Other · DOL Form 5500 · 2022

The Annie E. Casey Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
186
Participants Below avg headcount
86th
Percentile by assets National rank
$223,119
Avg per participant Above avg balance/head
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Official DOL plan name: The Annie E. Casey Foundation 403(b) Savings Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services

$42M in assets, 186 participants

The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation 403(b) Savings Plan reported $42M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,856 in Other Services (8,398 peers)

Coverage in Maryland

The Annie E. Casey Foundation 403(b) Savings Plan covers 186 participants in Maryland, about 20% of the average Maryland filer (state average ~929 per filing). Assets: $42M.

#7,856
in Other Services (8,398 peers)
-18.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Annie E. Casey Foundation 403(b) Savings Plan's outsized position by total assets

The Annie E. Casey Foundation 403(b) Savings Plan vs every filed plan by assets

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

$41,500,182 Top 14% higher than 86% 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

The Annie E. Casey Foundation 403(b) Savings 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 403(b) Savings Plan sits mid-pack in the medium band (186 participants).

Plan-year Form 5500 strip

Filing strip 521951681 · The Annie E. Casey Foundation, Inc. PY 2022 · Other

The Annie E. Casey Foundation 403(b) Savings Plan · $42M · 186 · 86th

  • EOY $42M
  • EOY 186
  • EOY 86th
  • EOY Other
  • EOY near Ncqa Retirement Plan - Employee Contributions
  • EOY ind #7856

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 403(b) Savings Plan in the asset neighbourhood

Greater Lawrence Family Health Center 403(b) PlanGreater Lawrence Family Heal…$42MMinneapolis Institute of Art Retirement and Savings PlanMinneapolis Institute of Art…$42MThe Annie E. Casey Foundation 403(b) Savings PlanThe Annie E. Casey Foundatio…$42MNcqa Retirement Plan - Employee ContributionsNcqa Retirement Plan - Emplo…$41MFort Worth Country Day School Defined Contribution Retirement PlanFort Worth Country Day Schoo…$41M
End-of-year total assets ($M) among The Annie E. Casey Foundation 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$42M
Net Income-$9M
Employer EIN521951681
Plan Effective Date1988-03-31
Filing StatusFILING 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
$100M$110M$120M$130M$140M 202220232024 $104M $128M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 381 $104M
2023 2 410 $121M
2024 2 420 $128M

Nearby Other Plans in Maryland

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

The Annie E. Casey Foundation 403(b) Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Annie E. Casey Foundation 403(b) Savings Plan, Total assets ($B): 0.041500182 · Participants: 186The Annie E. Casey Foundation 403(b) Savings 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
The Annie E. Casey Foundation 403(b) Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Annie E. Casey Foundation 403(b) Savings Plan side-by-side with 3 peers →

The Annie E. Casey Foundation 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Ncqa Retirement Plan - Employee Contributions in DC ($41M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 The Annie E. Casey Foundation 403(b) Savings Plan assets move in 2022? ▼
The Annie E. Casey Foundation 403(b) Savings Plan declined sharply - down 18.1% during 2022, from $51M to $42M. Reported net income was -$9M.
How have The Annie E. Casey Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Annie E. Casey Foundation, Inc.'s sponsor-wide assets grew 22.7%, from $104M to $128M.
Where does The Annie E. Casey Foundation 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
The Annie E. Casey Foundation 403(b) Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Annie E. Casey Foundation 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Ncqa Retirement Plan - Employee Contributions in DC ($41M, 330 participants).
Which Other plans cover a similar participant headcount to The Annie E. Casey Foundation 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521951681.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.