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
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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

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 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.

See the national 2022→2023 release diff →

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

Troy R Keller Aplc Profit Sharing PlanTroy R Keller Aplc Profit Sh…$2MRaghu Ramadurai Money Purchase Plan & TrustRaghu Ramadurai Money Purcha…$2MThe Arc Montgomery County Pension PlanThe Arc Montgomery County Pe…$2MDailey Bros Pension Plan$2MMary P. File Md Standard Prototype Money Purchase Pension Plan and TrustMary P. File Md Standard Pro…$2M
End-of-year total assets ($M) among The Arc Montgomery County Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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
$10M$11M$12M$13M$14M 202220232024 $13.3M $11.1M ▼ -16.6%
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 EIN520639953
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

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

The Arc Montgomery County Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants The Arc Montgomery County Pension Plan, Total assets ($B): 0.001566534 · Participants: 72The Arc Montgomery County Pension 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
The Arc Montgomery County Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

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.

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 Arc Montgomery County Pension Plan assets move in 2023?
The Arc Montgomery County Pension Plan contracted severely - down 68.0% during 2023, from $5M to $2M. Reported net income was -$3M.
How have The Arc Montgomery County plan assets changed over time?
Across 3 plan years on file (2022-2024), The Arc Montgomery County's sponsor-wide assets declined 16.6%, from $13M to $11M.
Which Money Purchase plans are similar in size to The Arc Montgomery County Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Dailey Bros Pension Plan in MA ($2M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to The Arc Montgomery County Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Indiana Historical Society Defined Contribution Retirement Plan in IN (72 participants, $8M in assets).