MD Form 5500 retirement and benefit plan filings

State 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, MD has 4,191 loaded benefit plan(s) reported by 2,844 plan sponsor(s), with $1,016,775,587,064 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4,191
Plan sponsors
2,844
Latest filing year
2023

What stands out in MD

  • 4,191 loaded plans hold $1T in reported assets across 2,844 sponsors.
  • The largest, Lmc Defined Contribution Master Trust, holds 5% of reported MD plan assets.
  • Plans cover 5,858,325 participants — about 1,398 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 41% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$993.2BSummed across loaded plans$993,191,954,953
Total reported assets$1T$1,016,775,587,064
Total reported participants5.9M5,858,325
Total reported liabilities$23.6B$23,576,913,801

Reported net position

Reported assets = net assets + liabilities (summed)$1T total assets
Net assets$993.2BLiabilities$23.6B
Contributions & income
Employer contributions$11.9B
Participant contributions$6.8B
Total income / additions$153.4B
Expenses & distributions
Benefits paid / distributions$23.7B
Total expenses$26.2B
Net increase / (decrease)$127.2B

Data coverage

Plans with financial statements2,810 / 4,191 (67%)
Plans with provider compensation1,703 / 4,191 (41%)

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

Cities by loaded plan count

Computed from loaded plans

MD market comparison

Largest plan share of assets5%Lmc Defined Contribution Master Trust
Participants per plan1,398Average across loaded plans
Plan sponsors2,844
Ranked by reported assets

Largest loaded MD plans

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

  1. 1
    Lockheed Martin Corporation · Bethesda · 2023
  2. 2
    Lockheed Martin Corporation · Bethesda · 2023
  3. 3
    T. Rowe Price Trust Company · Baltimore · 2023
  4. 4
    T. Rowe Price Trust Company · Baltimore · 2023
  5. 5
    T. Rowe Price Trust Company · Baltimore · 2023
  6. 6
    T. Rowe Price Trust Company · Baltimore · 2023
  7. 7
  8. 8
    Lockheed Martin Corporation · Bethesda · 2023
  9. 9
    T. Rowe Price Trust Company · Baltimore · 2023
  10. 10
    T. Rowe Price Trust Company · Baltimore · 2023
  11. 11
    T. Rowe Price Trust Company · Baltimore · 2023
  12. 12
    T. Rowe Price Trust Company · Baltimore · 2023
  13. 13
    T. Rowe Price Trust Company · Baltimore · 2023
  14. 14
    Trustees Of The National Electrical Benefit Fund · Rockville · 2023
  15. 15
    Lockheed Martin Corporation · Bethesda · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for MD?
4,191 plan(s) reported by 2,844 sponsor(s) are loaded for MD.

Related Form 5500 pages