Other
2022 plan-year Other DOL Form 5500

403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Primary Care Coalition of Montgomery County, Md, Inc. · Maryland · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. holds $5M for 73 participants — about $63,491 per participant, up 22.0% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
73
covered participants
$63,491
avg assets per participant
+22.0%
assets growth YoY
Total Assets (2023)
$5M
Participants
73
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.

403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. is a Other retirement plan sponsored by Primary Care Coalition of Montgomery County, Md, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 73 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521847976, and the plan has been effective since 2001-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $5M at year-end — a gain of 22.0%. Net assets (after liabilities) closed the year at $5M, with reported net income of $837K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$837K
Plan TypeOther
Employer EIN521847976
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Primary Care Coalition of Montgomery County, Md, Inc.)

Year Plans Participants Total Assets
2022 1 73 $5M
2023 1 68 $6M

Nearby Other Plans in Maryland

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

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. holds $5M in total assets with 73 participants. It is sponsored by Primary Care Coalition of Montgomery County, Md, Inc..
What type of plan is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.?
403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. is a Other plan. It has been effective since 2001-07-01. The plan is filed with the U.S. Department of Labor under EIN 521847976.
Who sponsors the 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.?
403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. is sponsored by Primary Care Coalition of Montgomery County, Md, Inc., located in Maryland. The sponsor's EIN is 521847976 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. perform in 2022?
403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. grew by 22.0% during 2022, moving from $4M to $5M in total assets. Net income was $837K.
Where can I find official filings for 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521847976 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc. against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 521847976.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.