Other · DOL Form 5500 · 2022

Penn-Mar Organization, Inc. Dba Penn-Human Services Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
552
Participants Below avg headcount
70th
Percentile by assets National rank
$23,191
Avg per participant Low balance/head
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Official DOL plan name: 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services · Sponsored by Penn-Mar Organization, Inc. Dba Penn-Human Services · Maryland · Healthcare & Social Assistance

$13M in assets, 552 participants

Penn-Mar Organization, Inc. Dba Penn-Human Services's 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services reported $13M in total assets and 552 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,966 in Healthcare & Social Assistance (20,060 peers)

Penn-Mar Organization, Inc. Dba Penn-Human Services multi-year trail

Penn-Mar Organization, Inc. Dba Penn-Human Services's plans moved +48.9% in assets from 2022 to 2024; this filing shows 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services at $13M / 552 participants.

#14,966
in Healthcare & Social Assistance (20,060 peers)
+12.1%
assets growth YoY

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services's outsized position by total assets

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services vs every filed plan by assets

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

$12,801,236 Top 30% higher than 70% 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

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services 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. 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services sits mid-pack in the medium band (552 participants).

Form 5500 schedule snapshot

Filing strip 521207942 · Penn-Mar Organization, Inc. Dba Penn-Human Services PY 2022 · Other

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services · $13M · 552 · 70th

  • ASSETS $13M
  • PCT 552
  • EIN 70th
  • RANK Other
  • PHOTO near Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation
  • IND ind #14966

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 →

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services in the asset neighbourhood

The Altamont School Defined Contribution Retirement PlanThe Altamont School Defined …$13MProvidence Medical Center Tax Deferred Annuity PlanProvidence Medical Center Ta…$13M403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services403b Thrift Plan for Penn-Ma…$13MSafe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement CorporationSafe-Harbor 401(k) Profit-Sh…$13MChapel Hill - Chauncy Hall School 403(b) PlanChapel Hill - Chauncy Hall S…$13M
End-of-year total assets ($M) among 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Penn-Mar Organization, Inc. Dba Penn-Human Services multi-year asset trail

Sponsor-wide plan assets over time

All Penn-Mar Organization, Inc. Dba Penn-Human Services plans reported in each filing year

Latest sponsor-wide plan assets
$19M 48.88120178395274% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $19.1M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 552 $13M
2023 1 546 $16M
2024 1 575 $19M

Penn-Mar Organization, Inc. Dba Penn-Human Services filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN521207942
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services, Total assets ($B): 0.012801236 · Participants: 552403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human ServicesJohns 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
403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services vs. nearby Other plans in Maryland, assets vs. participants
Compare 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services side-by-side with 3 peers →

403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation in NY ($13M); by covered participants it is Bracewell LLP 401(k) Plan a in TX (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (552 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 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services assets move in 2022? ▼
403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services grew at a solid clip - up 12.1% during 2022, from $11M to $13M. Reported net income was $1M.
How have Penn-Mar Organization, Inc. Dba Penn-Human Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn-Mar Organization, Inc. Dba Penn-Human Services's sponsor-wide assets grew 48.9%, from $13M to $19M.
Which Other plans are similar in size to 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation in NY ($13M, 148 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services? ▼
Among Other plans in other states, the closest by covered participants is Bracewell LLP 401(k) Plan a in TX (553 participants, $196M 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 521207942.

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.