Other · DOL Form 5500 · 2022

The Holton-Arms School, Inc. Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
173
Participants Small participant base
91st
Percentile by assets National rank
$400,733
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · Sponsored by The Holton-Arms School, Inc. · Maryland · Educational Services

$69M in assets, 173 participants

The Holton-Arms School, Inc.'s Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported $69M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,315 in Educational Services (4,024 peers)

Coverage in Maryland

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan covers 173 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $69M.

#3,315
in Educational Services (4,024 peers)
+7.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's outsized position by total assets

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$69,326,822 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Holton-Arms School, Inc. Tax Deferred Savings & 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. Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan sits mid-pack in the medium band (173 participants).

Published 5500 schedule card

Filing strip 530196507 · The Holton-Arms School, Inc. PY 2022 · Other

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · $69M · 173 · 91st

  • ASSETS $69M
  • ASSETS 173
  • ASSETS 91st
  • ASSETS Other
  • ASSETS near Peddie School 403(b) Tda & DC Plan
  • ASSETS ind #3315

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 →

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan in the asset neighbourhood

Drake University Voluntary Tax-Deferred Annuity Retirement PlanDrake University Voluntary T…$69MPeddie School 403(b) Tda & DC PlanPeddie School 403(b) Tda & D…$69MAscension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$69MHolton-Arms School, Inc. Tax Deferred Savings & Retirement PlanHolton-Arms School, Inc. Tax…$69MLoyola University Supplemental Retirement PlanLoyola University Supplement…$69M
End-of-year total assets ($M) among Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$69M
Net Income$5M
Employer EIN530196507
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Holton-Arms School, Inc.)

Sponsor-wide plan assets over time

All The Holton-Arms School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 19.33891329967498% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.3M $82.7M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 173 $69M
2023 1 194 $76M
2024 1 191 $83M

Nearby Other Plans in Maryland

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

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan, Total assets ($B): 0.069326822 · Participants: 173Holton-Arms School, Inc. Tax Deferred Savings & Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan side-by-side with 3 peers →

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Peddie School 403(b) Tda & DC Plan in NJ ($69M); by covered participants it is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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.

Frequently Asked Questions

How did Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan assets move in 2022? ▼
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan grew at a solid clip - up 7.9% during 2022, from $64M to $69M. Reported net income was $5M.
How have The Holton-Arms School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holton-Arms School, Inc.'s sponsor-wide assets grew 19.3%, from $69M to $83M.
Where does Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Peddie School 403(b) Tda & DC Plan in NJ ($69M, 315 participants).
Which Other plans cover a similar participant headcount to Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants, $4M in assets).

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 530196507.

Read our methodology - how this data is sourced, computed, and verified.

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