Other · DOL Form 5500 · 2023

Chesapeake Bay Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
214
Participants Below avg headcount
81st
Percentile by assets National rank
$165,449
Avg per participant Above avg balance/head
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Official DOL plan name: Chesapeake Bay Foundation, Inc. 403(b) Plan · Sponsored by Chesapeake Bay Foundation, Inc. · Maryland · Other Services

$35M in assets, 214 participants

Chesapeake Bay Foundation, Inc.'s Chesapeake Bay Foundation, Inc. 403(b) Plan reported $35M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,155 in Other Services (7,857 peers)

Coverage in Maryland

Chesapeake Bay Foundation, Inc. 403(b) Plan covers 214 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $35M.

#7,155
in Other Services (7,857 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Chesapeake Bay Foundation, Inc. 403(b) Plan's outsized position by total assets

Chesapeake Bay Foundation, Inc. 403(b) Plan vs every filed plan by assets

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

$35,406,083 Top 19% higher than 81% 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

Chesapeake Bay Foundation, 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. Chesapeake Bay Foundation, Inc. 403(b) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chesapeake Bay Foundation, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Chesapeake Bay Foundation, Inc. 403(b) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Chesapeake Bay Foundation, Inc. 403(b) Plan reported participants rose from 211 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 526065757 · Chesapeake Bay Foundation, Inc. PY 2023 · Other

Chesapeake Bay Foundation, Inc. 403(b) Plan · $35M · 214 · 81st

  • PHOTO $35M
  • IND 214
  • EOY 81st
  • 5500 Other
  • ASSETS near Forsyth Country Day School Defined Contribution Re
  • PCT ind #7155

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 Other Services retirement plans → · Plans in Maryland →

Chesapeake Bay Foundation, Inc. 403(b) Plan in the asset neighbourhood

Douglas a. Thom Clinic, Inc. Retirement PlanDouglas a. Thom Clinic, Inc.…$35MChesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$35MForsyth Country Day School Defined Contribution ReForsyth Country Day School D…$35MWhitney Museum of American Art 403(b) Retirement PlanWhitney Museum of American A…$35MBirch Wathen Lenox School Defined Contribution Retirement PlanBirch Wathen Lenox School De…$35M
End-of-year total assets ($M) among Chesapeake Bay Foundation, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN526065757
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chesapeake Bay Foundation, Inc.)

Sponsor-wide plan assets over time

All Chesapeake Bay Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 22.086934588572333% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.8M $38.8M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 211 $32M
2023 1 214 $35M
2024 1 221 $39M

Nearby Other Plans in Maryland

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

Chesapeake Bay Foundation, Inc. 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Chesapeake Bay Foundation, Inc. 403(b) Plan, Total assets ($B): 0.035406083 · Participants: 214Chesapeake Bay Foundation, Inc. 403(b) 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
Chesapeake Bay Foundation, Inc. 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Chesapeake Bay Foundation, Inc. 403(b) Plan side-by-side with 3 peers →

Chesapeake Bay Foundation, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Forsyth Country Day School Defined Contribution Re in NC ($35M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Chesapeake Bay Foundation, Inc. 403(b) Plan assets move in 2023? ▼
Chesapeake Bay Foundation, Inc. 403(b) Plan grew at a solid clip - up 11.3% during 2023, from $32M to $35M. Reported net income was $4M.
How have Chesapeake Bay Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chesapeake Bay Foundation, Inc.'s sponsor-wide assets grew 22.1%, from $32M to $39M.
Where does Chesapeake Bay Foundation, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Chesapeake Bay Foundation, Inc. 403(b) Plan ranks in the 81st 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 Chesapeake Bay Foundation, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Forsyth Country Day School Defined Contribution Re in NC ($35M, 176 participants).
Which Other plans cover a similar participant headcount to Chesapeake Bay Foundation, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $74M 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 526065757.

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.