Retirement plan

MONEY PURCHASE PENSION PLAN FOR EMPLOYEES OF MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC.

Name: MARYLAND THOROUGHBRED HORSEMENS ASSOCIATION, INC. - MONEY PURCHASE PENSION PLAN FOR EMPLOYEES OF MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC. (2025) Form 5500
Creator: MARYLAND THOROUGHBRED HORSEMENS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONEY PURCHASE PENSION PLAN FOR EMPLOYEES OF MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC., MARYLAND THOROUGHBRED HORSEMENS ASSOCIATION, INC.

MARYLAND THOROUGHBRED HORSEMENS ASSOCIATION, INC.EIN 52-1493207Plan #001PY 2025

500 REDLAND COURT, SUITE 105 - OWINGS MILLS, MD 21117410-902-6842LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$1.5M

+28.5% from 2024

Total participants

0.0% from 2024

Average account balance

$301,987

+28.5% from 2024

Annual return

19.60%

+8.77 pp from 2024

Benchmarks

See 4,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort4,672 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$302K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$868

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$868 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.287%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$301,987

$162,529+85.8%

$130,788+130.9%

$154,746+95.2%

Participation rate

100.0%

75.9%+24.1pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

19.60%

510.48%-490.9pp

386.44%-366.8pp

172.34%-152.7pp

Employer contribution / active EE

$20,977

$4,447+371.7%

$3,558+489.6%

$4,379+379.0%

Participant deferral / active EE

$4,808-100.0%

$4,137-100.0%

$6,730-100.0%

Admin fee / account holder

$868

$7,669-88.7%

$6,673-87.0%

$14,365-94.0%

MONEY PURCHASE PENSION PLAN FOR EMPLOYEES OF MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONEY PURCHASE PENSION PLAN FOR EMPLOYEES OF MARYLAND THOROUGHBRED HORSEMEN'S ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion