Wheaton, 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, Wheaton, MD has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $48,653,600 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,653,600
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $48,653,600
Contributions & income
- Employer contributions
- $1,593,564
- Participant contributions
- $1,540,604
- Total income / additions
- $11,037,686
Expenses & distributions
- Benefits paid / distributions
- $4,846,622
- Total expenses
- $4,964,699
- Net increase / (decrease)
- $6,072,987
Coverage
- Total reported participants
- 778
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wheaton, 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 |
|---|---|---|---|
| Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan | Arthritis & Rheumatism Associates, P.C. | $35,952,772 | 2023 |
| Washington Music Sales Center, Inc. 401(K) Plan | Washington Music Sales Center, Inc. | $12,700,828 | 2023 |
| Arthritis And Rheumatism Associates, Pc Welfare Benefit Plan | Arthritis & Rheumatism Associates, Pc | not reported in the loaded dataset | 2023 |
| Washington Music Sales Center Welfare Benefit Plan | Washington Music Sales Center, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wheaton → · Wheaton plans by participants → · Wheaton plans with financial data → · Wheaton plans with provider compensation → · $1B+ plans in Wheaton →
Related Form 5500 pages
- All MD Form 5500 filings
- Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan (plan 001)
- Arthritis & Rheumatism Associates, P.C. — all reported plans
- Washington Music Sales Center, Inc. 401(K) Plan (plan 002)
- Washington Music Sales Center, Inc. — all reported plans
- Arthritis And Rheumatism Associates, Pc Welfare Benefit Plan (plan 503)
- Washington Music Sales Center Welfare Benefit Plan (plan 501)
- Methodology
- Data sources