401(k) · DOL Form 5500 · 2022
Mount Vernon Mansion, LLC 401(k) Plan
Data updated 2026-08-25
- $673K
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $12,694
- Avg per participant Low balance/head
Official DOL plan name: The Ivy Hotel 401(k) Plan · Sponsored by Mount Vernon Mansion, LLC · Maryland · Food Services & Accommodation
$673K in assets, 53 participants
Mount Vernon Mansion, LLC's The Ivy Hotel 401(k) Plan reported $673K in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #2,385 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, The Ivy Hotel 401(k) Plan ranks #2,385 of 4,592 2022 filers by assets (2908% of the sector average)-$673K for 53 participants.
- #2,385
- in Food Services & Accommodation (4,592 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Ivy Hotel 401(k) Plan among the smaller filed plans by assets
The Ivy Hotel 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$672,783 21st percentile higher than 21% 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 Ivy Hotel 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ivy Hotel 401(k) Plan is a small filing (53 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 273444025 · Mount Vernon Mansion, LLC PY 2022 · 401(k)
The Ivy Hotel 401(k) Plan · $673K · 53 · 21st
- EOY $673K
- EOY 53
- EOY 21st
- EOY 401(k)
- EOY near Daznat Enterprises Retirement Plan
- EOY ind #2385
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 Food Services & Accommodation retirement plans → · Plans in Maryland →
The Ivy Hotel 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $698K |
|---|---|
| Net Assets (End of Year) | $673K |
| Net Income | -$25K |
| Employer EIN | 273444025 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Vernon Mansion, LLC)
Sponsor-wide plan assets over time
All Mount Vernon Mansion, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 73.67026217963296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $673K |
| 2023 | 1 | 60 | $915K |
| 2024 | 1 | 65 | $1M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
The Ivy Hotel 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Daznat Enterprises Retirement Plan in MA ($673K); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($673K here).
- Daznat Enterprises Retirement Plan (MA) $673K · 2
- Sc Partners, LLC 401(k) Profit Sharing Plan (DC) $673K · 3
- Tusa, Inc. 401(k) Plan (KS) $673K · 19
- Psychology Health Group Profit Sharing Plan (IA) $673K · 4
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- The Little Brown Box Pizza, LLC 401(k) Plan (CA) 53 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 53 · 0 off
- Reading Pediatrics, Inc. Profit Sharing 401(k) Plan (PA) 53 · 0 off
- Hilman Inc. 401(k) Plan (NJ) 53 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.