Other · DOL Form 5500 · 2022
The Ivymount School, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $109,204
- Avg per participant Below avg balance/head
Official DOL plan name: The Ivymount School and Programs 403(b) Plan · Sponsored by The Ivymount School, Inc. · Maryland · Educational Services
$21M in assets, 193 participants
The Ivymount School, Inc.'s The Ivymount School and Programs 403(b) Plan reported $21M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,505 in Educational Services (4,024 peers)
Coverage in Maryland
The Ivymount School and Programs 403(b) Plan covers 193 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $21M.
- #2,505
- in Educational Services (4,024 peers)
- -18.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Ivymount School and Programs 403(b) Plan's outsized position by total assets
The Ivymount School and Programs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,076,440 Top 22% higher than 78% 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 Ivymount School and Programs 403(b) 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 Ivymount School and Programs 403(b) Plan sits mid-pack in the medium band (193 participants).
Form 5500 schedule snapshot
Filing strip 521195527 · The Ivymount School, Inc. PY 2022 · Other
The Ivymount School and Programs 403(b) Plan · $21M · 193 · 78th
- IND $21M
- IND 193
- IND 78th
- IND Other
- IND near The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan
- IND ind #2505
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 Educational Services retirement plans → · Plans in Maryland →
The Ivymount School and Programs 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$5M |
| Employer EIN | 521195527 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ivymount School, Inc.)
Sponsor-wide plan assets over time
All The Ivymount School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 17.732188168400356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $21M |
| 2023 | 1 | 258 | $23M |
| 2024 | 1 | 272 | $25M |
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 Ivymount School and Programs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL ($21M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 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.