Other · DOL Form 5500 · 2022
Community Foundation of the Eastern Shore, Inc. Retirement Plan
Data updated 2026-08-25
- $40K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $40,229
- Avg per participant Low balance/head
Official DOL plan name: Community Foundation of the Eastern Shore, Inc. 403(b) Plan · Sponsored by Community Foundation of the Eastern Shore, Inc. · Maryland · Other Services
$40K in assets, 1 participants
Community Foundation of the Eastern Shore, Inc.'s Community Foundation of the Eastern Shore, Inc. 403(b) Plan reported $40K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #518 in Other Services (8,398 peers)
Community Foundation of the Eastern Shore, Inc. multi-year trail
Community Foundation of the Eastern Shore, Inc.'s plans moved -39.0% in assets from 2022 to 2024; this filing shows Community Foundation of the Eastern Shore, Inc. 403(b) Plan at $40K / 1 participant.
- #518
- in Other Services (8,398 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Foundation of the Eastern Shore, Inc. 403(b) Plan among the smaller filed plans by assets
Community Foundation of the Eastern Shore, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,229 3rd percentile higher than 3% 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
Community Foundation of the Eastern Shore, Inc. 403(b) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Foundation of the Eastern Shore, Inc. 403(b) Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 521326014 · Community Foundation of the Eastern Shore, Inc. PY 2022 · Other
Community Foundation of the Eastern Shore, Inc. 403(b) Plan · $40K · 1 · 3rd
- PHOTO $40K
- IND 1
- EOY 3rd
- 5500 Other
- ASSETS near Happy to Serve You Hospitality
- PCT ind #518
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 Other Services retirement plans → · Plans in Maryland →
Community Foundation of the Eastern Shore, Inc. 403(b) Plan in the asset neighbourhood
Community Foundation of the Eastern Shore, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Community Foundation of the Eastern Shore, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25K 38.99922941161849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $40K |
| 2023 | 1 | 1 | $22K |
| 2024 | 1 | 1 | $25K |
Community Foundation of the Eastern Shore, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $52K |
|---|---|
| Net Assets (End of Year) | $40K |
| Net Income | -$11K |
| Employer EIN | 521326014 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
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
Community Foundation of the Eastern Shore, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Happy to Serve You Hospitality in CA ($40K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
- Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.