Money Purchase · DOL Form 5500 · 2024

Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan Money Purchase Plan

Data updated 2026-08-11

$14M
Total assets
183
Participants
63rd
Percentile by assets
$76,035
Avg per participant
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Official DOL plan name: Plumbers & Steamfitters Local No 489 Annuity Plan · Sponsored by Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan · Maryland · Construction

$14M in assets, 183 participants

Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan's Plumbers & Steamfitters Local No 489 Annuity Plan reported $14M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 123,622 plans)
  • #5,531 in Construction (9,039 peers)

Coverage in Maryland

Plumbers & Steamfitters Local No 489 Annuity Plan covers 183 participants in Maryland, about 20% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

$14M
total plan assets (2024 EOY)
183
covered participants
63rd
percentile by assets (of 123,622 plans)
$76,035
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plumbers & Steamfitters Local No 489 Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $455K in the plan year 2024 filing.
  • Plumbers & Steamfitters Local No 489 Annuity Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Plumbers & Steamfitters Local No 489 Annuity Plan reported participants rose from 179 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Plumbers & Steamfitters Local No 489 Annuity Plan reports 183 participants - about 20% of that state average ($14M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$455K
Employer EIN521975410
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan)

$11M$12M$13M$14M$15M 202220232024 $11.8M $13.9M â–˛ +18.2%
Total plan assets by year, all Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan plans on file
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.

Plumbers & Steamfitters Local No 489 Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Plumbers & Steamfitters Local No 489 Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Plumbers & Steamfitt…National Electrical …The Johns Hopkins Un…Meba Pension Trust-M…Seafarers Money Purc…Defined Contribution…
Plumbers & Steamfitters Local No 489 Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Plumbers & Steamfitters Local No 489 Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Plumbers & Steamfitters Local No 489 Annuity Plan assets move in 2024?
Plumbers & Steamfitters Local No 489 Annuity Plan edged up modestly - up 3.4% during 2024, from $13M to $14M. Reported net income was $455K.
How have Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan's sponsor-wide assets grew 18.2%, from $12M to $14M.
Which Money Purchase plans are similar in size to Plumbers & Steamfitters Local No 489 Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is Ascension Healthcare Legacy Money Purchase Pension Plan in MO ($14M, 514 participants).

Next read for Plumbers & Steamfitters Local No 489 Ann…

Filing takeaways

Ways to act on Plumbers & Steamfitters Local No 489 Annuity Plan's numbers.