Other · DOL Form 5500 · 2023
Cornerstone Montgomery, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 541
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $31,581
- Avg per participant Low balance/head
Official DOL plan name: Cornerstone Montgomery, Inc. 403(b) Retirement Plan · Sponsored by Cornerstone Montgomery, Inc. · Maryland · Healthcare & Social Assistance
$17M in assets, 541 participants
Cornerstone Montgomery, Inc.'s Cornerstone Montgomery, Inc. 403(b) Retirement Plan reported $17M in total assets and 541 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.
- #13,169 in Healthcare & Social Assistance (17,684 peers)
Cornerstone Montgomery, Inc. multi-year trail
Cornerstone Montgomery, Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Cornerstone Montgomery, Inc. 403(b) Retirement Plan at $17M / 541 participants.
- #13,169
- in Healthcare & Social Assistance (17,684 peers)
- +17.8%
- assets growth YoY
Cornerstone Montgomery, Inc. 403(b) Retirement Plan's outsized position by total assets
Cornerstone Montgomery, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,085,335 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
Cornerstone Montgomery, Inc. 403(b) 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. Cornerstone Montgomery, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (541 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan reported participants rose from 433 in the plan year 2022 filing to 541 in the plan year 2023 filing.
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
DOL schedule card
Filing strip 520937199 · Cornerstone Montgomery, Inc. PY 2023 · Other
Cornerstone Montgomery, Inc. 403(b) Retirement Plan · $17M · 541 · 70th
- BOY $17M
- SCH 541
- EBSA 70th
- PART Other
- TYPE near Agri-King, Inc. Employee Stock Ownership Plan
- NET ind #13169
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 →
Cornerstone Montgomery, Inc. 403(b) Retirement Plan in the asset neighbourhood
Cornerstone Montgomery, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cornerstone Montgomery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 20.638179986938603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $15M |
| 2023 | 1 | 541 | $17M |
| 2024 | 1 | 541 | $17M |
Cornerstone Montgomery, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 520937199 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
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
Cornerstone Montgomery, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Agri-King, Inc. Employee Stock Ownership Plan in IL ($17M); by covered participants it is Keystone Health Center Employee Retirement Plan in PA (541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Agri-King, Inc. Employee Stock Ownership Plan (IL) $17M · 168
- Kkv Retirement Plan (HI) $17M · 302
- Riverside Military Academy, Inc. Defined Contribution Retirement Plan (GA) $17M · 173
- Vna of Texas 403(b) Retirement Plan (TX) $17M · 251
Similar participant headcount
Nearest other-state filings by covered participants (541 participants); asset peers above are excluded.
- Keystone Health Center Employee Retirement Plan (PA) 541 · 0 off
- The Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E. (NY) 541 · 0 off
- Olivet Nazarene University DC Retirement Plan (IL) 541 · 0 off
- Givens 403(b) Matching Retirement Plan (NC) 541 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.