Money Purchase · DOL Form 5500 · 2024

University of Maryland Foundation, Inc. Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
48th
Percentile by assets National rank
$275,814
Avg per participant High balance/head
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Official DOL plan name: University of Maryland Foundation, Inc. 401(a) DC Plan · Sponsored by University of Maryland Foundation, Inc. · Maryland · Educational Services

$7M in assets, 25 participants

University of Maryland Foundation, Inc.'s University of Maryland Foundation, Inc. 401(a) DC Plan reported $7M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,160 in Educational Services (3,638 peers)

University of Maryland Foundation, Inc. multi-year trail

University of Maryland Foundation, Inc.'s plans moved +16.8% in assets from 2022 to 2024; this filing shows University of Maryland Foundation, Inc. 401(a) DC Plan at $7M / 25 participants.

#1,160
in Educational Services (3,638 peers)
+8.8%
assets growth YoY

University of Maryland Foundation, Inc. 401(a) DC Plan's mid-pack asset rank among Educational Services and all filers

University of Maryland Foundation, Inc. 401(a) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,895,339 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 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

University of Maryland Foundation, Inc. 401(a) DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Maryland Foundation, Inc. 401(a) DC Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Maryland Foundation, Inc. 401(a) DC Plan reported net income rose from $434K in the plan year 2023 filing to $558K in the plan year 2024 filing.
  • University of Maryland Foundation, Inc. 401(a) DC Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • University of Maryland Foundation, Inc. 401(a) DC Plan reported participants fell from 26 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521125663 · University of Maryland Foundation, Inc. PY 2024 · Money Purchase

University of Maryland Foundation, Inc. 401(a) DC Plan · $7M · 25 · 48th

  • PHOTO $7M
  • PHOTO 25
  • PHOTO 48th
  • PHOTO Money Purchase
  • PHOTO near Dr Robert J Lynch Md Keogh
  • PHOTO ind #1160

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 Educational Services retirement plans → · Plans in Maryland →

University of Maryland Foundation, Inc. 401(a) DC Plan in the asset neighbourhood

Stereo Publishers Pension FundStereo Publishers Pension Fu…$7MStaten Island Physician Practice, P.C. Union Employees Pension PlanStaten Island Physician Prac…$7MAmerican Radio Association Individual Account PlanAmerican Radio Association I…$7MUniversity of Maryland Foundation, Inc. 401(a) DC PlanUniversity of Maryland Found…$7MDr Robert J Lynch Md Keogh$7M
End-of-year total assets ($M) among University of Maryland Foundation, Inc. 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

University of Maryland Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All University of Maryland Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.797183996574343% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.9M $6.9M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 26 $6M
2024 1 25 $7M

University of Maryland Foundation, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$558K
Employer EIN521125663
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

University of Maryland Foundation, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants University of Maryland Foundation, Inc. 401(a) DC Plan, Total assets ($B): 0.006895339 · Participants: 25University of Maryland Foundation, Inc. 401(a) DC PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined Contribution Plan for the Employees of the American Institute of Physics
University of Maryland Foundation, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare University of Maryland Foundation, Inc. 401(a) DC Plan side-by-side with 3 peers →

University of Maryland Foundation, Inc. 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Dr Robert J Lynch Md Keogh in WV ($7M); by covered participants it is Cotton Belt Federal Credit Union Pension Plan & Trust in AR (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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.

Frequently Asked Questions

How did University of Maryland Foundation, Inc. 401(a) DC Plan assets move in 2024? ▼
University of Maryland Foundation, Inc. 401(a) DC Plan grew at a solid clip - up 8.8% during 2024, from $6M to $7M. Reported net income was $558K.
How have University of Maryland Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Maryland Foundation, Inc.'s sponsor-wide assets grew 16.8%, from $6M to $7M.
Which Money Purchase plans are similar in size to University of Maryland Foundation, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr Robert J Lynch Md Keogh in WV ($7M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to University of Maryland Foundation, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Cotton Belt Federal Credit Union Pension Plan & Trust in AR (25 participants, $611K in assets).

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 521125663.

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.