Other · DOL Form 5500 · 2022
Calverthealth Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 1,453
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $64,263
- Avg per participant Low balance/head
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.
- #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.
- #18,750
- in Healthcare & Social Assistance (20,060 peers)
- -9.9%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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's outsized position by total assets
Calverthealth 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$93,374,428 Top 8% higher than 92% 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
Calverthealth 403 (B) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverthealth 403 (B) Plan lands in the large band (1,453 participants).
Published 5500 schedule card
Filing strip 520619000 · Calverthealth Medical Center, Inc. PY 2022 · Other
Calverthealth 403 (B) Plan · $93M · 1,453 · 92nd
- NET $93M
- BOOK 1,453
- VS-ST 92nd
- BOY Other
- SCH near Bloodworks Northwest Supplemental Retirement Account
- EBSA ind #18750
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 →
Calverthealth 403 (B) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$10M |
| Employer EIN | 520619000 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calverthealth Medical Center, Inc.)
Sponsor-wide plan assets over time
All Calverthealth Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 22.950084363569008% vs 2022
- 2024 filing year
| 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.
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
Calverthealth 403 (B) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Bloodworks Northwest Supplemental Retirement Account in WA ($93M); by covered participants it is The South County Hospital 403(b) Retirement Plan in RI (1,446 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,453 participants); asset peers above are excluded.
- The South County Hospital 403(b) Retirement Plan (RI) 1,446 · 7 off
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,446 · 7 off
- Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan (NY) 1,444 · 9 off
- Vail Health Hospital Retirement Plan (CO) 1,463 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.