Money Purchase · DOL Form 5500 · 2024

Carpenters Local No 491 Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,064
Participants Near avg headcount
80th
Percentile by assets National rank
$35,049
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

$37M in assets, 1,064 participants

Carpenters Local No 491 Annuity Plan's Carpenters Local Union No 491 Annuity Plan reported $37M in total assets and 1,064 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,993 in Other Services (7,719 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, $37M for 1,064 participants (~$35,049/participant), up 17.1% in 2024.

#6,993
in Other Services (7,719 peers)
+17.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$37,291,871 Top 20% higher than 80% of 123,620 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 2024

Carpenters Local Union No 491 Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpenters Local Union No 491 Annuity Plan lands in the large band (1,064 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpenters Local Union No 491 Annuity Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Carpenters Local Union No 491 Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Carpenters Local Union No 491 Annuity Plan reported participants fell from 1,108 in the plan year 2023 filing to 1,064 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521840473 · Carpenters Local No 491 Annuity Plan PY 2024 · Money Purchase

Carpenters Local Union No 491 Annuity Plan · $37M · 1,064 · 80th

  • BOOK $37M
  • VS-ST 1,064
  • BOY 80th
  • SCH Money Purchase
  • EBSA near International Brotherhood of Electrical Workers Local Union #756 Pension Fund
  • PART ind #6993

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

Resources for the Future, Inc. 401(a) RetirementResources for the Future, In…$38MCarpenters Local Union No 491 Annuity PlanCarpenters Local Union No 49…$37MInternational Brotherhood of Electrical Workers Local Union #756 Pension FundInternational Brotherhood of…$37MUnited Plant & Production Workers L175 Annuity FundUnited Plant & Production Wo…$37MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$37M
End-of-year total assets ($M) among Carpenters Local Union No 491 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
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 -505101520 Total assets ($B) Participants Carpenters Local Union No 491 Annuity Plan, Total assets ($B): 0.037291871 · Participants: 1064Carpenters Local Union No 491 Annuity PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined 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 International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL ($37M); by covered participants it is The Legal Aid Society Staff Attorneys Pension Plan in NY (1,084 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,064 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Carpenters Local Union No 491 Annuity Plan grew sharply - up 17.1% during 2024, from $32M to $37M. 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 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 International Brotherhood of Electrical Workers Local Union #756 Pension Fund in FL ($37M, 302 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 The Legal Aid Society Staff Attorneys Pension Plan in NY (1,084 participants, $284M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.