Bay Shore Services, Inc. Tax Deferred Annuity Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bay Shore Services, Inc. · Maryland · Healthcare & Social Assistance
What the 2023 filing shows
Bay Shore Services, Inc. Tax Deferred Annuity Plan holds $919K for 143 participants — about $6,426 per participant, up 12.8% over the 2022 plan year.
- $919K
- total plan assets (2022 EOY)
- 143
- covered participants
- $6,426
- avg assets per participant
- +12.8%
- assets growth YoY
What the Filing Says About Bay Shore Services, Inc. Tax Deferred Annuity Plan
Bay Shore Services, Inc. Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Bay Shore Services, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $919K in total end-of-year assets and covers 143 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521761890, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $814K at the beginning of 2022 to $919K at year-end — a gain of 12.8%. Net assets (after liabilities) closed the year at $919K, with reported net income of $105K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $814K |
| Total Assets (End of Year) | $919K |
| Net Assets (End of Year) | $919K |
| Net Income | $105K |
| Plan Type | Profit Sharing |
| Employer EIN | 521761890 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Related Data
Guides
Frequently Asked Questions
How much money is in the Bay Shore Services, Inc. Tax Deferred Annuity Plan? ▼
What type of plan is Bay Shore Services, Inc. Tax Deferred Annuity Plan? ▼
Who sponsors the Bay Shore Services, Inc. Tax Deferred Annuity Plan? ▼
How did Bay Shore Services, Inc. Tax Deferred Annuity Plan perform in 2022? ▼
Where can I find official filings for Bay Shore Services, Inc. Tax Deferred Annuity Plan? ▼
How does Bay Shore Services, Inc. Tax Deferred Annuity Plan compare to other plans? ▼
Explore PlainRetire
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 521761890.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.