Other · DOL Form 5500 · 2022

Affiliated Sante Group Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
399
Participants Below avg headcount
48th
Percentile by assets National rank
$11,274
Avg per participant Low balance/head
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Official DOL plan name: Sante Group Companies 403b Retirement Plan · Sponsored by Affiliated Sante Group · Maryland · Healthcare & Social Assistance

$4M in assets, 399 participants

Affiliated Sante Group's Sante Group Companies 403b Retirement Plan reported $4M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,779 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Sante Group Companies 403b Retirement Plan covers 399 participants in Maryland, about 43% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#10,779
in Healthcare & Social Assistance (20,060 peers)
-33.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sante Group Companies 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sante Group Companies 403b Retirement Plan vs every filed plan by assets

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

$4,498,243 48th percentile higher than 48% 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

Sante Group Companies 403b 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. Sante Group Companies 403b Retirement Plan sits mid-pack in the medium band (399 participants).

Plan-year Form 5500 strip

Filing strip 521729566 · Affiliated Sante Group PY 2022 · Other

Sante Group Companies 403b Retirement Plan · $4M · 399 · 48th

  • PHOTO $4M
  • IND 399
  • EOY 48th
  • 5500 Other
  • ASSETS near Retirement Plan of Eton Academy
  • PCT ind #10779

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 →

Sante Group Companies 403b Retirement Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$4MRetirement Plan of Eton AcademyRetirement Plan of Eton Acad…$5MStrelitz International Academy 403(b) PlanStrelitz International Acade…$5MFamily Forum, Inc. 403(b) PlanFamily Forum, Inc. 403(b) Pl…$5MSaint Michael's College 403(b) Transfer PlanSaint Michael's College 403(…$4M
End-of-year total assets ($M) among Sante Group Companies 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN521729566
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Sante Group)

Sponsor-wide plan assets over time

All Affiliated Sante Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.28969911140861% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.5M $6.36M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 399 $4M
2023 1 442 $6M
2024 1 460 $6M

Nearby Other Plans in Maryland

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

Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sante Group Companies 403b Retirement Plan, Total assets ($B): 0.004498243 · Participants: 399Sante Group Companies 403b Retirement 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
Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Sante Group Companies 403b Retirement Plan side-by-side with 3 peers →

Sante Group Companies 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Retirement Plan of Eton Academy in MI ($5M); by covered participants it is Juniata College Retirement Plan in PA (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Sante Group Companies 403b Retirement Plan assets move in 2022? ▼
Sante Group Companies 403b Retirement Plan contracted severely - down 33.0% during 2022, from $7M to $4M. Reported net income was -$2M.
How have Affiliated Sante Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Sante Group's sponsor-wide assets grew 41.3%, from $4M to $6M.
Which Other plans are similar in size to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Eton Academy in MI ($5M, 60 participants).
Which Other plans cover a similar participant headcount to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Juniata College Retirement Plan in PA (399 participants, $120M 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 521729566.

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.