Other · DOL Form 5500 · 2023

Shore Health System, Inc. Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
1,243
Participants Near avg headcount
92nd
Percentile by assets National rank
$94,654
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shore Health System, Inc. 401(k) Plan · Sponsored by Shore Health System, Inc. · Maryland · Healthcare & Social Assistance

$118M in assets, 1,243 participants

Shore Health System, Inc.'s Shore Health System, Inc. 401(k) Plan reported $118M in total assets and 1,243 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,492 in Healthcare & Social Assistance (17,684 peers)

Where Shore Health System, Inc. 401(k) Plan sits by assets

Shore Health System, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $118M for 1,243 participants (~$94,654/participant), up 9.1% in 2023.

#16,492
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Shore Health System, Inc. 401(k) Plan's outsized position by total assets

Shore Health System, Inc. 401(k) Plan vs every filed plan by assets

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

$117,654,736 Top 8% higher than 92% 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

Shore Health System, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shore Health System, Inc. 401(k) Plan lands in the large band (1,243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shore Health System, Inc. 401(k) Plan reported net income rose from -$37M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shore Health System, Inc. 401(k) Plan end-of-year assets rose from $108M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Shore Health System, Inc. 401(k) Plan reported participants fell from 1,336 in the plan year 2022 filing to 1,243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520610538 · Shore Health System, Inc. PY 2023 · Other

Shore Health System, Inc. 401(k) Plan · $118M · 1,243 · 92nd

  • EOY $118M
  • 5500 1,243
  • ASSETS 92nd
  • PCT Other
  • EIN near The Taft School 403(b) Retirement Plan
  • RANK ind #16492

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 →

Shore Health System, Inc. 401(k) Plan in the asset neighbourhood

Window to the World Communications, Inc. Defined Contribution Retirement PlanWindow to the World Communic…$118MSaint Francis University Retirement PlanSaint Francis University Ret…$118MThe Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$118MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$118MThe Leukemia & Lymphoma Society, Inc. 403(b) PlanThe Leukemia & Lymphoma Soci…$117M
End-of-year total assets ($M) among Shore Health System, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$118M
Net Income$10M
Employer EIN520610538
Plan Effective Date2003-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shore Health System, Inc.)

Sponsor-wide plan assets over time

All Shore Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 9.832286932562809% vs 2022
2024 filing year
$105M$110M$115M$120M 202220232024 $108M $118M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 1,336 $108M
2023 1 1,243 $118M
2024 1 1,154 $118M

Nearby Other Plans in Maryland

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

Shore Health System, Inc. 401(k) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Shore Health System, Inc. 401(k) Plan, Total assets ($B): 0.117654736 · Participants: 1243Shore Health System, Inc. 401(k) 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
Shore Health System, Inc. 401(k) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Shore Health System, Inc. 401(k) Plan side-by-side with 3 peers →

Shore Health System, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is The Taft School 403(b) Retirement Plan in CT ($118M); by covered participants it is Acmc System Savings Investment Plan in OH (1,244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,243 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 Shore Health System, Inc. 401(k) Plan assets move in 2023? ▼
Shore Health System, Inc. 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $108M to $118M. Reported net income was $10M.
How have Shore Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shore Health System, Inc.'s sponsor-wide assets grew 9.8%, from $108M to $118M.
Where does Shore Health System, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Shore Health System, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Shore Health System, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is The Taft School 403(b) Retirement Plan in CT ($118M, 270 participants).
Which Other plans cover a similar participant headcount to Shore Health System, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Acmc System Savings Investment Plan in OH (1,244 participants, $94M 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 520610538.

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.