Other · DOL Form 5500 · 2024
The Ivymount School, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $91,227
- Avg per participant Below avg balance/head
Official DOL plan name: The Ivymount School and Programs 403(b) Plan · Sponsored by The Ivymount School, Inc. · Maryland · Educational Services
$25M in assets, 272 participants
The Ivymount School, Inc.'s The Ivymount School and Programs 403(b) Plan reported $25M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,106 in Educational Services (3,638 peers)
Coverage in Maryland
The Ivymount School and Programs 403(b) Plan covers 272 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $25M.
- #2,106
- in Educational Services (3,638 peers)
- +9.1%
- assets growth YoY
The Ivymount School and Programs 403(b) Plan's outsized position by total assets
The Ivymount School and Programs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,813,754 Top 26% higher than 74% 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 Ivymount School and Programs 403(b) 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 Ivymount School and Programs 403(b) Plan sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Ivymount School and Programs 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Ivymount School and Programs 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- The Ivymount School and Programs 403(b) Plan reported participants rose from 258 in the plan year 2023 filing to 272 in the plan year 2024 filing.
DOL schedule card
Filing strip 521195527 · The Ivymount School, Inc. PY 2024 · Other
The Ivymount School and Programs 403(b) Plan · $25M · 272 · 74th
- IND $25M
- EOY 272
- 5500 74th
- ASSETS Other
- PCT near Community Systems, Inc. Contributory 403 (B) Plan
- EIN ind #2106
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 →
The Ivymount School and Programs 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 521195527 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ivymount School, Inc.)
Sponsor-wide plan assets over time
All The Ivymount School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 17.732188168400356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $21M |
| 2023 | 1 | 258 | $23M |
| 2024 | 1 | 272 | $25M |
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 Ivymount School and Programs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Community Systems, Inc. Contributory 403 (B) Plan in MA ($25M); by covered participants it is Colorado Springs Independence Center 403b Plan in CO (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Community Systems, Inc. Contributory 403 (B) Plan (MA) $25M · 1,096
- Horizon House 403(b) Retirement Plan (PA) $25M · 910
- United Methodist Homes 403 B Plan (NY) $25M · 835
- Foothill Family Service 403b Plan (CA) $25M · 291
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Colorado Springs Independence Center 403b Plan (CO) 272 · 0 off
- Accesshealth 403(b) Plan (TX) 272 · 0 off
- 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. (NY) 272 · 0 off
- Amberwell Health 403(b) Plan (KS) 272 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.