Chevy Chase, MD Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chevy Chase, MD has 40 loaded benefit plan(s) reported by 25 plan sponsor(s), with $2,225,840,218 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 40
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,225,840,218
- Total reported liabilities (EOY)
- $681,122
- Total reported net assets (EOY)
- $2,225,159,096
Contributions & income
- Employer contributions
- $40,899,909
- Participant contributions
- $45,436,232
- Total income / additions
- $407,933,163
Expenses & distributions
- Benefits paid / distributions
- $126,132,456
- Total expenses
- $128,014,042
- Net increase / (decrease)
- $279,919,121
Coverage
- Total reported participants
- 31,043
- Plans with financial statements
- 25
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chevy Chase, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Howard Hughes Medical Institute Retirement Savings Plan | Howard Hughes Medical Institute | $1,798,525,441 | 2023 |
| Abacus Technology Corporation 401(K) Plan And Trust | Abacus Technology Corporation | $96,073,137 | 2023 |
| The Knot Worldwide 401k Plan | The Knot Worldwide | $76,196,623 | 2023 |
| Howard Hughes Medical Institute Retiree Welfare Benefit Plan | Howard Hughes Medical Institute | $41,261,894 | 2023 |
| University Research Co., LLC Employee Retirement Plan | University Research Co., LLC | $40,085,055 | 2023 |
| Creative Associates International, Inc. Incentive Savings Program | Creative Associates International, Inc. | $35,111,600 | 2023 |
| Chevy Chase Club, Inc. 401(K) Retirement Plan | Chevy Chase Club, Inc. | $25,232,896 | 2023 |
| Pmhg 401(K) Plan | Pm Hospitality Strategies, Inc. | $23,096,766 | 2023 |
| Steuart Investment Company 401(K) Plan | Steuart Investment Company | $17,754,665 | 2023 |
| Columbia Country Club 401(K) Profit Sharing Plan | Columbia Country Club | $11,035,142 | 2023 |
| Zuckerman Gravely Management, Inc. 401(K) Retirement Plan | Zuckerman Gravely Management, Inc. | $9,812,041 | 2023 |
| Philip D. Bobrow, M.D., P.A. Profit Sharing Plan | Philip D. Bobrow, M.D., P.A. | $9,750,756 | 2023 |
| Cdm Group, Inc. 401(K) Profit Sharing And Trust Plan | The Cdm Group, Inc. | $8,435,130 | 2023 |
| Cjt International, LLC Defined Benefit Pension Pla | Cjt International LLC | $8,176,418 | 2023 |
| Cardiology And Internal Medicine P.A. Profit Sharing Plan | Cardiology And Internal Medicine P.A. | $6,837,991 | 2023 |
| James H Brodsky Md Pc Profit Sharing Plan | James H. Brodsky M.D., P.C. | $5,882,792 | 2023 |
| Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) | Liptz, Roberts & Marquez, Chartered | $3,498,369 | 2023 |
| The S. Kann Sons Company Pension Plan | The S. Kann Sons Company | $3,170,228 | 2023 |
| Dermatologic Surgery Center Profit Sharing Plan | Dermatologic Surgery Center | $2,128,276 | 2023 |
| Creative Family Connections LLC 401(K) Plan | Creative Family Connections LLC | $1,452,303 | 2023 |
| Miller'S Furs, Inc. Profit Sharing Plan | Miller Furs, Inc. | $929,406 | 2023 |
| Larry Greenbaum Keogh | Larry Greenbaum Dds | $885,140 | 2023 |
| The William S. Abell Foundation 401(K) Plan | The William S. Abell Foundation | $505,149 | 2023 |
| Simstark Industries Inc. Retirement Plan | Simstark Industries Inc. | $3,000 | 2023 |
| Potomac Hospitality Services, Inc. 401(K) Plan | Potomac Hospitality Services, Inc. | $0 | 2023 |
Largest plans in Chevy Chase → · Chevy Chase plans by participants → · Chevy Chase plans with financial data → · Chevy Chase plans with provider compensation → · $1B+ plans in Chevy Chase →
Related Form 5500 pages
- All MD Form 5500 filings
- Howard Hughes Medical Institute Retirement Savings Plan (plan 007)
- Howard Hughes Medical Institute — all reported plans
- Abacus Technology Corporation 401(K) Plan And Trust (plan 001)
- Abacus Technology Corporation — all reported plans
- The Knot Worldwide 401k Plan (plan 001)
- The Knot Worldwide — all reported plans
- Howard Hughes Medical Institute Retiree Welfare Benefit Plan (plan 508)
- University Research Co., LLC Employee Retirement Plan (plan 001)
- University Research Co., LLC — all reported plans
- Creative Associates International, Inc. Incentive Savings Program (plan 001)
- Creative Associates International, Inc. — all reported plans
- Chevy Chase Club, Inc. 401(K) Retirement Plan (plan 002)
- Chevy Chase Club, Inc. — all reported plans
- Pmhg 401(K) Plan (plan 001)
- Pm Hospitality Strategies, Inc. — all reported plans
- Steuart Investment Company 401(K) Plan (plan 002)
- Steuart Investment Company — all reported plans
- Columbia Country Club 401(K) Profit Sharing Plan (plan 001)
- Columbia Country Club — all reported plans
- Zuckerman Gravely Management, Inc. 401(K) Retirement Plan (plan 001)
- Zuckerman Gravely Management, Inc. — all reported plans
- Philip D. Bobrow, M.D., P.A. Profit Sharing Plan (plan 001)
- Philip D. Bobrow, M.D., P.A. — all reported plans
- Cdm Group, Inc. 401(K) Profit Sharing And Trust Plan (plan 002)
- The Cdm Group, Inc. — all reported plans
- Cjt International, LLC Defined Benefit Pension Pla (plan 001)
- Cjt International LLC — all reported plans
- Cardiology And Internal Medicine P.A. Profit Sharing Plan (plan 002)
- Cardiology And Internal Medicine P.A. — all reported plans
- Methodology
- Data sources