assets / participant$955Computed: assets ÷ participants$955 (computed)
Provider compensation$29.1K2 Schedule C provider row(s)$29,078
Plan sponsor
Operating Engineers' Local No. 428 Vacation Savings Trust Fund
EIN
23-7135778
Plan number
501
Plan type
1
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,961 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$228.4KLiabilities$1.6M
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,872,641
Total liabilities (EOY)
$1,644,217
Net assets (EOY)
$228,424
Net assets (BOY)
$172,383

Income & contributions

Employer contributions
$1,640,338
Total contributions
$1,640,338
Total income / additions
$1,717,358

Expenses & distributions

Benefits paid
$1,623,043
Administrative expenses
$38,274
Total expenses
$1,661,317
Net increase / (decrease)
$56,041
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets727%Computed ratio
Benefits paid ÷ total income95%Computed ratio
Provider comp. ÷ net assets13%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Southwest Service Administrators$23.5K
    NONE OTHER THAN CONTRACT · Direct $23.5K
  2. 2
    Baldwin Moffitt Behm Llp$5.6K
    NONE OTHER THAN CONTRACT · Direct $5.6K

What to inspect next

Frequently asked questions

Who sponsors the Operating Engineers' Local No. 428 Vacation Savings Trust Fund?
Operating Engineers' Local No. 428 Vacation Savings Trust Fund is reported as sponsored by Operating Engineers' Local No. 428 Vacation Savings Trust Fund (EIN 23-7135778, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Operating Engineers' Local No. 428 Vacation Savings Trust Fund?
The latest Form 5500 filing year loaded for Operating Engineers' Local No. 428 Vacation Savings Trust Fund is 2023.
How many participants does Operating Engineers' Local No. 428 Vacation Savings Trust Fund report?
Operating Engineers' Local No. 428 Vacation Savings Trust Fund reports 1,961 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Operating Engineers' Local No. 428 Vacation Savings Trust Fund?
Operating Engineers' Local No. 428 Vacation Savings Trust Fund reports $1,872,641 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages