Other · DOL Form 5500 · 2022

Montgomery Hospice Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
274
Participants Below avg headcount
73rd
Percentile by assets National rank
$57,760
Avg per participant Low balance/head
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Official DOL plan name: Montgomery Hospice Employee and Employer Contribution Plan · Sponsored by Montgomery Hospice · Maryland · Healthcare & Social Assistance

$16M in assets, 274 participants

Montgomery Hospice's Montgomery Hospice Employee and Employer Contribution Plan reported $16M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,616 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Montgomery Hospice Employee and Employer Contribution Plan covers 274 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#15,616
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Hospice Employee and Employer Contribution Plan's outsized position by total assets

Montgomery Hospice Employee and Employer Contribution Plan vs every filed plan by assets

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

$15,826,358 Top 27% higher than 73% 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 Hospice Employee and Employer Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Hospice Employee and Employer Contribution Plan sits mid-pack in the medium band (274 participants).

Form 5500 schedule snapshot

Filing strip 521114719 · Montgomery Hospice PY 2022 · Other

Montgomery Hospice Employee and Employer Contribution Plan · $16M · 274 · 73rd

  • EIN $16M
  • RANK 274
  • PHOTO 73rd
  • IND Other
  • EOY near Apla Health & Wellness 403(b) Plan
  • 5500 ind #15616

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Montgomery Hospice Employee and Employer Contribution Plan in the asset neighbourhood

Hammond School Defined Contribution Retirement PlanHammond School Defined Contr…$16MMontgomery Hospice Employee and Employer Contribution PlanMontgomery Hospice Employee …$16MApla Health & Wellness 403(b) PlanApla Health & Wellness 403(b…$16MEpiscopal Retirement Services Staff Retirement PlanEpiscopal Retirement Service…$16MPlasterers' Local No. 8 Annuity FundPlasterers' Local No. 8 Annu…$16M
End-of-year total assets ($M) among Montgomery Hospice Employee and Employer Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN521114719
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Hospice)

Sponsor-wide plan assets over time

All Montgomery Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.341089086952284% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.8M $18.9M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 274 $16M
2023 1 273 $17M
2024 1 294 $19M

Nearby Other Plans in Maryland

Peer Other plans, same state, same plan type, ranked by total assets.

Montgomery Hospice Employee and Employer Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Montgomery Hospice Employee and Employer Contribution Plan, Total assets ($B): 0.015826358 · Participants: 274Montgomery Hospice Employee and Employer Contribution PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Montgomery Hospice Employee and Employer Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Montgomery Hospice Employee and Employer Contribution Plan side-by-side with 3 peers →

Montgomery Hospice Employee and Employer Contribution Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Apla Health & Wellness 403(b) Plan in CA ($16M); by covered participants it is Kkv Retirement Plan in HI (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Hospice Employee and Employer Contribution Plan assets move in 2022? ▼
Montgomery Hospice Employee and Employer Contribution Plan declined sharply - down 19.4% during 2022, from $20M to $16M. Reported net income was -$4M.
How have Montgomery Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Hospice's sponsor-wide assets grew 19.3%, from $16M to $19M.
Which Other plans are similar in size to Montgomery Hospice Employee and Employer Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Apla Health & Wellness 403(b) Plan in CA ($16M, 313 participants).
Which Other plans cover a similar participant headcount to Montgomery Hospice Employee and Employer Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Kkv Retirement Plan in HI (274 participants, $14M 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 521114719.

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.