Other · DOL Form 5500 · 2023
Montgomery County, Md, Inc Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $82,933
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc · Sponsored by Montgomery County, Md, Inc · Maryland · Healthcare & Social Assistance
$6M in assets, 68 participants
Montgomery County, Md, Inc's 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc reported $6M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,046 in Healthcare & Social Assistance (17,684 peers)
Montgomery County, Md, Inc multi-year trail
Montgomery County, Md, Inc's plans moved +36.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc at $6M / 68 participants.
- #9,046
- in Healthcare & Social Assistance (17,684 peers)
- +21.7%
- assets growth YoY
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,639,468 47th percentile higher than 47% 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
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc reported net income rose from $837K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc reported participants fell from 73 in the plan year 2022 filing to 68 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521847976 · Montgomery County, Md, Inc PY 2023 · Other
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc · $6M · 68 · 47th
- BOOK $6M
- VS-ST 68
- BOY 47th
- SCH Other
- EBSA near Jewish Family Service of Dallas 403(b) Savings Plan
- PART ind #9046
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 →
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in the asset neighbourhood
Montgomery County, Md, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Montgomery County, Md, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 36.628963688804575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $5M |
| 2023 | 1 | 68 | $6M |
| 2024 | 1 | 70 | $6M |
Montgomery County, Md, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 521847976 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Jewish Family Service of Dallas 403(b) Savings Plan in TX ($6M); by covered participants it is Uaspire, Inc. 403(b) Retirement Plan in MA (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 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.