Other · DOL Form 5500 · 2023
Montgomery Hospice Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 273
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $63,570
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Hospice Ee & Er Contribution Plan · Sponsored by Montgomery Hospice · Maryland · Healthcare & Social Assistance
$17M in assets, 273 participants
Montgomery Hospice's Montgomery Hospice Ee & Er Contribution Plan reported $17M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,211 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Montgomery Hospice Ee & Er Contribution Plan covers 273 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $17M.
- #13,211
- in Healthcare & Social Assistance (17,684 peers)
- +9.7%
- assets growth YoY
Montgomery Hospice Ee & Er Contribution Plan's outsized position by total assets
Montgomery Hospice Ee & Er Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,354,743 Top 30% higher than 70% 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 Hospice Ee & Er Contribution 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 Hospice Ee & Er Contribution Plan sits mid-pack in the medium band (273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery Hospice Ee & Er Contribution Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Montgomery Hospice Ee & Er Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521114719 · Montgomery Hospice PY 2023 · Other
Montgomery Hospice Ee & Er Contribution Plan · $17M · 273 · 70th
- EIN $17M
- EIN 273
- EIN 70th
- EIN Other
- EIN near Boone Health 403(b)
- EIN ind #13211
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 Maryland →
Montgomery Hospice Ee & Er Contribution Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 521114719 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Hospice)
Sponsor-wide plan assets over time
All Montgomery Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.341089086952284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $16M |
| 2023 | 1 | 273 | $17M |
| 2024 | 1 | 294 | $19M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Montgomery Hospice Ee & Er Contribution Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Boone Health 403(b) in MO ($17M); by covered participants it is Human Rights Watch Retirement Savings Plan in NY (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Boone Health 403(b) (MO) $17M · 187
- Central Valley Medical Center 403(b) Retirement Plan (UT) $17M · 356
- St. Thomas School DC Retirement Plan (WA) $17M · 83
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) $17M · 138
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Human Rights Watch Retirement Savings Plan (NY) 273 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 273 · 0 off
- Hemsi 403(b) Plan (AL) 273 · 0 off
- Community School of Naples DC Retirement Plan (FL) 273 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.