Money Purchase · DOL Form 5500 · 2023
The Arc Montgomery County Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $21,757
- Avg per participant Low balance/head
Official DOL plan name: The Arc Montgomery County Pension Plan · Sponsored by The Arc Montgomery County · Maryland · Healthcare & Social Assistance
$2M in assets, 72 participants
The Arc Montgomery County's The Arc Montgomery County Pension Plan reported $2M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,435 in Healthcare & Social Assistance (17,684 peers)
The Arc Montgomery County multi-year trail
The Arc Montgomery County's plans moved -16.6% in assets from 2022 to 2024; this filing shows The Arc Montgomery County Pension Plan at $2M / 72 participants.
- #4,435
- in Healthcare & Social Assistance (17,684 peers)
- -68.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Arc Montgomery County Pension Plan among the smaller filed plans by assets
The Arc Montgomery County Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,566,534 28th percentile higher than 28% 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
The Arc Montgomery County Pension 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. The Arc Montgomery County Pension Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Arc Montgomery County Pension Plan reported net income fell from -$927K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- The Arc Montgomery County Pension Plan reported participants fell from 309 in the plan year 2022 filing to 72 in the plan year 2023 filing.
- The Arc Montgomery County Pension Plan end-of-year assets fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520639953 · The Arc Montgomery County PY 2023 · Money Purchase
The Arc Montgomery County Pension Plan · $2M · 72 · 28th
- EOY $2M
- EOY 72
- EOY 28th
- EOY Money Purchase
- EOY near Dailey Bros Pension Plan
- EOY ind #4435
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 →
The Arc Montgomery County Pension Plan in the asset neighbourhood
The Arc Montgomery County multi-year asset trail
Sponsor-wide plan assets over time
All The Arc Montgomery County plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 16.599071154954405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 639 | $13M |
| 2023 | 2 | 389 | $11M |
| 2024 | 1 | 316 | $11M |
The Arc Montgomery County filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$3M |
| Employer EIN | 520639953 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
The Arc Montgomery County Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Dailey Bros Pension Plan in MA ($2M); by covered participants it is Indiana Historical Society Defined Contribution Retirement Plan in IN (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Indiana Historical Society Defined Contribution Retirement Plan (IN) 72 · 0 off
- Cordillera and Affiliated Companies Money Purchase Pension Plan (CO) 72 · 0 off
- Lifelink Foundation, Inc. Retirement Plan for Puerto Rico Employees (FL) 72 · 0 off
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) 73 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.