401(k) · DOL Form 5500 · 2023
Calvert Internal Medicine Group, P.a. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $318,618
- Avg per participant High balance/head
Official DOL plan name: Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan · Sponsored by Calvert Internal Medicine Group, P.a. · Maryland · Healthcare & Social Assistance
$36M in assets, 112 participants
Calvert Internal Medicine Group, P.a.'s Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan reported $36M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,919 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan covers 112 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $36M.
- #14,919
- in Healthcare & Social Assistance (17,684 peers)
- +19.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,685,254 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing 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. Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan reported participants rose from 106 in the plan year 2022 filing to 112 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521365400 · Calvert Internal Medicine Group, P.a. PY 2023 · 401(k)
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan · $36M · 112 · 82nd
- EBSA $36M
- EBSA 112
- EBSA 82nd
- EBSA 401(k)
- EBSA near Curana Health LLC 401(k) Plan
- EBSA ind #14919
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 →
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 521365400 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calvert Internal Medicine Group, P.a.)
Sponsor-wide plan assets over time
All Calvert Internal Medicine Group, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 40.60759027768858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $30M |
| 2023 | 1 | 112 | $36M |
| 2024 | 1 | 130 | $42M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Calvert Internal Medicine Group, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Curana Health LLC 401(k) Plan in TX ($36M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Curana Health LLC 401(k) Plan (TX) $36M · 815
- Rosina Food Products, Inc. 401(k) Plan (NY) $36M · 484
- Ohnward Bancshares, Inc. 401(k) Profit Sharing Plan (IA) $36M · 254
- Academic Partnerships, LLC Retirement Savings Plan (TX) $36M · 658
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.