Other · DOL Form 5500 · 2022

The Montgomery County Coalition for the Homeless Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
159
Participants Small participant base
37th
Percentile by assets National rank
$15,463
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Montgomery County Coalition for the Homeless 403b Plan · Sponsored by The Montgomery County Coalition for the Homeless Inc. · Maryland · Healthcare & Social Assistance

$2M in assets, 159 participants

The Montgomery County Coalition for the Homeless Inc.'s Montgomery County Coalition for the Homeless 403b Plan reported $2M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,882 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Montgomery County Coalition for the Homeless 403b Plan covers 159 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $2M.

#7,882
in Healthcare & Social Assistance (20,060 peers)
+27.6%
assets growth YoY

Montgomery County Coalition for the Homeless 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery County Coalition for the Homeless 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,458,586 37th percentile higher than 37% of 139,123 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 2022

Montgomery County Coalition for the Homeless 403b Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery County Coalition for the Homeless 403b Plan sits mid-pack in the medium band (159 participants).

Plan-year Form 5500 strip

Filing strip 521735674 · The Montgomery County Coalition for the Homeless Inc. PY 2022 · Other

Montgomery County Coalition for the Homeless 403b Plan · $2M · 159 · 37th

  • TYPE $2M
  • NET 159
  • BOOK 37th
  • VS-ST Other
  • BOY near The Briarwood School 403b DC Plan
  • SCH ind #7882

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 →

Montgomery County Coalition for the Homeless 403b Plan in the asset neighbourhood

Independent Living Services Inc. 403b PlanIndependent Living Services …$2MMontgomery County Coalition for the Homeless 403b PlanMontgomery County Coalition …$2MThe Briarwood School 403b DC PlanThe Briarwood School 403b DC…$2MDorcas International Institute of Rhode Island 403(b) Retirement PlanDorcas International Institu…$2MThe Priority Center 403(b) PlanThe Priority Center 403(b) P…$2M
End-of-year total assets ($M) among Montgomery County Coalition for the Homeless 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$532K
Employer EIN521735674
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

Montgomery County Coalition for the Homeless 403b Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Montgomery County Coalition for the Homeless 403b Plan, Total assets ($B): 0.002458586 · Participants: 159Montgomery County Coalition for the Homeless 403b PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Montgomery County Coalition for the Homeless 403b Plan vs. nearby Other plans in Maryland, assets vs. participants

Montgomery County Coalition for the Homeless 403b Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is The Briarwood School 403b DC Plan in TX ($2M); by covered participants it is North, Inc. Employee Savings Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Montgomery County Coalition for the Homeless 403b Plan assets move in 2022?
Montgomery County Coalition for the Homeless 403b Plan grew sharply - up 27.6% during 2022, from $2M to $2M. Reported net income was $532K.
Which Other plans are similar in size to Montgomery County Coalition for the Homeless 403b Plan?
Among Other plans in other states, the closest by assets is The Briarwood School 403b DC Plan in TX ($2M, 77 participants).
Which Other plans cover a similar participant headcount to Montgomery County Coalition for the Homeless 403b Plan?
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (159 participants, $2M in assets).