Defined Benefit (Pension) · DOL Form 5500 · 2023

Montgomery General Hospital Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
86
Participants Small participant base
38th
Percentile by assets National rank
$40,176
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montgomery General Hospital Employees' Pension Plan · Sponsored by Montgomery General Hospital · West Virginia · Healthcare & Social Assistance

$3M in assets, 86 participants

Montgomery General Hospital's Montgomery General Hospital Employees' Pension Plan reported $3M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,012 in Healthcare & Social Assistance (17,684 peers)

Montgomery General Hospital multi-year trail

Montgomery General Hospital's plans moved +19.3% in assets from 2022 to 2024; this filing shows Montgomery General Hospital Employees' Pension Plan at $3M / 86 participants.

#7,012
in Healthcare & Social Assistance (17,684 peers)
+10.0%
assets growth YoY

Montgomery General Hospital Employees' Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery General Hospital Employees' Pension Plan vs every filed plan by assets

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

$3,455,135 38th percentile higher than 38% 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

Montgomery General Hospital Employees' 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. Montgomery General Hospital Employees' Pension Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery General Hospital Employees' Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $313K in the plan year 2023 filing.
  • Montgomery General Hospital Employees' Pension Plan reported participants fell from 97 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Montgomery General Hospital Employees' Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550372580 · Montgomery General Hospital PY 2023 · Defined Benefit (Pension)

Montgomery General Hospital Employees' Pension Plan · $3M · 86 · 38th

  • IND $3M
  • EOY 86
  • 5500 38th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sfmb Management, LLC Cash Balance Pension Plan
  • EIN ind #7012

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 West Virginia →

Montgomery General Hospital Employees' Pension Plan in the asset neighbourhood

Montgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$3MMorris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesMorris Bean & Company Ret Pl…$3MAccuratime Corporation Defined Benefit Pension PlanAccuratime Corporation Defin…$3MCwynar and Kohut Defined Benefit PlanCwynar and Kohut Defined Ben…$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3M
End-of-year total assets ($M) among Montgomery General Hospital Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Montgomery General Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery General Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.306422914114716% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.14M $3.75M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 97 $3M
2023 1 86 $3M
2024 1 92 $4M

Montgomery General Hospital filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$313K
Employer EIN550372580
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Montgomery General Hospital Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Montgomery General Hospital Employees' Pension Plan, Total assets ($M): 3.455135 · Participants: 86Montgomery General Hospital Employees' Pension PlanWest Virginia Laborers Pension Trust Fund, Total assets ($M): 555.630528 · Participants: 1965West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 548.257437 · Participants: 1559I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 447.078317 · Participants: 234United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund, Total assets ($M): 419.92467 · Participants: 1453Employer - Teamsters Local Nos 175 & 505 Pension Trust FundMaryland Electrical Industry Pension Plan, Total assets ($M): 267.765025 · Participants: 1667Maryland Electrical Industry Pension Plan
Montgomery General Hospital Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare Montgomery General Hospital Employees' Pension Plan side-by-side with 3 peers →

Montgomery General Hospital Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Sfmb Management, LLC Cash Balance Pension Plan in FL ($3M); by covered participants it is Corning Museum of Glass Pension Plan in NY (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Montgomery General Hospital Employees' Pension Plan assets move in 2023? ▼
Montgomery General Hospital Employees' Pension Plan grew at a solid clip - up 10.0% during 2023, from $3M to $3M. Reported net income was $313K.
How have Montgomery General Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery General Hospital's sponsor-wide assets grew 19.3%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Montgomery General Hospital Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sfmb Management, LLC Cash Balance Pension Plan in FL ($3M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Montgomery General Hospital Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Corning Museum of Glass Pension Plan in NY (86 participants, $16M 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 550372580.

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.