Other · DOL Form 5500 · 2024
Mcdonogh School, Incorporated Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 387
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $205,840
- Avg per participant Above avg balance/head
Official DOL plan name: Mcdonogh School Retirement Plan · Sponsored by Mcdonogh School, Incorporated · Maryland · Educational Services
$80M in assets, 387 participants
Mcdonogh School, Incorporated's Mcdonogh School Retirement Plan reported $80M in total assets and 387 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,891 in Educational Services (3,638 peers)
Coverage in Maryland
Mcdonogh School Retirement Plan covers 387 participants in Maryland, about 42% of the average Maryland filer (state average ~929 per filing). Assets: $80M.
- #2,891
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Mcdonogh School Retirement Plan's outsized position by total assets
Mcdonogh School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,660,226 Top 11% higher than 89% 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
Mcdonogh School 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. Mcdonogh School Retirement Plan sits mid-pack in the medium band (387 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcdonogh School Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Mcdonogh School Retirement Plan end-of-year assets rose from $72M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Mcdonogh School Retirement Plan reported participants fell from 397 in the plan year 2023 filing to 387 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 526001577 · Mcdonogh School, Incorporated PY 2024 · Other
Mcdonogh School Retirement Plan · $80M · 387 · 89th
- EOY $80M
- EOY 387
- EOY 89th
- EOY Other
- EOY near John Burroughs School Defined Contribution Retirement Plan
- EOY ind #2891
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 →
Mcdonogh School Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $7M |
| Employer EIN | 526001577 |
| Plan Effective Date | 1953-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcdonogh School, Incorporated)
Sponsor-wide plan assets over time
All Mcdonogh School, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 20.000037358680434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $66M |
| 2023 | 1 | 397 | $72M |
| 2024 | 1 | 387 | $80M |
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
Mcdonogh School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is John Burroughs School Defined Contribution Retirement Plan in MO ($80M); by covered participants it is By the Bay Health 403(b) Plan in CA (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- By the Bay Health 403(b) Plan (CA) 387 · 0 off
- The Exploratorium Retirement Plan (CA) 387 · 0 off
- Atlantic Council of the United States 403(b)DC Plan (DC) 386 · 1 off
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) 388 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.