Other · DOL Form 5500 · 2022

Shore Health System, Inc. Retirement Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
1,336
Participants Near avg headcount
93rd
Percentile by assets National rank
$80,702
Avg per participant Below avg balance/head
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Official DOL plan name: Shore Health System, Inc. 401(k) Plan · Sponsored by Shore Health System, Inc. · Maryland · Healthcare & Social Assistance

$108M in assets, 1,336 participants

Shore Health System, Inc.'s Shore Health System, Inc. 401(k) Plan reported $108M in total assets and 1,336 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,873 in Healthcare & Social Assistance (20,060 peers)

Where Shore Health System, Inc. 401(k) Plan sits by assets

Shore Health System, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $108M for 1,336 participants (~$80,702/participant), down 25.7% in 2022.

#18,873
in Healthcare & Social Assistance (20,060 peers)
-25.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shore Health System, Inc. 401(k) Plan's outsized position by total assets

Shore Health System, Inc. 401(k) Plan vs every filed plan by assets

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

$107,817,836 Top 7% higher than 93% 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

Shore Health System, Inc. 401(k) Plan'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. Shore Health System, Inc. 401(k) Plan lands in the large band (1,336 participants).

Form 5500 schedule snapshot

Filing strip 520610538 · Shore Health System, Inc. PY 2022 · Other

Shore Health System, Inc. 401(k) Plan · $108M · 1,336 · 93rd

  • TYPE $108M
  • TYPE 1,336
  • TYPE 93rd
  • TYPE Other
  • TYPE near Robert Wood Johnson Foundation Matched Savings Plan
  • TYPE ind #18873

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 →

Shore Health System, Inc. 401(k) Plan in the asset neighbourhood

Robert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$108MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$108MStaffco of Brooklyn, LLC 403(b) PlanStaffco of Brooklyn, LLC 403…$107MEducation Development Center Supplemental Retirement PlanEducation Development Center…$107MChildrens Hospital Los Angeles Employees 403 (B) PlanChildrens Hospital Los Angel…$107M
End-of-year total assets ($M) among Shore Health System, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$108M
Net Income-$37M
Employer EIN520610538
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shore Health System, Inc.)

Sponsor-wide plan assets over time

All Shore Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 9.832286932562809% vs 2022
2024 filing year
$105M$110M$115M$120M 202220232024 $108M $118M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,336 $108M
2023 1 1,243 $118M
2024 1 1,154 $118M

Nearby Other Plans in Maryland

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

Shore Health System, Inc. 401(k) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Shore Health System, Inc. 401(k) Plan, Total assets ($B): 0.107817836 · Participants: 1336Shore Health System, Inc. 401(k) 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
Shore Health System, Inc. 401(k) Plan vs. nearby Other plans in Maryland, assets vs. participants

Shore Health System, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Robert Wood Johnson Foundation Matched Savings Plan in NJ ($108M); by covered participants it is The J. Paul Getty Trust Employee Investment Plan in CA (1,337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,336 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 Shore Health System, Inc. 401(k) Plan assets move in 2022?
Shore Health System, Inc. 401(k) Plan declined sharply - down 25.7% during 2022, from $145M to $108M. Reported net income was -$37M.
How have Shore Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shore Health System, Inc.'s sponsor-wide assets grew 9.8%, from $108M to $118M.
Where does Shore Health System, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Shore Health System, Inc. 401(k) Plan ranks in the 93rd 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 Shore Health System, Inc. 401(k) Plan?
Among Other plans in other states, the closest by assets is Robert Wood Johnson Foundation Matched Savings Plan in NJ ($108M, 293 participants).
Which Other plans cover a similar participant headcount to Shore Health System, Inc. 401(k) Plan?
Among Other plans in other states, the closest by covered participants is The J. Paul Getty Trust Employee Investment Plan in CA (1,337 participants, $191M in assets).