Other · DOL Form 5500 · 2022
The Arc of Montgomery County Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,406
- Avg per participant Low balance/head
Official DOL plan name: The Arc Montgomery County Tax Sheltered Annuity Plan · Sponsored by The Arc of Montgomery County · Maryland · Healthcare & Social Assistance
$8M in assets, 330 participants
The Arc of Montgomery County's The Arc Montgomery County Tax Sheltered Annuity Plan reported $8M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,444 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
The Arc Montgomery County Tax Sheltered Annuity Plan covers 330 participants in Maryland, about 36% of the average Maryland filer (state average ~929 per filing). Assets: $8M.
- #13,444
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- 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.
The Arc Montgomery County Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Arc Montgomery County Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,383,941 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Arc Montgomery County Tax Sheltered Annuity 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. The Arc Montgomery County Tax Sheltered Annuity Plan sits mid-pack in the medium band (330 participants).
Plan-year Form 5500 strip
Filing strip 520639953 · The Arc of Montgomery County PY 2022 · Other
The Arc Montgomery County Tax Sheltered Annuity Plan · $8M · 330 · 61st
- EOY $8M
- EOY 330
- EOY 61st
- EOY Other
- EOY near Section 403(b) Plan for God's Love We Deliver
- EOY ind #13444
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 →
The Arc Montgomery County Tax Sheltered Annuity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 520639953 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Arc of Montgomery County)
Sponsor-wide plan assets over time
All The Arc of Montgomery County plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 16.599071154954405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 639 | $13M |
| 2023 | 2 | 389 | $11M |
| 2024 | 1 | 316 | $11M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
The Arc Montgomery County Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Section 403(b) Plan for God's Love We Deliver in NY ($8M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Section 403(b) Plan for God's Love We Deliver (NY) $8M · 140
- Judson 403(b) Plan (OH) $8M · 461
- Grier School Defined Contribution Retirement Plan (PA) $8M · 139
- Royal Oaks 403b Plan (AZ) $8M · 294
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Des Moines University Defined Contribution 403(b) Plan (IA) 330 · 0 off
- Berkeley Preparatory Defined Contribution Retirement Plan (FL) 330 · 0 off
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan (OK) 330 · 0 off
- Ncqa Retirement Plan - Employee Contributions (DC) 330 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.