Plan5500

Clinton, 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, Clinton, MD has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $40,579,642 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Clinton

  • 9 loaded plans hold $40.6M in reported assets across 8 sponsors.
  • The largest, Mona Electric Group, Inc. 401(K) Retirement Plan, holds 41% of reported Clinton plan assets.
  • Plans cover 547 participants — about 61 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.6MSummed across loaded plans$40,579,642
Total reported assets$40.6M$40,579,642
Total reported participants547
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$40.6M total assets
Net assets$40.6MLiabilities$0
Contributions & income
Employer contributions$618.3K
Participant contributions$1.1M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation1 / 9 (11%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clinton, 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.

Computed from loaded plans

Clinton market comparison

Largest plan share of assets41%Mona Electric Group, Inc. 401(K) Retirement Plan
Participants per plan61Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Clinton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mona Electric Group, Inc. 401(K) Retirement Plan$16.5M
    Mona Electric Group, Inc. · 2023
  2. 2
    William H. Metcalfe & Sons, Inc. Employees' 401(K) Plan$11.1M
    William H. Metcalfe And Sons, Inc. · 2023
  3. 3
    Metropolitan Nephrology Associates, P.C. 401(K) Profit Sharing Plan$8.4M
    Metropolitan Nephrology Associates, P.C. · 2023
  4. 4
    David A Spott, Md Pa Employees' 401(K) Profit Sharing Plan$3M
    David A Spott, Md Pa · 2023
  5. 5
    The Clinton Agency, Inc P/S Plan And Trust Agremt$1.5M
    The Clinton Agency Inc · 2023
  6. 6
    Growthtrends Inc. Retirement Plan$18.9K
    Growthtrends Inc. · 2023
  7. 7
    Autoplex 401k$0
    Autoplex Inc · 2023
  8. 8
    R & F Metals, Inc. Employee Benefits Plannot reported in the loaded dataset
    R & F Metals, Inc. · 2023
  9. 9
    William H. Metcalfe & Sons, Inc. Health & Welfare Plannot reported in the loaded dataset
    William H. Metcalfe & Sons, Inc. · 2023

Largest plans in Clinton → · Clinton plans by participants → · Clinton plans with financial data → · Clinton plans with provider compensation → · $1B+ plans in Clinton →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clinton, MD?
9 plan(s) reported by 8 sponsor(s) are loaded for Clinton, MD.

Related Form 5500 pages