Other · DOL Form 5500 · 2022
The Ivymount School, Inc. Retirement Plan
Data updated 2026-08-11
- $21M
- Total assets
- 193
- Participants
- 78th
- Percentile by assets
- $109,204
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $21M
- total plan assets (2022 EOY)
- 193
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $109,204
- avg assets per participant
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.
Where The Ivymount School and Programs 403(b) Plan sits 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
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. The Ivymount School and Programs 403(b) Plan reports 193 participants - about 21% of that state average ($21M EOY assets).
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.)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Ivymount School and Programs 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Ivymount School and Programs 403(b) Plan assets move in 2022? ▼
How have The Ivymount School, Inc. plan assets changed over time? ▼
Where does The Ivymount School and Programs 403(b) Plan rank by assets among Form 5500 filers? ▼
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Next read for The Ivymount School and Programs 403(b) …
Filing takeaways
Ways to act on The Ivymount School and Programs 403(b) Plan's numbers.
- By total assets, The Ivymount School and Programs 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- The Ivymount School, Inc.'s sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Educational Services plans