401(k) · DOL Form 5500 · 2023
Montgomery Village Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $117,497
- Avg per participant Below avg balance/head
Official DOL plan name: Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · Sponsored by Montgomery Village Foundation, Inc. · Maryland · Other Services
$5M in assets, 44 participants
Montgomery Village Foundation, Inc.'s Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported $5M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #5,206 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust ranks #5,206 of 7,857 2023 filers by assets (388% of the sector average)-$5M for 44 participants.
- #5,206
- in Other Services (7,857 peers)
- +1.7%
- assets growth YoY
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's mid-pack asset rank among Other Services and all filers
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,169,879 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $85K in the plan year 2023 filing.
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported participants fell from 46 in the plan year 2022 filing to 44 in the plan year 2023 filing.
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520857236 · Montgomery Village Foundation, Inc. PY 2023 · 401(k)
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · $5M · 44 · 45th
- BOY $5M
- SCH 44
- EBSA 45th
- PART 401(k)
- TYPE near Daniel P. Buttafuoco Profit Sharing Plan
- NET ind #5206
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 Other Services retirement plans → · Plans in Maryland →
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $85K |
| Employer EIN | 520857236 |
| Plan Effective Date | 1985-11-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Village Foundation, Inc.)
Sponsor-wide plan assets over time
All Montgomery Village Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 19.812263778594602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $5M |
| 2023 | 1 | 44 | $5M |
| 2024 | 1 | 45 | $6M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Daniel P. Buttafuoco Profit Sharing Plan in NY ($5M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Stancy Health Care Corp. 401(k) Plan (AZ) 44 · 0 off
- Victory Design Inc 401(k) Plan (CA) 44 · 0 off
- Peabody Engineering & Supply Inc. 401(k) Plan (CA) 44 · 0 off
- Pv Rentals LLC 401(k) Profit Sharing Plan & Trust (TX) 44 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.