Other · DOL Form 5500 · 2024
The Arc of Montgomery County Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 316
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $35,035
- Avg per participant Low balance/head
Official DOL plan name: The Arc Montgomery County Tax Sheltered Annuity Plan · Sponsored by The Arc of Montgomery County · Maryland · Healthcare & Social Assistance
$11M in assets, 316 participants
The Arc of Montgomery County's The Arc Montgomery County Tax Sheltered Annuity Plan reported $11M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,707 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
The Arc Montgomery County Tax Sheltered Annuity Plan covers 316 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $11M.
- #10,707
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
The Arc Montgomery County Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Arc Montgomery County Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,071,098 Top 42% higher than 58% 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
The Arc Montgomery County Tax Sheltered Annuity 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. The Arc Montgomery County Tax Sheltered Annuity Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Arc Montgomery County Tax Sheltered Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Arc Montgomery County Tax Sheltered Annuity Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 520639953 · The Arc of Montgomery County PY 2024 · Other
The Arc Montgomery County Tax Sheltered Annuity Plan · $11M · 316 · 58th
- NET $11M
- NET 316
- NET 58th
- NET Other
- NET near Easterseals Arkansas 403(b) Plan
- NET ind #10707
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 →
The Arc Montgomery County Tax Sheltered Annuity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 520639953 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Arc of Montgomery County)
Sponsor-wide plan assets over time
All The Arc of Montgomery County plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 16.599071154954405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 639 | $13M |
| 2023 | 2 | 389 | $11M |
| 2024 | 1 | 316 | $11M |
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
The Arc Montgomery County Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Easterseals Arkansas 403(b) Plan in AR ($11M); by covered participants it is The Mary Wade Home, Inc. 403(b) Savings Plan in CT (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- The Mary Wade Home, Inc. 403(b) Savings Plan (CT) 316 · 0 off
- Wittenberg University Defined Contribution Retirement Plan (OH) 316 · 0 off
- Mainline Health 403b Plan (AR) 316 · 0 off
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) 316 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.