Other · DOL Form 5500 · 2023
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 546
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $29,876
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services · Sponsored by Penn-Mar Organization, Inc. Dba Penn-Mar Human Services · Maryland · Healthcare & Social Assistance
$16M in assets, 546 participants
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services's 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported $16M in total assets and 546 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,041 in Healthcare & Social Assistance (17,684 peers)
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services multi-year trail
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services's plans moved +48.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services at $16M / 546 participants.
- #13,041
- in Healthcare & Social Assistance (17,684 peers)
- +27.4%
- assets growth YoY
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services's outsized position by total assets
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,312,096 Top 31% higher than 69% 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
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services 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. 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services sits mid-pack in the medium band (546 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported participants fell from 552 in the plan year 2022 filing to 546 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521207942 · Penn-Mar Organization, Inc. Dba Penn-Mar Human Services PY 2023 · Other
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services · $16M · 546 · 69th
- IND $16M
- EOY 546
- 5500 69th
- ASSETS Other
- PCT near Phillips Brooks School 403(b) DC Plan
- EIN ind #13041
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 →
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services in the asset neighbourhood
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services multi-year asset trail
Sponsor-wide plan assets over time
All Penn-Mar Organization, Inc. Dba Penn-Mar Human Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 48.88120178395274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $13M |
| 2023 | 1 | 546 | $16M |
| 2024 | 1 | 575 | $19M |
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 521207942 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maryland
Peer Other 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
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Phillips Brooks School 403(b) DC Plan in CA ($16M); by covered participants it is Excelsior University Supplemental 403(b) Plan in NY (546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Phillips Brooks School 403(b) DC Plan (CA) $16M · 65
- Gateways Community Services 403(b) Plan (NH) $16M · 689
- Justice Innovation Inc. 403(b) Plan (NY) $16M · 724
- Cottage Hospital Tax-Sheltered Annuity Plan (NH) $16M · 304
Similar participant headcount
Nearest other-state filings by covered participants (546 participants); asset peers above are excluded.
- Excelsior University Supplemental 403(b) Plan (NY) 546 · 0 off
- Scripps College Academic Retirement Plan (CA) 546 · 0 off
- Adelante Development Center, Inc. 403(b) Plan (NM) 546 · 0 off
- Children's Law Center of California 403(b) Plan (CA) 546 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.