Other · DOL Form 5500 · 2023

Calvert School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
172
Participants Small participant base
72nd
Percentile by assets National rank
$112,812
Avg per participant Below avg balance/head
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Official DOL plan name: The Calvert School 403(b) Retirement Savings Plan · Sponsored by Calvert School · Maryland · Educational Services

$19M in assets, 172 participants

Calvert School's The Calvert School 403(b) Retirement Savings Plan reported $19M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,052 in Educational Services (3,735 peers)

Coverage in Maryland

The Calvert School 403(b) Retirement Savings Plan covers 172 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $19M.

#2,052
in Educational Services (3,735 peers)
+19.1%
assets growth YoY

The Calvert School 403(b) Retirement Savings Plan's outsized position by total assets

The Calvert School 403(b) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,403,585 Top 28% higher than 72% of 127,068 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 2023

The Calvert School 403(b) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Calvert School 403(b) Retirement Savings Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Calvert School 403(b) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Calvert School 403(b) Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Calvert School 403(b) Retirement Savings Plan reported participants rose from 166 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520591510 · Calvert School PY 2023 · Other

The Calvert School 403(b) Retirement Savings Plan · $19M · 172 · 72nd

  • EBSA $19M
  • PART 172
  • TYPE 72nd
  • NET Other
  • BOOK near Kennebec Behavioral Health 403(b) Plan
  • VS-ST ind #2052

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 →

The Calvert School 403(b) Retirement Savings Plan in the asset neighbourhood

The Calvert School 403(b) Retirement Savings PlanThe Calvert School 403(b) Re…$19MKennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$19MAmerican Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of th…$19MCapital City Public Charter School, Inc. 403 (B) PlanCapital City Public Charter …$19MValley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement PlanValley Forge Educational Ser…$19M
End-of-year total assets ($M) among The Calvert School 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN520591510
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert School)

Sponsor-wide plan assets over time

All Calvert School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.16237173057161% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $21.9M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 166 $16M
2023 1 172 $19M
2024 1 163 $22M

Nearby Other Plans in Maryland

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

The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Calvert School 403(b) Retirement Savings Plan, Total assets ($B): 0.019403585 · Participants: 172The Calvert School 403(b) Retirement Savings PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Calvert School 403(b) Retirement Savings Plan side-by-side with 3 peers →

The Calvert School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Kennebec Behavioral Health 403(b) Plan in ME ($19M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Calvert School 403(b) Retirement Savings Plan assets move in 2023? ▼
The Calvert School 403(b) Retirement Savings Plan grew sharply - up 19.1% during 2023, from $16M to $19M. Reported net income was $3M.
How have Calvert School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert School's sponsor-wide assets grew 34.2%, from $16M to $22M.
Which Other plans are similar in size to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Kennebec Behavioral Health 403(b) Plan in ME ($19M, 398 participants).
Which Other plans cover a similar participant headcount to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520591510.

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.