Other · DOL Form 5500 · 2024

Montgomery Hospice Retirement Plan

Data updated 2026-08-11

$19M
Total assets
294
Participants
69th
Percentile by assets
$64,243
Avg per participant
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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.

  • 69th percentile by assets (of 123,622 plans)
  • #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.

$19M
total plan assets (2024 EOY)
294
covered participants
69th
percentile by assets (of 123,622 plans)
$64,243
avg assets per participant

Where Montgomery Hospice Ee & Er Contribution Plan sits 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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State
Maryland
Industry
Healthcare & Social Assistance

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Montgomery Hospice Ee & Er Contribution Plan reports 294 participants - about 32% of that state average ($19M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN521114719
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Hospice)

$15M$16M$17M$18M$19M$20M 202220232024 $15.8M $18.9M ▲ +19.3%
Total plan assets by year, all Montgomery Hospice plans on file
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.

Montgomery Hospice Ee & Er Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Montgomery Hospice E…, Total assets ($B): 0.018887348 · Participants: 294Montgomery Hospice E…Johns Hopkins Univer…, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins Univer…Medstar Health, Inc.…, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc.…The Johns Hopkins Un…, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins Un…Howard Hughes Medica…, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medica…Johns Hopkins Health…, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health…
Montgomery Hospice Ee & Er Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Montgomery Hospice Ee & Er Contribution … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Montgomery Hospice Ee & Er Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Montgomery Hospice Ee & Er Contribution Plan assets move in 2024? ▼
Montgomery Hospice Ee & Er Contribution Plan grew at a solid clip - up 8.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have Montgomery Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Hospice's sponsor-wide assets grew 19.3%, from $16M to $19M.
Which Other plans are similar in size to Montgomery Hospice Ee & Er Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan in IN ($19M, 472 participants).

Next read for Montgomery Hospice Ee & Er Contribution …

Filing takeaways

Ways to act on Montgomery Hospice Ee & Er Contribution Plan's numbers.

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 521114719.

Read our methodology - how this data is sourced, computed, and verified.

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