Profit Sharing · DOL Form 5500 · 2022
The Annie E. Casey Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $322,542
- Avg per participant High balance/head
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.
- #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.
- #8,045
- in Other Services (8,398 peers)
- -17.8%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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.
The Annie E. Casey Foundation Retirement Plan's outsized position by total assets
The Annie E. Casey Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,895,694 Top 10% higher than 90% 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
The Annie E. Casey Foundation Retirement 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. The Annie E. Casey Foundation Retirement Plan sits mid-pack in the medium band (195 participants).
DOL schedule card
Filing strip 521951681 · The Annie E. Casey Foundation, Inc. PY 2022 · Profit Sharing
The Annie E. Casey Foundation Retirement Plan · $63M · 195 · 90th
- EBSA $63M
- EBSA 195
- EBSA 90th
- EBSA Profit Sharing
- EBSA near Pension Fund for Nursing and Health Care Employees
- EBSA ind #8045
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 Other Services retirement plans → · Plans in Maryland →
The Annie E. Casey Foundation Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Annie E. Casey Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 22.701837379093405% vs 2022
- 2024 filing year
| 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.
- 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
The Annie E. Casey Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Pension Fund for Nursing and Health Care Employees in PA ($63M); by covered participants it is G. B. Cooley Hospital Service District 401(k) Profit Sharing in LA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (195 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.