Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Asbestos Workers Local 84 Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Asbestos Workers Local 84 Annuity Plan · Indiana · Construction

What the 2023 filing shows

Asbestos Workers Local 84 Annuity Plan holds $10M for 225 participants — about $42,775 per participant, down 9.8% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
225
covered participants
$42,775
avg assets per participant
-9.8%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
225
State
Industry
Construction

What the Filing Says About Asbestos Workers Local 84 Annuity Plan

Asbestos Workers Local 84 Annuity Plan is a Money Purchase retirement plan sponsored by Asbestos Workers Local 84 Annuity Plan, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 225 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 341540318, and the plan has been effective since 1986-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $10M at year-end — a decline of 9.8%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-1,069,267 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-1,069,267
Plan TypeMoney Purchase
Employer EIN341540318
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbestos Workers Local 84 Annuity Plan)

Year Plans Participants Total Assets
2022 1 225 $10M
2023 1 144 $12M
2024 1 132 $13M

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Frequently Asked Questions

How much money is in the Asbestos Workers Local 84 Annuity Plan?
As of the 2022 Form 5500 filing, Asbestos Workers Local 84 Annuity Plan holds $10M in total assets with 225 participants. It is sponsored by Asbestos Workers Local 84 Annuity Plan.
What type of plan is Asbestos Workers Local 84 Annuity Plan?
Asbestos Workers Local 84 Annuity Plan is a Money Purchase plan. It has been effective since 1986-07-01. The plan is filed with the U.S. Department of Labor under EIN 341540318.
Who sponsors the Asbestos Workers Local 84 Annuity Plan?
Asbestos Workers Local 84 Annuity Plan is sponsored by Asbestos Workers Local 84 Annuity Plan, located in Indiana. The sponsor's EIN is 341540318 and the plan operates in the Construction industry.
How did Asbestos Workers Local 84 Annuity Plan perform in 2022?
Asbestos Workers Local 84 Annuity Plan declined by 9.8% during 2022, moving from $11M to $10M in total assets. Net income was $-1,069,267.
Where can I find official filings for Asbestos Workers Local 84 Annuity Plan?
Official Form 5500 filings for Asbestos Workers Local 84 Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341540318 or plan name at efast.dol.gov.
How does Asbestos Workers Local 84 Annuity Plan compare to other plans?
You can compare Asbestos Workers Local 84 Annuity Plan against other Money Purchase plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 341540318.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.