Other · DOL Form 5500 · 2023

The Arc of Montgomery County Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
317
Participants Below avg headcount
58th
Percentile by assets National rank
$30,309
Avg per participant Low balance/head
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Official DOL plan name: The Arc Montgomery County Tax Sheltered Annuity Plan · Sponsored by The Arc of Montgomery County · Maryland · Healthcare & Social Assistance

$10M in assets, 317 participants

The Arc of Montgomery County's The Arc Montgomery County Tax Sheltered Annuity Plan reported $10M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,204 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

The Arc Montgomery County Tax Sheltered Annuity Plan covers 317 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#11,204
in Healthcare & Social Assistance (17,684 peers)
+14.6%
assets growth YoY

The Arc Montgomery County Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Arc Montgomery County Tax Sheltered Annuity Plan vs every filed plan by assets

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

$9,607,829 Top 42% higher than 58% 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 Tax Sheltered Annuity 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 Arc Montgomery County Tax Sheltered Annuity Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Arc Montgomery County Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Arc Montgomery County Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Arc Montgomery County Tax Sheltered Annuity Plan reported participants fell from 330 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520639953 · The Arc of Montgomery County PY 2023 · Other

The Arc Montgomery County Tax Sheltered Annuity Plan · $10M · 317 · 58th

  • IND $10M
  • EOY 317
  • 5500 58th
  • ASSETS Other
  • PCT near Judson 403(b) Plan
  • EIN ind #11204

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 Tax Sheltered Annuity Plan in the asset neighbourhood

The Arc Montgomery County Tax Sheltered Annuity PlanThe Arc Montgomery County Ta…$10MJudson 403(b) Plan$10MSherman College of Straight ChiropracticSherman College of Straight …$10M403(b) Thrift Plan of United Way, Inc.403(b) Thrift Plan of United…$10MEarly Childhood Development Co, LLC 403b DC PlanEarly Childhood Development …$10M
End-of-year total assets ($M) among The Arc Montgomery County Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN520639953
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arc of Montgomery County)

Sponsor-wide plan assets over time

All The Arc of 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

Nearby Other Plans in Maryland

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

The Arc Montgomery County Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Arc Montgomery County Tax Sheltered Annuity Plan, Total assets ($B): 0.009607829 · Participants: 317The Arc Montgomery County Tax Sheltered Annuity 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 Arc Montgomery County Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Arc Montgomery County Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Arc Montgomery County Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Judson 403(b) Plan in OH ($10M); by covered participants it is Acrmc 403(b) Plan in OH (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Arc Montgomery County Tax Sheltered Annuity Plan assets move in 2023? ▼
The Arc Montgomery County Tax Sheltered Annuity Plan grew at a solid clip - up 14.6% during 2023, from $8M to $10M. Reported net income was $1M.
How have The Arc of Montgomery County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arc of Montgomery County's sponsor-wide assets declined 16.6%, from $13M to $11M.
Which Other plans are similar in size to The Arc Montgomery County Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Judson 403(b) Plan in OH ($10M, 468 participants).
Which Other plans cover a similar participant headcount to The Arc Montgomery County Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Acrmc 403(b) Plan in OH (317 participants, $3M 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 520639953.

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.