Money Purchase
2022 plan-year Money Purchase DOL Form 5500

PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN

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

TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN

This Money Purchase plan holds $12M in total assets and serves 185 participants as of 2022. It is sponsored by TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN in Maryland. The plan reported positive net income of $51K for the year.

Total Assets (2023)
$12M
Participants
185
State
Industry
Construction

What the Filing Says About PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN

PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN is a Money Purchase retirement plan sponsored by TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 185 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 521975410, and the plan has been effective since 1996-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $12M at year-end — a gain of 0.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $51K 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)$12M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$51K
Plan TypeMoney Purchase
Employer EIN521975410
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN)

Year Plans Participants Total Assets
2022 1 185 $12M
2023 1 179 $13M
2024 1 183 $14M

Nearby Money Purchase Plans in Maryland

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

Frequently Asked Questions

How much money is in the PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN?
As of the 2022 Form 5500 filing, PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN holds $12M in total assets with 185 participants. It is sponsored by TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN.
What type of plan is PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN?
PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN is a Money Purchase plan. It has been effective since 1996-05-01. The plan is filed with the U.S. Department of Labor under EIN 521975410.
Who sponsors the PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN?
PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN is sponsored by TRUSTEES OF PLUMBERS & STEAMFITTER LOCAL NO 489 ANNUITY PLAN, located in Maryland. The sponsor's EIN is 521975410 and the plan operates in the Construction industry.
How did PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN perform in 2022?
PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN grew by 0.4% during 2022, moving from $12M to $12M in total assets. Net income was $51K.
Where can I find official filings for PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN?
Official Form 5500 filings for PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521975410 or plan name at efast.dol.gov.
How does PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN compare to other plans?
You can compare PLUMBERS & STEAMFITTERS LOCAL NO 489 ANNUITY PLAN against other Money Purchase plans on the plan type page, or view plans in Maryland 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 521975410.

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 official public datasets. See our methodology for details.