Money Purchase · DOL Form 5500 · 2024
Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $76,035
- 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
$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.
- #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.
- #5,531
- in Construction (9,039 peers)
- +3.4%
- 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 2024 · DOL Form 5500
$13,914,476 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Plumbers & Steamfitters Local No 489 Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 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 (183 participants).
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.
Published 5500 schedule card
Filing strip 521975410 · Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan PY 2024 · Money Purchase
Plumbers & Steamfitters Local No 489 Annuity Plan · $14M · 183 · 63rd
- BOY $14M
- BOY 183
- BOY 63rd
- BOY Money Purchase
- BOY near Ascension Healthcare Legacy Money Purchase Pension Plan
- BOY ind #5531
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) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $455K |
| 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 $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
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 ($14M); by covered participants it is American Mathematical Society Retirement Plan in RI (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- American Mathematical Society Retirement Plan (RI) 183 · 0 off
- Sabel Steel Service, Inc. Money Purchase Plan (AL) 183 · 0 off
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund (NY) 181 · 2 off
- Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension Plan (MN) 185 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.