Other · DOL Form 5500 · 2022

Calvert School Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
166
Participants Small participant base
74th
Percentile by assets National rank
$98,119
Avg per participant Below avg balance/head
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Official DOL plan name: The Calvert School 403(b) Retirement Savings Plan · Sponsored by Calvert School · Maryland · Educational Services

$16M in assets, 166 participants

Calvert School's The Calvert School 403(b) Retirement Savings Plan reported $16M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,277 in Educational Services (4,024 peers)

Coverage in Maryland

The Calvert School 403(b) Retirement Savings Plan covers 166 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#2,277
in Educational Services (4,024 peers)
-18.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Calvert School 403(b) Retirement Savings Plan's outsized position by total assets

The Calvert School 403(b) Retirement Savings Plan vs every filed plan by assets

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

$16,287,786 Top 26% higher than 74% 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

The Calvert School 403(b) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Calvert School 403(b) Retirement Savings Plan sits mid-pack in the medium band (166 participants).

DOL schedule card

Filing strip 520591510 · Calvert School PY 2022 · Other

The Calvert School 403(b) Retirement Savings Plan · $16M · 166 · 74th

  • ASSETS $16M
  • ASSETS 166
  • ASSETS 74th
  • ASSETS Other
  • ASSETS near The Field School, Inc. 403(b) DC Plan
  • ASSETS ind #2277

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 Educational Services retirement plans → · Plans in Maryland →

The Calvert School 403(b) Retirement Savings Plan in the asset neighbourhood

The Highlands Long Term Care Retirement PlanThe Highlands Long Term Care…$16MGaudenzia 403b Plan$16MThe Calvert School 403(b) Retirement Savings PlanThe Calvert School 403(b) Re…$16MThe Field School, Inc. 403(b) DC PlanThe Field School, Inc. 403(b…$16MYakima Valley Memorial Hospital Tax-Deferred Annuity PlanYakima Valley Memorial Hospi…$16M
End-of-year total assets ($M) among The Calvert School 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN520591510
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert School)

Sponsor-wide plan assets over time

All Calvert School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.16237173057161% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $21.9M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 166 $16M
2023 1 172 $19M
2024 1 163 $22M

Nearby Other Plans in Maryland

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

The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Calvert School 403(b) Retirement Savings Plan, Total assets ($B): 0.016287786 · Participants: 166The Calvert School 403(b) Retirement Savings PlanJohns 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
The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Calvert School 403(b) Retirement Savings Plan side-by-side with 3 peers →

The Calvert School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is The Field School, Inc. 403(b) DC Plan in DC ($16M); by covered participants it is Canterbury School Section 403(b) Plan in CT (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 The Calvert School 403(b) Retirement Savings Plan assets move in 2022? ▼
The Calvert School 403(b) Retirement Savings Plan declined sharply - down 18.1% during 2022, from $20M to $16M. Reported net income was -$4M.
How have Calvert School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert School's sponsor-wide assets grew 34.2%, from $16M to $22M.
Which Other plans are similar in size to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Field School, Inc. 403(b) DC Plan in DC ($16M, 136 participants).
Which Other plans cover a similar participant headcount to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School Section 403(b) Plan in CT (166 participants, N/A 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 520591510.

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.