Other · DOL Form 5500 · 2022

Baltimore Medical System, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
350
Participants Below avg headcount
75th
Percentile by assets National rank
$48,852
Avg per participant Low balance/head
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Official DOL plan name: Baltimore Medical System,Inc.Tax Sheltered Annuity Plan · Sponsored by Baltimore Medical System, Inc. · Maryland · Administrative & Support Services

$17M in assets, 350 participants

Baltimore Medical System, Inc.'s Baltimore Medical System,Inc.Tax Sheltered Annuity Plan reported $17M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,347 in Administrative & Support Services (4,927 peers)

Coverage in Maryland

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan covers 350 participants in Maryland, about 38% of the average Maryland filer (state average ~929 per filing). Assets: $17M.

#4,347
in Administrative & Support Services (4,927 peers)
-14.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan's outsized position by total assets

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan vs every filed plan by assets

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

$17,098,060 Top 25% higher than 75% 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

Baltimore Medical System,Inc.Tax Sheltered Annuity 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. Baltimore Medical System,Inc.Tax Sheltered Annuity Plan sits mid-pack in the medium band (350 participants).

Form 5500 schedule snapshot

Filing strip 521358241 · Baltimore Medical System, Inc. PY 2022 · Other

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan · $17M · 350 · 75th

  • PHOTO $17M
  • PHOTO 350
  • PHOTO 75th
  • PHOTO Other
  • PHOTO near Michigan Virtual University 403(b) Plan
  • PHOTO ind #4347

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 Administrative & Support Services retirement plans → · Plans in Maryland →

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan in the asset neighbourhood

Cairn University 403(b) Plan$17MBaltimore Medical System,Inc.Tax Sheltered Annuity PlanBaltimore Medical System,Inc…$17MMichigan Virtual University 403(b) PlanMichigan Virtual University …$17MHopewest 403(b) Plan$17MBrevard College Corporation Defined Contribution Retirement PlanBrevard College Corporation …$17M
End-of-year total assets ($M) among Baltimore Medical System,Inc.Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN521358241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baltimore Medical System, Inc.)

Sponsor-wide plan assets over time

All Baltimore Medical System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.068363311393224% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $21.7M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 350 $17M
2023 1 372 $20M
2024 1 394 $22M

Nearby Other Plans in Maryland

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

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Baltimore Medical System,Inc.Tax Sheltered Annuity Plan, Total assets ($B): 0.01709806 · Participants: 350Baltimore Medical System,Inc.Tax Sheltered Annuity 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
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Baltimore Medical System,Inc.Tax Sheltered Annuity Plan side-by-side with 3 peers →

Baltimore Medical System,Inc.Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Michigan Virtual University 403(b) Plan in MI ($17M); by covered participants it is Gosnold, Inc. Retirement Savings Plan in MA (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Baltimore Medical System,Inc.Tax Sheltered Annuity Plan assets move in 2022? ▼
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan pulled back noticeably - down 14.8% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Baltimore Medical System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baltimore Medical System, Inc.'s sponsor-wide assets grew 27.1%, from $17M to $22M.
Where does Baltimore Medical System,Inc.Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan ranks in the 75th 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 Baltimore Medical System,Inc.Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Michigan Virtual University 403(b) Plan in MI ($17M, 70 participants).
Which Other plans cover a similar participant headcount to Baltimore Medical System,Inc.Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Gosnold, Inc. Retirement Savings Plan in MA (350 participants, $7M 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 521358241.

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.