Other · DOL Form 5500 · 2022

Calverthealth Medical Center, Inc. Retirement Plan

Data updated 2026-08-11

$93M
Total assets
1,453
Participants
92nd
Percentile by assets
$64,263
Avg per participant
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Official DOL plan name: Calverthealth 403 (B) Plan · Sponsored by Calverthealth Medical Center, Inc. · Maryland · Healthcare & Social Assistance

$93M in assets, 1,453 participants

Calverthealth Medical Center, Inc.'s Calverthealth 403 (B) Plan reported $93M in total assets and 1,453 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #18,750 in Healthcare & Social Assistance (20,060 peers)

Where Calverthealth 403 (B) Plan sits by assets

Calverthealth 403 (B) Plan sits in the top 10% of all filed plans by assets, $93M for 1,453 participants (~$64,263/participant), down 9.9% in 2022.

$93M
total plan assets (2022 EOY)
1,453
covered participants
92nd
percentile by assets (of 139,126 plans)
$64,263
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calverthealth 403 (B) Plan vs the 2022 asset distribution

By assets, Calverthealth 403 (B) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$93M
Net Income-$10M
Employer EIN520619000
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calverthealth Medical Center, Inc.)

$90M$100M$110M$120M 202220232024 $93.4M $115M ▲ +23.0%
Total plan assets by year, all Calverthealth Medical Center, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,453 $93M
2023 1 1,685 $106M
2024 1 1,426 $115M

Nearby Other Plans in Maryland

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

Calverthealth 403 (B) Plan vs. nearby Other plans in Maryland, assets vs. participants

Calverthealth 403 (B) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Calverthealth 403 (B…Johns Hopkins Univer…The Johns Hopkins Un…Medstar Health, Inc.…Howard Hughes Medica…Johns Hopkins Health…
Calverthealth 403 (B) Plan vs. nearby Other plans in Maryland, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Calverthealth 403 (B) Plan by total assets, not by location.

Frequently Asked Questions

How did Calverthealth 403 (B) Plan assets move in 2022?
Calverthealth 403 (B) Plan pulled back noticeably - down 9.9% during 2022, from $104M to $93M. Reported net income was -$10M.
How have Calverthealth Medical Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Calverthealth Medical Center, Inc.'s sponsor-wide assets grew 23.0%, from $93M to $115M.
Where does Calverthealth 403 (B) Plan rank by assets among Form 5500 filers?
Calverthealth 403 (B) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Calverthealth 403 (B) Plan?
Among Other plans in other states, the closest by assets is Bloodworks Northwest Supplemental Retirement Account in WA ($93M, 508 participants).

Scale reading

Ways to act on Calverthealth 403 (B) Plan's numbers.