Money Purchase · DOL Form 5500 · 2023

University of Maryland Foundation Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
49th
Percentile by assets National rank
$243,756
Avg per participant Above avg balance/head
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Official DOL plan name: University of Maryland Foundation 401(a) DC Plan · Sponsored by University of Maryland Foundation · Maryland · Educational Services

$6M in assets, 26 participants

University of Maryland Foundation's University of Maryland Foundation 401(a) DC Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,252 in Educational Services (3,735 peers)

University of Maryland Foundation multi-year trail

University of Maryland Foundation's plans moved +16.8% in assets from 2022 to 2024; this filing shows University of Maryland Foundation 401(a) DC Plan at $6M / 26 participants.

#1,252
in Educational Services (3,735 peers)
+7.4%
assets growth YoY

University of Maryland Foundation 401(a) DC Plan's mid-pack asset rank among Educational Services and all filers

University of Maryland Foundation 401(a) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,337,651 49th percentile higher than 49% of 127,068 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 2023

University of Maryland Foundation 401(a) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Maryland Foundation 401(a) DC Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Maryland Foundation 401(a) DC Plan reported net income rose from -$1M in the plan year 2022 filing to $434K in the plan year 2023 filing.
  • University of Maryland Foundation 401(a) DC Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • University of Maryland Foundation 401(a) DC Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521125663 · University of Maryland Foundation PY 2023 · Money Purchase

University of Maryland Foundation 401(a) DC Plan · $6M · 26 · 49th

  • EIN $6M
  • RANK 26
  • PHOTO 49th
  • IND Money Purchase
  • EOY near Self-Help, Inc. Pension Plan
  • 5500 ind #1252

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 →

University of Maryland Foundation 401(a) DC Plan in the asset neighbourhood

Indian Health Care Resource Center Retirement PlaIndian Health Care Resource …$6MKai Ming, Inc 403(b) DC Retirement PlanKai Ming, Inc 403(b) DC Reti…$6MUniversity of Maryland Foundation 401(a) DC PlanUniversity of Maryland Found…$6MSelf-Help, Inc. Pension Plan$6MIda County Iowa Community Hospital Inc. Dba Horn Memorial Hospital Employees Pension PlanIda County Iowa Community Ho…$6M
End-of-year total assets ($M) among University of Maryland Foundation 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

University of Maryland Foundation multi-year asset trail

Sponsor-wide plan assets over time

All University of Maryland Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.797183996574343% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.9M $6.9M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 26 $6M
2024 1 25 $7M

University of Maryland Foundation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$434K
Employer EIN521125663
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

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

University of Maryland Foundation 401(a) DC Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants University of Maryland Foundation 401(a) DC Plan, Total assets ($B): 0.006337651 · Participants: 26University of Maryland Foundation 401(a) DC PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of Physics
University of Maryland Foundation 401(a) DC Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare University of Maryland Foundation 401(a) DC Plan side-by-side with 3 peers →

University of Maryland Foundation 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Self-Help, Inc. Pension Plan in MA ($6M); by covered participants it is University Auxiliary Services at Albany, Inc. 401(a) DC Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Maryland Foundation 401(a) DC Plan assets move in 2023? ▼
University of Maryland Foundation 401(a) DC Plan grew at a solid clip - up 7.4% during 2023, from $6M to $6M. Reported net income was $434K.
How have University of Maryland Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Maryland Foundation's sponsor-wide assets grew 16.8%, from $6M to $7M.
Which Money Purchase plans are similar in size to University of Maryland Foundation 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Self-Help, Inc. Pension Plan in MA ($6M, 183 participants).
Which Money Purchase plans cover a similar participant headcount to University of Maryland Foundation 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University Auxiliary Services at Albany, Inc. 401(a) DC Plan in NY (26 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521125663.

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.