Plan5500

Huntingtown, 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, Huntingtown, MD has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,092,507 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Huntingtown

  • 3 loaded plans hold $14.1M in reported assets across 3 sponsors.
  • The largest, Calverton School 403(B) Retirement Plan, holds 50% of reported Huntingtown plan assets.
  • Plans cover 270 participants — about 90 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.1MSummed across loaded plans$14,092,507
Total reported assets$14.1M$14,092,507
Total reported participants270
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$14.1M total assets
Net assets$14.1MLiabilities—
Contributions & income
Employer contributions$83.1K
Participant contributions$303.5K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$690.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

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

Huntingtown market comparison

Largest plan share of assets50%Calverton School 403(B) Retirement Plan
Participants per plan90Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Huntingtown

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

  1. 1
    Calverton School 403(B) Retirement Plan$7M
    The Calvert County Day School, Inc · 2023
  2. 2
    Calverton School 403(B) Retirement Plan$7M
    The Calvert County Day School, Inc · 2023
  3. 3
    Critter Clearance Inc. 401(K) Plan$27.4K
    Critter Clearance Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Huntingtown, MD?
3 plan(s) reported by 3 sponsor(s) are loaded for Huntingtown, MD.

Related Form 5500 pages