Other · DOL Form 5500 · 2023

Johns Hopkins University Office of Benefits Services Retirement Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
128
Participants Small participant base
89th
Percentile by assets National rank
$587,577
Avg per participant High balance/head
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Official DOL plan name: Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians · Sponsored by Johns Hopkins University Office of Benefits Services · Maryland · Educational Services

$75M in assets, 128 participants

Johns Hopkins University Office of Benefits Services's Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians reported $75M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,012 in Educational Services (3,735 peers)

Coverage in Maryland

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians covers 128 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $75M.

#3,012
in Educational Services (3,735 peers)
+3.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians's outsized position by total assets

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians vs every filed plan by assets

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

$75,209,888 Top 11% higher than 89% 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

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians 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. Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians reported net income rose from -$18M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians reported participants fell from 133 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians end-of-year assets rose from $73M in the plan year 2022 filing to $75M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520595110 · Johns Hopkins University Office of Benefits Services PY 2023 · Other

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians · $75M · 128 · 89th

  • RANK $75M
  • PHOTO 128
  • IND 89th
  • EOY Other
  • 5500 near Anna Jaques 403(b) Retirement Plan
  • ASSETS ind #3012

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 →

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians in the asset neighbourhood

Wayne Unc 403(b) Plan$75MChapters Health System, Inc. Retirement PlanChapters Health System, Inc.…$75MJohns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview PhysiciansJohns Hopkins University Tax…$75MAnna Jaques 403(b) Retirement PlanAnna Jaques 403(b) Retiremen…$75MWestminster College Defined Contribution Retirement PlanWestminster College Defined …$75M
End-of-year total assets ($M) among Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$75M
Net Income$2M
Employer EIN520595110
Plan Effective Date1975-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Johns Hopkins University Office of Benefits Services)

Sponsor-wide plan assets over time

All Johns Hopkins University Office of Benefits Services plans reported in each filing year

Latest sponsor-wide plan assets
$9.6B 27.888734618298784% vs 2022
2024 filing year
$7B$8B$9B$10B 202220232024 $7.54B $9.64B ▲ +27.9%
Year Plans Participants Total Assets
2022 4 32,646 $7.5B
2023 4 30,949 $8.7B
2024 4 31,380 $9.6B

Nearby Other Plans in Maryland

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

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians, Total assets ($B): 0.075209888 · Participants: 128Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview PhysiciansJohns 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
Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians vs. nearby Other plans in Maryland, assets vs. participants
Compare Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians side-by-side with 3 peers →

Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Anna Jaques 403(b) Retirement Plan in MA ($75M); by covered participants it is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians assets move in 2023? ▼
Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians edged up modestly - up 3.1% during 2023, from $73M to $75M. Reported net income was $2M.
How have Johns Hopkins University Office of Benefits Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johns Hopkins University Office of Benefits Services's sponsor-wide assets grew 27.9%, from $7.5B to $9.6B.
Where does Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians rank by assets among Form 5500 filers? ▼
Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians? ▼
Among Other plans in other states, the closest by assets is Anna Jaques 403(b) Retirement Plan in MA ($75M, 1,013 participants).
Which Other plans cover a similar participant headcount to Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians? ▼
Among Other plans in other states, the closest by covered participants is Southern Mississippi Planning and Development District 403(b) Plan in MS (128 participants, $4M 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 520595110.

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.