Other · DOL Form 5500 · 2023
Baltimore Medical System, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 372
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $52,931
- Avg per participant Low balance/head
Official DOL plan name: Baltimore Medical System,Inc.Tax Sheltered Annuity Plan · Sponsored by Baltimore Medical System, Inc. · Maryland · Administrative & Support Services
$20M in assets, 372 participants
Baltimore Medical System, Inc.'s Baltimore Medical System,Inc.Tax Sheltered Annuity Plan reported $20M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,752 in Administrative & Support Services (4,372 peers)
Coverage in Maryland
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan covers 372 participants in Maryland, about 40% of the average Maryland filer (state average ~929 per filing). Assets: $20M.
- #3,752
- in Administrative & Support Services (4,372 peers)
- +15.2%
- assets growth YoY
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan's outsized position by total assets
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,690,279 Top 28% higher than 72% 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
Baltimore Medical System,Inc.Tax Sheltered Annuity 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. Baltimore Medical System,Inc.Tax Sheltered Annuity Plan sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baltimore Medical System,Inc.Tax Sheltered Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Baltimore Medical System,Inc.Tax Sheltered Annuity Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Baltimore Medical System,Inc.Tax Sheltered Annuity Plan reported participants rose from 350 in the plan year 2022 filing to 372 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521358241 · Baltimore Medical System, Inc. PY 2023 · Other
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan · $20M · 372 · 72nd
- EOY $20M
- 5500 372
- ASSETS 72nd
- PCT Other
- EIN near National Council of State Boards of Nursing, Inc. 403(b) Tda Plan
- RANK ind #3752
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 Administrative & Support Services retirement plans → · Plans in Maryland →
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 521358241 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baltimore Medical System, Inc.)
Sponsor-wide plan assets over time
All Baltimore Medical System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 27.068363311393224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 350 | $17M |
| 2023 | 1 | 372 | $20M |
| 2024 | 1 | 394 | $22M |
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
Baltimore Medical System,Inc.Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is National Council of State Boards of Nursing, Inc. 403(b) Tda Plan in IL ($20M); by covered participants it is Atlantic Council of the United States 403(b)DC Plan in DC (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- National Council of State Boards of Nursing, Inc. 403(b) Tda Plan (IL) $20M · 122
- Mount Vernon Presbyterian School, Inc. Retirement Plan (GA) $20M · 457
- 403(b) Thrift Plan for Nonprofit Finance Fund (NY) $20M · 119
- New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan (NH) $20M · 197
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- Atlantic Council of the United States 403(b)DC Plan (DC) 372 · 0 off
- Foundation Physicians Medical Group, Inc. 401(k) Plan (CA) 372 · 0 off
- Brenau University 403(b) Defined Contribution Plan (GA) 372 · 0 off
- Ndi 403(b) Plan (DC) 372 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.