401(k) · DOL Form 5500 · 2022

Montgomery Village Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
51st
Percentile by assets National rank
$110,544
Avg per participant Below avg balance/head
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Official DOL plan name: Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · Sponsored by Montgomery Village Foundation, Inc. · Maryland · Other Services

$5M in assets, 46 participants

Montgomery Village Foundation, Inc.'s Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported $5M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,861 in Other Services (8,398 peers)

Montgomery Village Foundation, Inc. multi-year trail

Montgomery Village Foundation, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust at $5M / 46 participants.

#5,861
in Other Services (8,398 peers)
-30.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's mid-pack asset rank among Other Services and all filers

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,085,007 Top 49% higher than 51% of 139,123 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 2022

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust is a small filing (46 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 520857236 · Montgomery Village Foundation, Inc. PY 2022 · 401(k)

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · $5M · 46 · 51st

  • BOOK $5M
  • BOOK 46
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Gajeske, Inc. 401(k) Plan
  • BOOK ind #5861

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 →

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust in the asset neighbourhood

Montgomery Village Foundation, Inc. Retirement and Savings Plan and TrustMontgomery Village Foundatio…$5MGajeske, Inc. 401(k) Plan$5MAbsolute Dental Group, LLC 401(k) PlanAbsolute Dental Group, LLC 4…$5MTrapper Mining, Inc. Union Employees 401(k) PlanTrapper Mining, Inc. Union E…$5MPusch Ridge Christian Academy, Inc. 401(k) PlanPusch Ridge Christian Academ…$5M
End-of-year total assets ($M) among Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montgomery Village Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Village Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.812263778594602% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.09M $6.09M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 46 $5M
2023 1 44 $5M
2024 1 45 $6M

Montgomery Village Foundation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN520857236
Plan Effective Date1985-11-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust, Total assets ($B): 0.005085007 · Participants: 46Montgomery Village Foundation, Inc. Retirement and Savings Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust side-by-side with 3 peers →

Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Gajeske, Inc. 401(k) Plan in TX ($5M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust assets move in 2022? ▼
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust contracted severely - down 30.8% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Montgomery Village Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Village Foundation, Inc.'s sponsor-wide assets grew 19.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gajeske, Inc. 401(k) Plan in TX ($5M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520857236.

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.