Other · DOL Form 5500 · 2023
Montgomery County Emergency Service Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 204
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $60,132
- Avg per participant Low balance/head
Official DOL plan name: Montgomery County Mh/Mr Emergency Service Retirement Plan · Sponsored by Montgomery County Emergency Service · Pennsylvania · Healthcare & Social Assistance
$12M in assets, 204 participants
Montgomery County Emergency Service's Montgomery County Mh/Mr Emergency Service Retirement Plan reported $12M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,100 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Montgomery County Mh/Mr Emergency Service Retirement Plan covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #12,100
- in Healthcare & Social Assistance (17,684 peers)
- +24.9%
- assets growth YoY
Montgomery County Mh/Mr Emergency Service Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Montgomery County Mh/Mr Emergency Service Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,266,964 Top 37% higher than 63% 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 County Mh/Mr Emergency Service Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery County Mh/Mr Emergency Service Retirement Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery County Mh/Mr Emergency Service Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Montgomery County Mh/Mr Emergency Service Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Montgomery County Mh/Mr Emergency Service Retirement Plan reported participants fell from 227 in the plan year 2022 filing to 204 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231894907 · Montgomery County Emergency Service PY 2023 · Other
Montgomery County Mh/Mr Emergency Service Retirement Plan · $12M · 204 · 63rd
- SCH $12M
- SCH 204
- SCH 63rd
- SCH Other
- SCH near Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan
- SCH ind #12100
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Montgomery County Mh/Mr Emergency Service Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 231894907 |
| Plan Effective Date | 1998-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery County Emergency Service)
Sponsor-wide plan assets over time
All Montgomery County Emergency Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 46.024014832541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $10M |
| 2023 | 1 | 204 | $12M |
| 2024 | 1 | 225 | $14M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Montgomery County Mh/Mr Emergency Service Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan in CA ($12M); by covered participants it is Hcs 403(b) Retirement Plan in NH (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Hcs 403(b) Retirement Plan (NH) 204 · 0 off
- Ceres - 403(b) DC Plan (MA) 204 · 0 off
- Simpson College Defined Contribution Retirement Plan (IA) 204 · 0 off
- Crouse Community Center Employee Retirement Tsa Plan (NY) 204 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.