Other
2023 plan-year Other DOL Form 5500

CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND

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

CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN

This Other plan holds $59M in total assets and serves 218 participants as of 2023. It is sponsored by CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN in Maryland. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$59M
Participants
218
State
Industry
Construction

What the Filing Says About CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND

CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND is a Other retirement plan sponsored by CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $59M in total end-of-year assets and covers 218 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 526061646, and the plan has been effective since 1961-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2023 to $59M at year-end — a gain of 9.2%. Net assets (after liabilities) closed the year at $59M, with reported net income of $5M 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)$54M
Total Assets (End of Year)$59M
Net Assets (End of Year)$59M
Net Income$5M
Plan TypeOther
Employer EIN526061646
Plan Effective Date1961-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN)

Year Plans Participants Total Assets
2022 1 230 $54M
2023 1 218 $59M
2024 1 217 $64M

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Frequently Asked Questions

How much money is in the CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND?
As of the 2023 Form 5500 filing, CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND holds $59M in total assets with 218 participants. It is sponsored by CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN.
What type of plan is CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND?
CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND is a Other plan. It has been effective since 1961-05-01. The plan is filed with the U.S. Department of Labor under EIN 526061646.
Who sponsors the CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND?
CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND is sponsored by CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN, located in Maryland. The sponsor's EIN is 526061646 and the plan operates in the Construction industry.
How did CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND perform in 2023?
CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND grew by 9.2% during 2023, moving from $54M to $59M in total assets. Net income was $5M.
Where can I find official filings for CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND?
Official Form 5500 filings for CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526061646 or plan name at efast.dol.gov.
How does CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND compare to other plans?
You can compare CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND against other Other 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 526061646.

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.