Other · DOL Form 5500 · 2022
Cornerstone Montgomery, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 433
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $33,496
- Avg per participant Low balance/head
Official DOL plan name: Cornerstone Montgomery, Inc. 403(b) Retirement Plan · Sponsored by Cornerstone Montgomery, Inc. · Maryland · Healthcare & Social Assistance
$15M in assets, 433 participants
Cornerstone Montgomery, Inc.'s Cornerstone Montgomery, Inc. 403(b) Retirement Plan reported $15M in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,337 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
Cornerstone Montgomery, Inc. 403(b) Retirement Plan covers 433 participants in Maryland, about 47% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #15,337
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- 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.
Cornerstone Montgomery, Inc. 403(b) Retirement Plan's outsized position by total assets
Cornerstone Montgomery, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,503,808 Top 28% higher than 72% 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
Cornerstone Montgomery, Inc. 403(b) 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. Cornerstone Montgomery, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (433 participants).
Published 5500 schedule card
Filing strip 520937199 · Cornerstone Montgomery, Inc. PY 2022 · Other
Cornerstone Montgomery, Inc. 403(b) Retirement Plan · $15M · 433 · 72nd
- EBSA $15M
- PART 433
- TYPE 72nd
- NET Other
- BOOK near Blythedale Children's Hospital Defined Contribution Plan
- VS-ST ind #15337
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 →
Cornerstone Montgomery, Inc. 403(b) Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 520937199 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Montgomery, Inc.)
Sponsor-wide plan assets over time
All Cornerstone Montgomery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 20.638179986938603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $15M |
| 2023 | 1 | 541 | $17M |
| 2024 | 1 | 541 | $17M |
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
Cornerstone Montgomery, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Blythedale Children's Hospital Defined Contribution Plan in NY ($15M); by covered participants it is Ninth District Opportunity, Inc. 403(b) Plan in GA (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Ninth District Opportunity, Inc. 403(b) Plan (GA) 433 · 0 off
- Heartspring 403 (B) DC Plan (KS) 433 · 0 off
- Starfish Family Services, Inc. DC Plan (MI) 432 · 1 off
- Guardian Angels 403b Retirement Plan (MN) 432 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.