Other · DOL Form 5500 · 2023
The Holton-Arms School, Inc. Retirement Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 194
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $393,754
- Avg per participant High balance/head
Official DOL plan name: Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · Sponsored by The Holton-Arms School, Inc. · Maryland · Educational Services
$76M in assets, 194 participants
The Holton-Arms School, Inc.'s Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported $76M in total assets and 194 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.
- #3,018 in Educational Services (3,735 peers)
Coverage in Maryland
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan covers 194 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $76M.
- #3,018
- in Educational Services (3,735 peers)
- +10.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's outsized position by total assets
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,388,242 Top 11% higher than 89% 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
Holton-Arms School, Inc. Tax Deferred Savings & 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. Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported participants rose from 173 in the plan year 2022 filing to 194 in the plan year 2023 filing.
- Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.
DOL schedule card
Filing strip 530196507 · The Holton-Arms School, Inc. PY 2023 · Other
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · $76M · 194 · 89th
- EIN $76M
- EIN 194
- EIN 89th
- EIN Other
- EIN near Westmont College Defined Contribution Retirement Plan
- EIN ind #3018
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 →
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $7M |
| Employer EIN | 530196507 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Holton-Arms School, Inc.)
Sponsor-wide plan assets over time
All The Holton-Arms School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 19.33891329967498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $69M |
| 2023 | 1 | 194 | $76M |
| 2024 | 1 | 191 | $83M |
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
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Westmont College Defined Contribution Retirement Plan in CA ($76M); by covered participants it is American Academy of Dermatology 403b Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Westmont College Defined Contribution Retirement Plan (CA) $76M · 416
- United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan (CO) $76M · 455
- Candid Defined Contribution Retirement Plan (NY) $76M · 328
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) $76M · 1,122
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- American Academy of Dermatology 403b Plan (IL) 194 · 0 off
- The Seven Hills School Retirement Plan (OH) 194 · 0 off
- Governor Dummer Academy Defined Contribution Retirement Plan (MA) 194 · 0 off
- Wesleyan College Retirement Plan (GA) 194 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.