Other · DOL Form 5500 · 2022

Stevenson University, Inc. Retirement Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
715
Participants Below avg headcount
93rd
Percentile by assets National rank
$142,903
Avg per participant Near avg balance/head
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Official DOL plan name: Stevenson University, Inc. Retirement Savings Plan · Sponsored by Stevenson University, Inc. · Maryland · Educational Services

$102M in assets, 715 participants

Stevenson University, Inc.'s Stevenson University, Inc. Retirement Savings Plan reported $102M in total assets and 715 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,512 in Educational Services (4,024 peers)

Where Stevenson University, Inc. Retirement Savings Plan sits by assets

Stevenson University, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $102M for 715 participants (~$142,903/participant), up 9.9% in 2022.

#3,512
in Educational Services (4,024 peers)
+9.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Stevenson University, Inc. Retirement Savings Plan's outsized position by total assets

Stevenson University, Inc. Retirement Savings Plan vs every filed plan by assets

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

$102,175,657 Top 7% higher than 93% 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

Stevenson University, Inc. Retirement Savings Plan 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. Stevenson University, Inc. Retirement Savings Plan sits mid-pack in the medium band (715 participants).

Plan-year Form 5500 strip

Filing strip 520705392 · Stevenson University, Inc. PY 2022 · Other

Stevenson University, Inc. Retirement Savings Plan · $102M · 715 · 93rd

  • 5500 $102M
  • 5500 715
  • 5500 93rd
  • 5500 Other
  • 5500 near The Potomac School Tax Deferred Savings and Retirement Plan
  • 5500 ind #3512

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 Educational Services retirement plans → · Plans in Maryland →

Stevenson University, Inc. Retirement Savings Plan in the asset neighbourhood

Highland Retirement Plan$102MStevenson University, Inc. Retirement Savings PlanStevenson University, Inc. R…$102MThe Potomac School Tax Deferred Savings and Retirement PlanThe Potomac School Tax Defer…$102MMaryville University 403(b) Savings PlanMaryville University 403(b) …$102MSourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$102M
End-of-year total assets ($M) among Stevenson University, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$102M
Net Income$9M
Employer EIN520705392
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevenson University, Inc.)

Sponsor-wide plan assets over time

All Stevenson University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 15.270291826946607% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $102M $118M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 715 $102M
2023 1 715 $110M
2024 1 1,120 $118M

Nearby Other Plans in Maryland

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

Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Stevenson University, Inc. Retirement Savings Plan, Total assets ($B): 0.102175657 · Participants: 715Stevenson University, Inc. Retirement Savings PlanJohns 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
Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Stevenson University, Inc. Retirement Savings Plan side-by-side with 3 peers →

Stevenson University, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is The Potomac School Tax Deferred Savings and Retirement Plan in VA ($102M); by covered participants it is St. Olaf College 403(b) Retirement Plan in MN (716 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Stevenson University, Inc. Retirement Savings Plan assets move in 2022? ▼
Stevenson University, Inc. Retirement Savings Plan grew at a solid clip - up 9.9% during 2022, from $93M to $102M. Reported net income was $9M.
How have Stevenson University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevenson University, Inc.'s sponsor-wide assets grew 15.3%, from $102M to $118M.
Where does Stevenson University, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stevenson University, Inc. Retirement Savings Plan ranks in the 93rd 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 Stevenson University, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Potomac School Tax Deferred Savings and Retirement Plan in VA ($102M, 231 participants).
Which Other plans cover a similar participant headcount to Stevenson University, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Olaf College 403(b) Retirement Plan in MN (716 participants, $273M 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 520705392.

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.