Masters Mates & Pilots Individual Retirement Account Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Board of Trustees of M.M.&p. Individual Retirement Account Plan · Maryland · Transportation & Warehousing
What the 2023 filing shows
Masters Mates & Pilots Individual Retirement Account Plan holds $523M for 2,170 participants — about $241,101 per participant, up 12.7% over the 2024 plan year.
- $523M
- total plan assets (2024 EOY)
- 2,170
- covered participants
- $241,101
- avg assets per participant
- +12.7%
- assets growth YoY
What the Filing Says About Masters Mates & Pilots Individual Retirement Account Plan
Masters Mates & Pilots Individual Retirement Account Plan is a ESOP retirement plan sponsored by Board of Trustees of M.M.&p. Individual Retirement Account Plan, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $523M in total end-of-year assets and covers 2,170 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133021839, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $464M at the beginning of 2024 to $523M at year-end — a gain of 12.7%. Net assets (after liabilities) closed the year at $523M, with reported net income of $59M 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) | $464M |
| Total Assets (End of Year) | $523M |
| Net Assets (End of Year) | $523M |
| Net Income | $59M |
| Plan Type | ESOP |
| Employer EIN | 133021839 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of M.M.&p. Individual Retirement Account Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,939 | $399M |
| 2023 | 1 | 1,997 | $464M |
| 2024 | 1 | 2,170 | $523M |
Nearby ESOP Plans in Maryland
Peer ESOP plans — same state, same plan type — ranked by total assets.
- Masters Mates & Pilots Individual Retirement Account Plan $464M · 1,997
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Upmc Western Maryland 403(b) Savings Plan $83M · 1,099
- Chesapeake Bancorp ESOP with 401(k) Provisions N/A · 16
- Goldberg & Banks, P.C. Tax Deferred Savings Plan and Trust N/A · 4
Related Data
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Frequently Asked Questions
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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 133021839.
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.
Read our methodology — how this data is sourced, computed, and verified.