Other · DOL Form 5500 · 2022
The Calvert County Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $171,825
- Avg per participant Above avg balance/head
Official DOL plan name: Calverton School 403(b) Retirement Plan · Sponsored by The Calvert County Day School, Inc. · Maryland · Educational Services
$7M in assets, 39 participants
The Calvert County Day School, Inc.'s Calverton School 403(b) Retirement Plan reported $7M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #1,616 in Educational Services (4,024 peers)
The Calvert County Day School, Inc. multi-year trail
The Calvert County Day School, Inc.'s plans moved +12.9% in assets from 2022 to 2024; this filing shows Calverton School 403(b) Retirement Plan at $7M / 39 participants.
- #1,616
- in Educational Services (4,024 peers)
- -19.1%
- 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.
Calverton School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Calverton School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,701,175 Top 43% higher than 57% 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
Calverton School 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverton School 403(b) Retirement Plan is a small filing (39 participants) on this national headcount ladder.
DOL schedule card
Filing strip 520853724 · The Calvert County Day School, Inc. PY 2022 · Other
Calverton School 403(b) Retirement Plan · $7M · 39 · 57th
- EBSA $7M
- EBSA 39
- EBSA 57th
- EBSA Other
- EBSA near The Mental Health Association of Westchester County, Inc. 403(b) Plan
- EBSA ind #1616
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 →
Calverton School 403(b) Retirement Plan in the asset neighbourhood
The Calvert County Day School, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Calvert County Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 12.894693841005495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $7M |
| 2023 | 1 | 41 | $7M |
| 2024 | 1 | 43 | $8M |
The Calvert County Day School, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 520853724 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
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
Calverton School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is The Mental Health Association of Westchester County, Inc. 403(b) Plan in NY ($7M); by covered participants it is The Procter & Gamble Commercial Company Employees' Savings Plan in OH (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- The Procter & Gamble Commercial Company Employees' Savings Plan (OH) 39 · 0 off
- New Haven Legal Assistance Tax Sheltered Annuity Plan (CT) 39 · 0 off
- Pittsburgh Parks Conservancy 403(b) Defined Contribution Plan (PA) 39 · 0 off
- The Fedcap Group, Inc. Defined Contribution Plan for Staff (NY) 39 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.