Other · DOL Form 5500 · 2023

Mcdonogh School, Incorporated Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
397
Participants Below avg headcount
89th
Percentile by assets National rank
$182,539
Avg per participant Above avg balance/head
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Official DOL plan name: Mcdonogh School Retirement Plan · Sponsored by Mcdonogh School, Incorporated · Maryland · Educational Services

$72M in assets, 397 participants

Mcdonogh School, Incorporated's Mcdonogh School Retirement Plan reported $72M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,994 in Educational Services (3,735 peers)

Coverage in Maryland

Mcdonogh School Retirement Plan covers 397 participants in Maryland, about 43% of the average Maryland filer (state average ~929 per filing). Assets: $72M.

#2,994
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mcdonogh School Retirement Plan's outsized position by total assets

Mcdonogh School Retirement Plan vs every filed plan by assets

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

$72,467,793 Top 11% higher than 89% 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

Mcdonogh School Retirement 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. Mcdonogh School Retirement Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcdonogh School Retirement Plan reported participants fell from 494 in the plan year 2022 filing to 397 in the plan year 2023 filing.
  • Mcdonogh School Retirement Plan reported net income fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mcdonogh School Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526001577 · Mcdonogh School, Incorporated PY 2023 · Other

Mcdonogh School Retirement Plan · $72M · 397 · 89th

  • BOY $72M
  • SCH 397
  • EBSA 89th
  • PART Other
  • TYPE near 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia
  • NET ind #2994

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 →

Mcdonogh School Retirement Plan in the asset neighbourhood

Lindenwood University Defined Contribution and Tax Deferred Annuity PlanLindenwood University Define…$73M403(b) Thrift Plan for Lifenet Virginia Beach, Virginia403(b) Thrift Plan for Lifen…$73MMcdonogh School Retirement PlanMcdonogh School Retirement P…$72MNew England Conservatory of Music 403(b) PlanNew England Conservatory of …$72MTransylvania University Retirement PlanTransylvania University Reti…$72M
End-of-year total assets ($M) among Mcdonogh School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$72M
Net Income$6M
Employer EIN526001577
Plan Effective Date1953-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcdonogh School, Incorporated)

Sponsor-wide plan assets over time

All Mcdonogh School, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$80M 20.000037358680434% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $66.4M $79.7M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 494 $66M
2023 1 397 $72M
2024 1 387 $80M

Nearby Other Plans in Maryland

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

Mcdonogh School Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Mcdonogh School Retirement Plan, Total assets ($B): 0.072467793 · Participants: 397Mcdonogh School Retirement 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
Mcdonogh School Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Mcdonogh School Retirement Plan side-by-side with 3 peers →

Mcdonogh School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA ($73M); by covered participants it is Horace Mann School Retirement and Savings Plan in NY (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Mcdonogh School Retirement Plan assets move in 2023? ▼
Mcdonogh School Retirement Plan grew at a solid clip - up 9.2% during 2023, from $66M to $72M. Reported net income was $6M.
How have Mcdonogh School, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcdonogh School, Incorporated's sponsor-wide assets grew 20.0%, from $66M to $80M.
Where does Mcdonogh School Retirement Plan rank by assets among Form 5500 filers? ▼
Mcdonogh School Retirement Plan ranks in the 89th 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 Mcdonogh School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA ($73M, 1,328 participants).
Which Other plans cover a similar participant headcount to Mcdonogh School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Horace Mann School Retirement and Savings Plan in NY (397 participants, $229M 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 526001577.

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.