Money Purchase · DOL Form 5500 · 2022

Carpenters Local No 491 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
772
Participants Near avg headcount
81st
Percentile by assets National rank
$33,306
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carpenters Local Union No 491 Annuity Plan · Sponsored by Carpenters Local No 491 Annuity Plan · Maryland · Other Services

$26M in assets, 772 participants

Carpenters Local No 491 Annuity Plan's Carpenters Local Union No 491 Annuity Plan reported $26M in total assets and 772 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,567 in Other Services (8,398 peers)

Where Carpenters Local Union No 491 Annuity Plan sits by assets

Carpenters Local Union No 491 Annuity Plan sits in the top quartile of all filed plans by assets, $26M for 772 participants (~$33,306/participant), down 16.0% in 2022.

#7,567
in Other Services (8,398 peers)
-16.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenters Local Union No 491 Annuity Plan's outsized position by total assets

Carpenters Local Union No 491 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,712,017 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carpenters Local Union No 491 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenters Local Union No 491 Annuity Plan sits mid-pack in the medium band (772 participants).

Form 5500 schedule snapshot

Filing strip 521840473 · Carpenters Local No 491 Annuity Plan PY 2022 · Money Purchase

Carpenters Local Union No 491 Annuity Plan · $26M · 772 · 81st

  • IND $26M
  • EOY 772
  • 5500 81st
  • ASSETS Money Purchase
  • PCT near Hawkins Construction Company Employee Pension Benefit Plan
  • EIN ind #7567

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Maryland →

Carpenters Local Union No 491 Annuity Plan in the asset neighbourhood

Plumbers and Pipefitters Local Union No. 396 Security PlanPlumbers and Pipefitters Loc…$26MJm Eagle Employees' Pension PlanJm Eagle Employees' Pension …$26MCarpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$26MHawkins Construction Company Employee Pension Benefit PlanHawkins Construction Company…$26MRamsey Clinic & Ramsey Foundation Employees Pension PlanRamsey Clinic & Ramsey Found…$25M
End-of-year total assets ($M) among Carpenters Local Union No 491 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN521840473
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carpenters Local No 491 Annuity Plan)

Sponsor-wide plan assets over time

All Carpenters Local No 491 Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$37M 45.03673904696003% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $37.3M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 772 $26M
2023 1 1,108 $32M
2024 1 1,064 $37M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Carpenters Local Union No 491 Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Carpenters Local Union No 491 Annuity Plan, Total assets ($B): 0.025712017 · Participants: 772Carpenters Local Union No 491 Annuity PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
Carpenters Local Union No 491 Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Carpenters Local Union No 491 Annuity Plan side-by-side with 3 peers →

Carpenters Local Union No 491 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Hawkins Construction Company Employee Pension Benefit Plan in NE ($26M); by covered participants it is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY (773 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (772 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpenters Local Union No 491 Annuity Plan assets move in 2022? ▼
Carpenters Local Union No 491 Annuity Plan declined sharply - down 16.0% during 2022, from $31M to $26M. Reported net income was -$5M.
How have Carpenters Local No 491 Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpenters Local No 491 Annuity Plan's sponsor-wide assets grew 45.0%, from $26M to $37M.
Where does Carpenters Local Union No 491 Annuity Plan rank by assets among Form 5500 filers? ▼
Carpenters Local Union No 491 Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Carpenters Local Union No 491 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawkins Construction Company Employee Pension Benefit Plan in NE ($26M, 184 participants).
Which Money Purchase plans cover a similar participant headcount to Carpenters Local Union No 491 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY (773 participants, $76M in assets).

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 521840473.

Read our methodology - how this data is sourced, computed, and verified.

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