Other · DOL Form 5500 · 2023

The Calvert County Day School, Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
41
Participants Small participant base
51st
Percentile by assets National rank
$171,526
Avg per participant Above avg balance/head
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Official DOL plan name: Calverton School 403(b) Retirement Plan · Sponsored by The Calvert County Day School, Inc · Maryland · Educational Services

$7M in assets, 41 participants

The Calvert County Day School, Inc's Calverton School 403(b) Retirement Plan reported $7M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,314 in Educational Services (3,735 peers)

What the 2023 filing shows

Calverton School 403(b) Retirement Plan holds $7M for 41 participants - about $171,526 per participant, above the median plan by assets.

#1,314
in Educational Services (3,735 peers)
+4.9%
assets growth YoY

Calverton School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Calverton School 403(b) Retirement Plan vs every filed plan by assets

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

$7,032,554 Top 49% higher than 51% 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

Calverton School 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverton School 403(b) Retirement Plan is a small filing (41 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 520753724 · The Calvert County Day School, Inc PY 2023 · Other

Calverton School 403(b) Retirement Plan · $7M · 41 · 51st

  • IND $7M
  • EOY 41
  • 5500 51st
  • ASSETS Other
  • PCT near American Health Foundation 403(b) Retirement Savings Plan
  • EIN ind #1314

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 →

Calverton School 403(b) Retirement Plan in the asset neighbourhood

Sterling Area Health Center 403bSterling Area Health Center …$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MAmerican Health Foundation 403(b) Retirement Savings PlanAmerican Health Foundation 4…$7MBoston Va Research Institute, Inc. 403(b) PlanBoston Va Research Institute…$7MChildren and Families First 403(b) DC PlanChildren and Families First …$7M
End-of-year total assets ($M) among Calverton School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$331K
Employer EIN520753724
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

Calverton School 403(b) Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Calverton School 403(b) Retirement Plan, Total assets ($B): 0.007032554 · Participants: 41Calverton School 403(b) Retirement 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
Calverton School 403(b) Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants

Calverton School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M); by covered participants it is Northern Manhattan Perinatal Partnership Retirement Plan in NY (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Calverton School 403(b) Retirement Plan assets move in 2023?
Calverton School 403(b) Retirement Plan edged up modestly - up 4.9% during 2023, from $7M to $7M. Reported net income was $331K.
Which Other plans are similar in size to Calverton School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M, 503 participants).
Which Other plans cover a similar participant headcount to Calverton School 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Northern Manhattan Perinatal Partnership Retirement Plan in NY (41 participants, $200K in assets).