Other · DOL Form 5500 · 2022

Sheppard Pratt Health System Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,439
Participants Above avg headcount
90th
Percentile by assets National rank
$27,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheppard Pratt Health System Tax Sheltered Annuity Program · Sponsored by Sheppard Pratt Health System · Maryland · Healthcare & Social Assistance

$66M in assets, 2,439 participants

Sheppard Pratt Health System's Sheppard Pratt Health System Tax Sheltered Annuity Program reported $66M in total assets and 2,439 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,370 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Sheppard Pratt Health System Tax Sheltered Annuity Program covers 2,439 participants in Maryland, 2.6x the typical Maryland plan (state average ~929 per filing). Assets: $66M.

#18,370
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheppard Pratt Health System Tax Sheltered Annuity Program's outsized position by total assets

Sheppard Pratt Health System Tax Sheltered Annuity Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$66,177,185 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sheppard Pratt Health System Tax Sheltered Annuity Program's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheppard Pratt Health System Tax Sheltered Annuity Program lands in the large band (2,439 participants).

EBSA filing schedule strip

Filing strip 520591684 · Sheppard Pratt Health System PY 2022 · Other

Sheppard Pratt Health System Tax Sheltered Annuity Program · $66M · 2,439 · 90th

  • PART $66M
  • PART 2,439
  • PART 90th
  • PART Other
  • PART near Flint Hill 403(b) DC and Tda Plan
  • PART ind #18370

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Sheppard Pratt Health System Tax Sheltered Annuity Program in the asset neighbourhood

Holzer Health System 403b PlanHolzer Health System 403b Pl…$66MThe United States Golf Association Tax Deferred Annuity PlanThe United States Golf Assoc…$66MSheppard Pratt Health System Tax Sheltered Annuity ProgramSheppard Pratt Health System…$66MFlint Hill 403(b) DC and Tda PlanFlint Hill 403(b) DC and Tda…$66MWindward School Retirement PlanWindward School Retirement P…$66M
End-of-year total assets ($M) among Sheppard Pratt Health System Tax Sheltered Annuity Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$66M
Net Income-$13M
Employer EIN520591684
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheppard Pratt Health System)

Sponsor-wide plan assets over time

All Sheppard Pratt Health System plans reported in each filing year

Latest sponsor-wide plan assets
$189M 7.8021072747455396% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $176M $189M ▲ +7.8%
Year Plans Participants Total Assets
2022 4 8,054 $176M
2023 2 3,293 $160M
2024 2 6,696 $189M

Nearby Other Plans in Maryland

Peer Other plans, same state, same plan type, ranked by total assets.

Sheppard Pratt Health System Tax Sheltered Annuity Program vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Sheppard Pratt Health System Tax Sheltered Annuity Program, Total assets ($B): 0.066177185 · Participants: 2439Sheppard Pratt Health System Tax Sheltered Annuity ProgramJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Sheppard Pratt Health System Tax Sheltered Annuity Program vs. nearby Other plans in Maryland, assets vs. participants
Compare Sheppard Pratt Health System Tax Sheltered Annuity Program side-by-side with 3 peers →

Sheppard Pratt Health System Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Flint Hill 403(b) DC and Tda Plan in VA ($66M); by covered participants it is Augusta Health Care 403b Plan in VA (2,439 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,439 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheppard Pratt Health System Tax Sheltered Annuity Program assets move in 2022? ▼
Sheppard Pratt Health System Tax Sheltered Annuity Program declined sharply - down 16.5% during 2022, from $79M to $66M. Reported net income was -$13M.
How have Sheppard Pratt Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheppard Pratt Health System's sponsor-wide assets grew 7.8%, from $176M to $189M.
Where does Sheppard Pratt Health System Tax Sheltered Annuity Program rank by assets among Form 5500 filers? ▼
Sheppard Pratt Health System Tax Sheltered Annuity Program ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sheppard Pratt Health System Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by assets is Flint Hill 403(b) DC and Tda Plan in VA ($66M, 237 participants).
Which Other plans cover a similar participant headcount to Sheppard Pratt Health System Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by covered participants is Augusta Health Care 403b Plan in VA (2,439 participants, $101M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520591684.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.