Other · DOL Form 5500 · 2022

Charles E. Smith Life Communities Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
804
Participants Near avg headcount
70th
Percentile by assets National rank
$16,091
Avg per participant Low balance/head
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Official DOL plan name: Charles E. Smith Life Communities 403(b) Plan · Sponsored by Charles E. Smith Life Communities · Maryland · Healthcare & Social Assistance

$13M in assets, 804 participants

Charles E. Smith Life Communities's Charles E. Smith Life Communities 403(b) Plan reported $13M in total assets and 804 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,002 in Healthcare & Social Assistance (20,060 peers)

Charles E. Smith Life Communities multi-year trail

Charles E. Smith Life Communities's plans moved +16.0% in assets from 2022 to 2024; this filing shows Charles E. Smith Life Communities 403(b) Plan at $13M / 804 participants.

#15,002
in Healthcare & Social Assistance (20,060 peers)
-8.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles E. Smith Life Communities 403(b) Plan's outsized position by total assets

Charles E. Smith Life Communities 403(b) Plan vs every filed plan by assets

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

$12,936,924 Top 30% higher than 70% 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

Charles E. Smith Life Communities 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. Charles E. Smith Life Communities 403(b) Plan sits mid-pack in the medium band (804 participants).

Form 5500 schedule snapshot

Filing strip 530196508 · Charles E. Smith Life Communities PY 2022 · Other

Charles E. Smith Life Communities 403(b) Plan · $13M · 804 · 70th

  • 5500 $13M
  • ASSETS 804
  • PCT 70th
  • EIN Other
  • RANK near Community Partners 403(b) Plan
  • PHOTO ind #15002

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 →

Charles E. Smith Life Communities 403(b) Plan in the asset neighbourhood

Charles E. Smith Life Communities 403(b) PlanCharles E. Smith Life Commun…$13MNorthern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$13MBethel University 403(b) DC PlanBethel University 403(b) DC …$13MEmployees' Pension Plan of Glasstech, Inc.Employees' Pension Plan of G…$13MCommunity Partners 403(b) PlanCommunity Partners 403(b) Pl…$13M
End-of-year total assets ($M) among Charles E. Smith Life Communities 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Charles E. Smith Life Communities multi-year asset trail

Sponsor-wide plan assets over time

All Charles E. Smith Life Communities plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.025226409182228% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.7M $34.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 2 1,616 $30M
2023 2 1,613 $33M
2024 2 1,634 $34M

Charles E. Smith Life Communities filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN530196508
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

Charles E. Smith Life Communities 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Charles E. Smith Life Communities 403(b) Plan, Total assets ($B): 0.012936924 · Participants: 804Charles E. Smith Life Communities 403(b) 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
Charles E. Smith Life Communities 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants

Charles E. Smith Life Communities 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Community Partners 403(b) Plan in NH ($13M); by covered participants it is Assoc of Independent Colleges and Universities of Ohio Mep in OH (804 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (804 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 Charles E. Smith Life Communities 403(b) Plan assets move in 2022?
Charles E. Smith Life Communities 403(b) Plan pulled back noticeably - down 8.8% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Charles E. Smith Life Communities plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles E. Smith Life Communities's sponsor-wide assets grew 16.0%, from $30M to $34M.
Which Other plans are similar in size to Charles E. Smith Life Communities 403(b) Plan?
Among Other plans in other states, the closest by assets is Community Partners 403(b) Plan in NH ($13M, 341 participants).
Which Other plans cover a similar participant headcount to Charles E. Smith Life Communities 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Assoc of Independent Colleges and Universities of Ohio Mep in OH (804 participants, $156M in assets).