Money Purchase · DOL Form 5500 · 2023
Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $75,190
- Avg per participant Below avg balance/head
Official DOL plan name: Plumbers & Steamfitters Local No 489 Annuity Plan · Sponsored by Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan · Maryland · Construction
$13M in assets, 179 participants
Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan's Plumbers & Steamfitters Local No 489 Annuity Plan reported $13M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #5,734 in Construction (9,030 peers)
Coverage in Maryland
Plumbers & Steamfitters Local No 489 Annuity Plan covers 179 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $13M.
- #5,734
- in Construction (9,030 peers)
- +14.4%
- assets growth YoY
Plumbers & Steamfitters Local No 489 Annuity Plan's mid-pack asset rank among Construction and all filers
Plumbers & Steamfitters Local No 489 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,458,990 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Plumbers & Steamfitters Local No 489 Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plumbers & Steamfitters Local No 489 Annuity Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plumbers & Steamfitters Local No 489 Annuity Plan reported net income rose from $51K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Plumbers & Steamfitters Local No 489 Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Plumbers & Steamfitters Local No 489 Annuity Plan reported participants fell from 185 in the plan year 2022 filing to 179 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521975410 · Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan PY 2023 · Money Purchase
Plumbers & Steamfitters Local No 489 Annuity Plan · $13M · 179 · 65th
- EOY $13M
- 5500 179
- ASSETS 65th
- PCT Money Purchase
- EIN near Ascension Healthcare Legacy Money Purchase Pension Plan
- RANK ind #5734
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 Construction retirement plans → · Plans in Maryland →
Plumbers & Steamfitters Local No 489 Annuity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 521975410 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan)
Sponsor-wide plan assets over time
All Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 18.24781664584044% vs 2022
- 2024 filing year
| 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.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
Plumbers & Steamfitters Local No 489 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Ascension Healthcare Legacy Money Purchase Pension Plan in MO ($13M); by covered participants it is Whitefish Credit Union Association Employees' Pension Plan in MT (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.