Other · DOL Form 5500 · 2023

The Ivymount School, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
258
Participants Below avg headcount
75th
Percentile by assets National rank
$88,194
Avg per participant Below avg balance/head
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Official DOL plan name: The Ivymount School and Programs 403(b) Plan · Sponsored by The Ivymount School, Inc. · Maryland · Educational Services

$23M in assets, 258 participants

The Ivymount School, Inc.'s The Ivymount School and Programs 403(b) Plan reported $23M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,190 in Educational Services (3,735 peers)

Coverage in Maryland

The Ivymount School and Programs 403(b) Plan covers 258 participants in Maryland, about 28% of the average Maryland filer (state average ~929 per filing). Assets: $23M.

#2,190
in Educational Services (3,735 peers)
+8.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Ivymount School and Programs 403(b) Plan's outsized position by total assets

The Ivymount School and Programs 403(b) Plan vs every filed plan by assets

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

$22,754,177 Top 25% higher than 75% 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

The Ivymount School and Programs 403(b) 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. The Ivymount School and Programs 403(b) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ivymount School and Programs 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Ivymount School and Programs 403(b) Plan reported participants rose from 193 in the plan year 2022 filing to 258 in the plan year 2023 filing.
  • The Ivymount School and Programs 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521195527 · The Ivymount School, Inc. PY 2023 · Other

The Ivymount School and Programs 403(b) Plan · $23M · 258 · 75th

  • PCT $23M
  • EIN 258
  • RANK 75th
  • PHOTO Other
  • IND near Virginia Tech Foundation 403(b) Plan
  • EOY ind #2190

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 →

The Ivymount School and Programs 403(b) Plan in the asset neighbourhood

The Jewish Federations of North America 403(b) DC PlanThe Jewish Federations of No…$23MThe Ivymount School and Programs 403(b) PlanThe Ivymount School and Prog…$23MVirginia Tech Foundation 403(b) PlanVirginia Tech Foundation 403…$23MCoe-Brown Northwood Academy Tax-Deferred Annuity PlanCoe-Brown Northwood Academy …$23MRediscover Retirement Plan$23M
End-of-year total assets ($M) among The Ivymount School and Programs 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN521195527
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ivymount School, Inc.)

Sponsor-wide plan assets over time

All The Ivymount School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 17.732188168400356% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.1M $24.8M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 193 $21M
2023 1 258 $23M
2024 1 272 $25M

Nearby Other Plans in Maryland

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

The Ivymount School and Programs 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Ivymount School and Programs 403(b) Plan, Total assets ($B): 0.022754177 · Participants: 258The Ivymount School and Programs 403(b) PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
The Ivymount School and Programs 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Ivymount School and Programs 403(b) Plan side-by-side with 3 peers →

The Ivymount School and Programs 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Virginia Tech Foundation 403(b) Plan in VA ($23M); by covered participants it is Friendship Village of Dublin Matched Fund Retirement Plan in OH (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 The Ivymount School and Programs 403(b) Plan assets move in 2023? ▼
The Ivymount School and Programs 403(b) Plan grew at a solid clip - up 8.0% during 2023, from $21M to $23M. Reported net income was $2M.
How have The Ivymount School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ivymount School, Inc.'s sponsor-wide assets grew 17.7%, from $21M to $25M.
Where does The Ivymount School and Programs 403(b) Plan rank by assets among Form 5500 filers? ▼
The Ivymount School and Programs 403(b) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Ivymount School and Programs 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Virginia Tech Foundation 403(b) Plan in VA ($23M, 66 participants).
Which Other plans cover a similar participant headcount to The Ivymount School and Programs 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Village of Dublin Matched Fund Retirement Plan in OH (258 participants, $4M 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 521195527.

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.