401(k)
2024 plan-year 401(k) DOL Form 5500

Independent Schools of Maryland and Greater Washington Multiple Employer Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Association of Independent Maryland and DC Schools · Maryland · Educational Services

What the 2023 filing shows

Independent Schools of Maryland and Greater Washington Multiple Employer Plan holds $155M for 696 participants — about $222,715 per participant, up 5.8% over the 2024 plan year.

$155M
total plan assets (2024 EOY)
696
covered participants
$222,715
avg assets per participant
+5.8%
assets growth YoY
Total Assets (2023)
$155M
Participants
696
State
Industry
Educational Services

What the Filing Says About Independent Schools of Maryland and Greater Washington Multiple Employer Plan

Independent Schools of Maryland and Greater Washington Multiple Employer Plan is a 401(k) retirement plan sponsored by Association of Independent Maryland and DC Schools, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $155M in total end-of-year assets and covers 696 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237007087, and the plan has been effective since 2024-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $146M at the beginning of 2024 to $155M at year-end — a gain of 5.8%. Net assets (after liabilities) closed the year at $155M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$146M
Total Assets (End of Year)$155M
Net Assets (End of Year)$155M
Net Income$1M
Plan Type401(k)
Employer EIN237007087
Plan Effective Date2024-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association of Independent Maryland and DC Schools)

Year Plans Participants Total Assets
2022 1 7 N/A
2023 1 8 N/A
2024 1 696 $155M

Nearby 401(k) Plans in Maryland

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Frequently Asked Questions

How much money is in the Independent Schools of Maryland and Greater Washington Multiple Employer Plan?
As of the 2024 Form 5500 filing, Independent Schools of Maryland and Greater Washington Multiple Employer Plan holds $155M in total assets with 696 participants. It is sponsored by Association of Independent Maryland and DC Schools.
What type of plan is Independent Schools of Maryland and Greater Washington Multiple Employer Plan?
Independent Schools of Maryland and Greater Washington Multiple Employer Plan is a 401(k) plan. It has been effective since 2024-11-01. The plan is filed with the U.S. Department of Labor under EIN 237007087.
Who sponsors the Independent Schools of Maryland and Greater Washington Multiple Employer Plan?
Independent Schools of Maryland and Greater Washington Multiple Employer Plan is sponsored by Association of Independent Maryland and DC Schools, located in Maryland. The sponsor's EIN is 237007087 and the plan operates in the Educational Services industry.
How did Independent Schools of Maryland and Greater Washington Multiple Employer Plan perform in 2024?
Independent Schools of Maryland and Greater Washington Multiple Employer Plan grew by 5.8% during 2024, moving from $146M to $155M in total assets. Net income was $1M.
Where can I find official filings for Independent Schools of Maryland and Greater Washington Multiple Employer Plan?
Official Form 5500 filings for Independent Schools of Maryland and Greater Washington Multiple Employer Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237007087 or plan name at efast.dol.gov.
How does Independent Schools of Maryland and Greater Washington Multiple Employer Plan compare to other plans?
You can compare Independent Schools of Maryland and Greater Washington Multiple Employer Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 237007087.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.