Profit Sharing · DOL Form 5500 · 2022
The Annie E. Casey Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $63M
- Total assets
- 195
- Participants
- 90th
- Percentile by assets
- $322,542
- Avg per participant
Official DOL plan name: The Annie E. Casey Foundation Retirement Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services
$63M in assets, 195 participants
The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation Retirement Plan reported $63M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #8,045 in Other Services (8,398 peers)
Coverage in Maryland
The Annie E. Casey Foundation Retirement Plan covers 195 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $63M.
- $63M
- total plan assets (2022 EOY)
- 195
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $322,542
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. The Annie E. Casey Foundation Retirement Plan reports 195 participants - about 21% of that state average ($63M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$14M |
| Employer EIN | 521951681 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Annie E. Casey Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $104M |
| 2023 | 2 | 410 | $121M |
| 2024 | 2 | 420 | $128M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Annie E. Casey Foundation Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
- Sprinkler Industry Supplemental Pension Fund $2.4B · 24,528
- Nfl Player Annuity Program $1.4B · 2,781
- Major League Baseball Players Investment Plan $928M · 4,122
- International Painters and Allied Trades Industry Annuity Plan $614M · 10,013
- Nfl Player Capital Accumulation Plan $460M · 2,732
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Annie E. Casey Foundation Retirement Plan by total assets, not by location.
- Pension Fund for Nursing and Health Care Employees (PA) $63M · 1,748
- The Torrance Health Association Inc 401(a) Plan (CA) $63M · 4,818
- Baillie Lumber Co., L.P. 401(k) Plan (NY) $63M · 976
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. (NY) $63M · 308
Frequently Asked Questions
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Filing takeaways
Ways to act on The Annie E. Casey Foundation Retirement Plan's numbers.
- By total assets, The Annie E. Casey Foundation Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
- The Annie E. Casey Foundation, Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Other Services plans