Plan5500

Mount Rainier, 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, Mount Rainier, MD has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,119,522 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
2
Latest filing year
2023

What stands out in Mount Rainier

  • 3 loaded plans hold $5.1M in reported assets across 2 sponsors.
  • The largest, Wholistic Management Inc 401(K) Profit Sharing Plan & Trust, holds 99% of reported Mount Rainier plan assets.
  • Plans cover 464 participants — about 155 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,119,522
Total reported assets$5.1M$5,119,522
Total reported participants464
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities$0
Contributions & income
Employer contributions$224.8K
Participant contributions$405.6K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$637K
Total expenses$687K
Net increase / (decrease)$716.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Mount Rainier market comparison

Largest plan share of assets99%Wholistic Management Inc 401(K) Profit Sharing Plan & Trust
Participants per plan155Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mount Rainier

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

  1. 1
    Wholistic Management Inc 401(K) Profit Sharing Plan & Trust$5.1M
    Wholistic Management Inc · 2023
  2. 2
    Kapri Home Services Co. 401(K) Plan$37.5K
    Kapri Home Services Co. · 2023
  3. 3
    Wholistic Management Inc Wrap Benefit Plannot reported in the loaded dataset
    Wholistic Management Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Rainier, MD?
3 plan(s) reported by 2 sponsor(s) are loaded for Mount Rainier, MD.

Related Form 5500 pages