Other · DOL Form 5500 · 2023
Chase Brexton Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 468
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $48,986
- Avg per participant Low balance/head
Official DOL plan name: Chase Brexton Health Services, Inc. 403(b) Plan · Sponsored by Chase Brexton Health Services, Inc. · Maryland · Real Estate
$23M in assets, 468 participants
Chase Brexton Health Services, Inc.'s Chase Brexton Health Services, Inc. 403(b) Plan reported $23M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #4,189 in Real Estate (4,727 peers)
Where Chase Brexton Health Services, Inc. 403(b) Plan sits by assets
Chase Brexton Health Services, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 468 participants (~$48,986/participant), up 33.8% in 2023.
- #4,189
- in Real Estate (4,727 peers)
- +33.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Chase Brexton Health Services, Inc. 403(b) Plan's outsized position by total assets
Chase Brexton Health Services, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,925,283 Top 25% higher than 75% 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
Chase Brexton Health Services, Inc. 403(b) 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. Chase Brexton Health Services, Inc. 403(b) Plan sits mid-pack in the medium band (468 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chase Brexton Health Services, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Chase Brexton Health Services, Inc. 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Chase Brexton Health Services, Inc. 403(b) Plan reported participants rose from 434 in the plan year 2022 filing to 468 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521638592 · Chase Brexton Health Services, Inc. PY 2023 · Other
Chase Brexton Health Services, Inc. 403(b) Plan · $23M · 468 · 75th
- VS-ST $23M
- BOY 468
- SCH 75th
- EBSA Other
- PART near Bronxworks 403(b) Plan
- TYPE ind #4189
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 Real Estate retirement plans → · Plans in Maryland →
Chase Brexton Health Services, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $6M |
| Employer EIN | 521638592 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chase Brexton Health Services, Inc.)
Sponsor-wide plan assets over time
All Chase Brexton Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 64.40106150218642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 434 | $17M |
| 2023 | 1 | 468 | $23M |
| 2024 | 1 | 524 | $28M |
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
Chase Brexton Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Bronxworks 403(b) Plan in NY ($23M); by covered participants it is Judson 403(b) Plan in OH (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.
- Judson 403(b) Plan (OH) 468 · 0 off
- Jawonio, Inc. 403(b)Thrift Plan (NY) 468 · 0 off
- Holy Cross Hospital Retirement Savings Plan (NM) 468 · 0 off
- University of Dubuque Employees' 403(b) Plan (IA) 468 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.