Other · DOL Form 5500 · 2024
Montgomery County Emergency Service Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $63,760
- Avg per participant Low balance/head
Official DOL plan name: Montgomery County Mh/Mr Emergency Service Retirement Plan · Sponsored by Montgomery County Emergency Service · Pennsylvania · Healthcare & Social Assistance
$14M in assets, 225 participants
Montgomery County Emergency Service's Montgomery County Mh/Mr Emergency Service Retirement Plan reported $14M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,605 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Montgomery County Mh/Mr Emergency Service Retirement Plan covers 225 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #11,605
- in Healthcare & Social Assistance (16,916 peers)
- +16.9%
- assets growth YoY
Montgomery County Mh/Mr Emergency Service Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Montgomery County Mh/Mr Emergency Service Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,345,903 Top 37% higher than 63% 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 County Mh/Mr Emergency Service Retirement 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 County Mh/Mr Emergency Service Retirement Plan sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery County Mh/Mr Emergency Service Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Montgomery County Mh/Mr Emergency Service Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Montgomery County Mh/Mr Emergency Service Retirement Plan reported participants rose from 204 in the plan year 2023 filing to 225 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231894907 · Montgomery County Emergency Service PY 2024 · Other
Montgomery County Mh/Mr Emergency Service Retirement Plan · $14M · 225 · 63rd
- RANK $14M
- PHOTO 225
- IND 63rd
- EOY Other
- 5500 near Sunset Association Retirement Savings Plan
- ASSETS ind #11605
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 Pennsylvania →
Montgomery County Mh/Mr Emergency Service Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 231894907 |
| Plan Effective Date | 1998-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery County Emergency Service)
Sponsor-wide plan assets over time
All Montgomery County Emergency Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 46.024014832541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $10M |
| 2023 | 1 | 204 | $12M |
| 2024 | 1 | 225 | $14M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Montgomery County Mh/Mr Emergency Service Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Sunset Association Retirement Savings Plan in MI ($14M); by covered participants it is The Guild for Exceptional Children 403(b) Plan in NY (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Sunset Association Retirement Savings Plan (MI) $14M · 379
- Little River Medical Center Inc. 403b Plan (SC) $14M · 359
- Sholom Community Alliance 403b Plan (MN) $14M · 475
- Creoks Mental Health Services 403(b) Plan (OK) $14M · 811
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- The Guild for Exceptional Children 403(b) Plan (NY) 225 · 0 off
- El Education, Inc. 403(b) Plan (NY) 225 · 0 off
- Madd 403b Plan (TX) 225 · 0 off
- Human Resources Research Organization Defined Contribution Plan (VA) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.