Plan5500

Sandy Spring, 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, Sandy Spring, MD has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,749,194 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 Sandy Spring

  • 3 loaded plans hold $12.7M in reported assets across 2 sponsors.
  • The largest, Brooke Grove Foundation Retirement Income Plan, holds 98% of reported Sandy Spring plan assets.
  • Plans cover 1,050 participants — about 350 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$12.7MSummed across loaded plans$12,749,194
Total reported assets$12.7M$12,749,194
Total reported participants1.1K1,050
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.7M total assets
Net assets$12.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$737.5K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$985.7K
Total expenses$1M
Net increase / (decrease)$1.3M

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 Sandy Spring, 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

Sandy Spring market comparison

Largest plan share of assets98%Brooke Grove Foundation Retirement Income Plan
Participants per plan350Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sandy Spring

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

  1. 1
    Brooke Grove Foundation Retirement Income Plan$12.5M
    Brooke Grove Foundation Inc. · 2023
  2. 2
    Delta Business Solutions, Inc. 401(K) Plan$243.3K
    Delta Business Solutions, Inc. · 2023
  3. 3
    Brooke Grove Foundation Inc. Employee Benefits Plannot reported in the loaded dataset
    Brooke Grove Foundation Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages