Other · DOL Form 5500 · 2024

The Holton-Arms School, Inc. Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
191
Participants Below avg headcount
89th
Percentile by assets National rank
$433,162
Avg per participant High balance/head
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Official DOL plan name: Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · Sponsored by The Holton-Arms School, Inc. · Maryland · Educational Services

$83M in assets, 191 participants

The Holton-Arms School, Inc.'s Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported $83M in total assets and 191 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.

  • #2,914 in Educational Services (3,638 peers)

Coverage in Maryland

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan covers 191 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $83M.

#2,914
in Educational Services (3,638 peers)
+8.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's outsized position by total assets

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs every filed plan by assets

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

$82,733,876 Top 11% higher than 89% 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

Holton-Arms School, Inc. Tax Deferred Savings & 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. Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan end-of-year assets rose from $76M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan reported participants fell from 194 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 530196507 · The Holton-Arms School, Inc. PY 2024 · Other

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan · $83M · 191 · 89th

  • EIN $83M
  • EIN 191
  • EIN 89th
  • EIN Other
  • EIN near Jacksonville University Defined Contribution Retirement Plan
  • EIN ind #2914

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 →

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan in the asset neighbourhood

Guilford College Defined Contribution PlanGuilford College Defined Con…$83MJacksonville University Defined Contribution Retirement PlanJacksonville University Defi…$83MHolton-Arms School, Inc. Tax Deferred Savings & Retirement PlanHolton-Arms School, Inc. Tax…$83MRoseman University of Health Sciences Defined Contribution PlanRoseman University of Health…$83MAlbuquerque Academy Retirement PlanAlbuquerque Academy Retireme…$83M
End-of-year total assets ($M) among Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$83M
Net Income$6M
Employer EIN530196507
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Holton-Arms School, Inc.)

Sponsor-wide plan assets over time

All The Holton-Arms School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 19.33891329967498% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.3M $82.7M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 173 $69M
2023 1 194 $76M
2024 1 191 $83M

Nearby Other Plans in Maryland

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

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan, Total assets ($B): 0.082733876 · Participants: 191Holton-Arms School, Inc. Tax Deferred Savings & Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan side-by-side with 3 peers →

Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Jacksonville University Defined Contribution Retirement Plan in FL ($83M); by covered participants it is Tiaa-Cref Annuity Plan for the Faculty and the Administration of Athens Academy in GA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan assets move in 2024? ▼
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan grew at a solid clip - up 8.3% during 2024, from $76M to $83M. Reported net income was $6M.
How have The Holton-Arms School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Holton-Arms School, Inc.'s sponsor-wide assets grew 19.3%, from $69M to $83M.
Where does Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jacksonville University Defined Contribution Retirement Plan in FL ($83M, 400 participants).
Which Other plans cover a similar participant headcount to Holton-Arms School, Inc. Tax Deferred Savings & Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Annuity Plan for the Faculty and the Administration of Athens Academy in GA (191 participants, $26M 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 530196507.

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.