401(k) · DOL Form 5500 · 2024
Montgomery Village Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $135,388
- Avg per participant Near avg balance/head
Official DOL plan name: Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · Sponsored by Montgomery Village Foundation, Inc. · Maryland · Other Services
$6M in assets, 45 participants
Montgomery Village Foundation, Inc.'s Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported $6M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,159 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust ranks #5,159 of 7,719 2024 filers by assets (329% of the sector average)-$6M for 45 participants.
- #5,159
- in Other Services (7,719 peers)
- +17.8%
- assets growth YoY
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's mid-pack asset rank among Other Services and all filers
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,092,462 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported net income rose from $85K in the plan year 2023 filing to $923K in the plan year 2024 filing.
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust reported participants rose from 44 in the plan year 2023 filing to 45 in the plan year 2024 filing.
DOL schedule card
Filing strip 520857236 · Montgomery Village Foundation, Inc. PY 2024 · 401(k)
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust · $6M · 45 · 46th
- PART $6M
- TYPE 45
- NET 46th
- BOOK 401(k)
- VS-ST near Tensor Engineering 401(k) Plan
- BOY ind #5159
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 Other Services retirement plans → · Plans in Maryland →
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $923K |
| Employer EIN | 520857236 |
| Plan Effective Date | 1985-11-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Village Foundation, Inc.)
Sponsor-wide plan assets over time
All Montgomery Village Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 19.812263778594602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $5M |
| 2023 | 1 | 44 | $5M |
| 2024 | 1 | 45 | $6M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Montgomery Village Foundation, Inc. Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Tensor Engineering 401(k) Plan in FL ($6M); by covered participants it is Tlm Associates, Inc. 401(k) Plan in TN (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Tensor Engineering 401(k) Plan (FL) $6M · 20
- Encore Pipe & Construction 401(k) Plan (TX) $6M · 162
- Washington Auto Mall 401(k) Plan (PA) $6M · 144
- Bluegrass Ingredients, Inc. 401(k) Plan (KY) $6M · 243
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
- The Fredericks Company 401(k) & Profit Sharing Plan (PA) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.