STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND

Plan Contact

  • Address: 4160 DUBLIN BOULEVARD, SUITE 400,DUBLIN,CA
  • Phone: (925) 208-2280

Plan General Information

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is $281,550,995.00.This plan was established in 1981.

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is 6842

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is $41,150.00

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is approximately $1,840.00
Investing in this additonal $1,840.00 for 20 years would give you extra $117,770.00, assuming a 10% annual return.

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is 13.14%.

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is 14.88%. This measures the effectiveness of the plan participants' investments in the year.

STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND Expense Ratio

In 2023, the investment and administrative expense ratio of STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND is 0.15%.

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