Other · DOL Form 5500 · 2022

Montgomery County Emergency Service Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
227
Participants Below avg headcount
65th
Percentile by assets National rank
$43,279
Avg per participant Low balance/head
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Official DOL plan name: Montgomery County Mh/Mr Emergency Service Retirement Plan · Sponsored by Montgomery County Emergency Service · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 227 participants

Montgomery County Emergency Service's Montgomery County Mh/Mr Emergency Service Retirement Plan reported $10M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,029 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Montgomery County Mh/Mr Emergency Service Retirement Plan covers 227 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#14,029
in Healthcare & Social Assistance (20,060 peers)
-29.0%
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 County Mh/Mr Emergency Service Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery County Mh/Mr Emergency Service Retirement Plan vs every filed plan by assets

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

$9,824,345 Top 35% higher than 65% 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 County Mh/Mr Emergency Service Retirement 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 County Mh/Mr Emergency Service Retirement Plan sits mid-pack in the medium band (227 participants).

Plan-year Form 5500 strip

Filing strip 231894907 · Montgomery County Emergency Service PY 2022 · Other

Montgomery County Mh/Mr Emergency Service Retirement Plan · $10M · 227 · 65th

  • EOY $10M
  • EOY 227
  • EOY 65th
  • EOY Other
  • EOY near 403(b) Thrift Plan of Pancare of Florida, Inc.
  • EOY ind #14029

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 Pennsylvania →

Montgomery County Mh/Mr Emergency Service Retirement Plan in the asset neighbourhood

Oregon Health & Science University Foundation 403(b) PlanOregon Health & Science Univ…$10MMontgomery County Mh/Mr Emergency Service Retirement PlanMontgomery County Mh/Mr Emer…$10M403(b) Thrift Plan of Pancare of Florida, Inc.403(b) Thrift Plan of Pancar…$10MMrci 403(b) Plan$10MEffingham Hospital Tsa Plan$10M
End-of-year total assets ($M) among Montgomery County Mh/Mr Emergency Service Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income-$4M
Employer EIN231894907
Plan Effective Date1998-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery County Emergency Service)

Sponsor-wide plan assets over time

All Montgomery County Emergency Service plans reported in each filing year

Latest sponsor-wide plan assets
$14M 46.024014832541% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.82M $14.4M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 227 $10M
2023 1 204 $12M
2024 1 225 $14M

Nearby Other Plans in Pennsylvania

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

Montgomery County Mh/Mr Emergency Service Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Montgomery County Mh/Mr Emergency Service Retirement Plan, Total assets ($B): 0.009824345 · Participants: 227Montgomery County Mh/Mr Emergency Service Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Montgomery County Mh/Mr Emergency Service Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Montgomery County Mh/Mr Emergency Service Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL ($10M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 County Mh/Mr Emergency Service Retirement Plan assets move in 2022?
Montgomery County Mh/Mr Emergency Service Retirement Plan declined sharply - down 29.0% during 2022, from $14M to $10M. Reported net income was -$4M.
How have Montgomery County Emergency Service plan assets changed over time?
Across 3 plan years on file (2022-2024), Montgomery County Emergency Service's sponsor-wide assets grew 46.0%, from $10M to $14M.
Which Other plans are similar in size to Montgomery County Mh/Mr Emergency Service Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL ($10M, 345 participants).
Which Other plans cover a similar participant headcount to Montgomery County Mh/Mr Emergency Service Retirement Plan?
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (227 participants, $88M in assets).