Other · DOL Form 5500 · 2024
Montgomery Hospice Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $64,243
- Avg per participant Low balance/head
Official DOL plan name: Montgomery Hospice Ee & Er Contribution Plan · Sponsored by Montgomery Hospice · Maryland · Healthcare & Social Assistance
$19M in assets, 294 participants
Montgomery Hospice's Montgomery Hospice Ee & Er Contribution Plan reported $19M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,498 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Montgomery Hospice Ee & Er Contribution Plan covers 294 participants in Maryland, about 32% of the average Maryland filer (state average ~929 per filing). Assets: $19M.
- #12,498
- in Healthcare & Social Assistance (16,916 peers)
- +8.8%
- assets growth YoY
Montgomery Hospice Ee & Er Contribution Plan's outsized position by total assets
Montgomery Hospice Ee & Er Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,887,348 Top 31% higher than 69% 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 Hospice Ee & Er Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery Hospice Ee & Er Contribution Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery Hospice Ee & Er Contribution Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Montgomery Hospice Ee & Er Contribution Plan reported participants rose from 273 in the plan year 2023 filing to 294 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521114719 · Montgomery Hospice PY 2024 · Other
Montgomery Hospice Ee & Er Contribution Plan · $19M · 294 · 69th
- EIN $19M
- RANK 294
- PHOTO 69th
- IND Other
- EOY near Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan
- 5500 ind #12498
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 Hospice Ee & Er Contribution Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 521114719 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Hospice)
Sponsor-wide plan assets over time
All Montgomery Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.341089086952284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $16M |
| 2023 | 1 | 273 | $17M |
| 2024 | 1 | 294 | $19M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Montgomery Hospice Ee & Er Contribution Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan in IN ($19M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.