Other · DOL Form 5500 · 2022
Upper Bay Counseling and Support Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $35,933
- Avg per participant Low balance/head
Official DOL plan name: Upper Bay 403(b) Plan · Sponsored by Upper Bay Counseling and Support Services, Inc. · Maryland · Healthcare & Social Assistance
$5M in assets, 150 participants
Upper Bay Counseling and Support Services, Inc.'s Upper Bay 403(b) Plan reported $5M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,619 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
Upper Bay 403(b) Plan covers 150 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $5M.
- #11,619
- in Healthcare & Social Assistance (20,060 peers)
- -28.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upper Bay 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Upper Bay 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,389,950 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Upper Bay 403(b) 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. Upper Bay 403(b) Plan sits mid-pack in the medium band (150 participants).
Plan-year Form 5500 strip
Filing strip 510329224 · Upper Bay Counseling and Support Services, Inc. PY 2022 · Other
Upper Bay 403(b) Plan · $5M · 150 · 52nd
- EIN $5M
- EIN 150
- EIN 52nd
- EIN Other
- EIN near Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan
- EIN ind #11619
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 →
Upper Bay 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 510329224 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Bay Counseling and Support Services, Inc.)
Sponsor-wide plan assets over time
All Upper Bay Counseling and Support Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.313054852085827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 132 | $6M |
| 2024 | 1 | 127 | $6M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
Upper Bay 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan in MA ($5M); by covered participants it is The Trevor Project, Inc. 403(b) Plan in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan (MA) $5M · 248
- Community Guidance Center Tax Sheltered Annuity 403(b) Plan (PA) $5M · 130
- Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan (NC) $5M · 93
- 403(b) Thrift Plan for Tri-County Opportunities Council (IL) $5M · 138
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Trevor Project, Inc. 403(b) Plan (CA) 150 · 0 off
- The Crona Section 403(b) Retirement Plan (CA) 150 · 0 off
- The Barack Obama Foundation 403(b) Plan (IL) 150 · 0 off
- Wilbraham and Monson Academy Defined Contribution Retirement Plan (MA) 150 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.