Other · DOL Form 5500 · 2023

The Annie E. Casey Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
199
Participants Below avg headcount
85th
Percentile by assets National rank
$240,911
Avg per participant Above avg balance/head
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Official DOL plan name: The Annie E. Casey Foundation 403(b) Savings Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services

$48M in assets, 199 participants

The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation 403(b) Savings Plan reported $48M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,323 in Other Services (7,857 peers)

Coverage in Maryland

The Annie E. Casey Foundation 403(b) Savings Plan covers 199 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $48M.

#7,323
in Other Services (7,857 peers)
+15.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Annie E. Casey Foundation 403(b) Savings Plan's outsized position by total assets

The Annie E. Casey Foundation 403(b) Savings Plan vs every filed plan by assets

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

$47,941,200 Top 15% higher than 85% 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

The Annie E. Casey Foundation 403(b) Savings 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. The Annie E. Casey Foundation 403(b) Savings Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Annie E. Casey Foundation 403(b) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Annie E. Casey Foundation 403(b) Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • The Annie E. Casey Foundation 403(b) Savings Plan reported participants rose from 186 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521951681 · The Annie E. Casey Foundation, Inc. PY 2023 · Other

The Annie E. Casey Foundation 403(b) Savings Plan · $48M · 199 · 85th

  • EBSA $48M
  • EBSA 199
  • EBSA 85th
  • EBSA Other
  • EBSA near Cambridge University Press Tax Deferred Annuity Plan
  • EBSA ind #7323

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 →

The Annie E. Casey Foundation 403(b) Savings Plan in the asset neighbourhood

The College of Idaho 403(b) Retirement PlanThe College of Idaho 403(b) …$48MValley Christian Schools Retirement PlanValley Christian Schools Ret…$48MThe Annie E. Casey Foundation 403(b) Savings PlanThe Annie E. Casey Foundatio…$48MCambridge University Press Tax Deferred Annuity PlanCambridge University Press T…$48MCommunity Action Partnership of San Luis Obispo County, Inc. 403(b)PlanCommunity Action Partnership…$48M
End-of-year total assets ($M) among The Annie E. Casey Foundation 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN521951681
Plan Effective Date1988-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Annie E. Casey Foundation, Inc.)

Sponsor-wide plan assets over time

All The Annie E. Casey Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$128M 22.701837379093405% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $128M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 381 $104M
2023 2 410 $121M
2024 2 420 $128M

Nearby Other Plans in Maryland

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

The Annie E. Casey Foundation 403(b) Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Annie E. Casey Foundation 403(b) Savings Plan, Total assets ($B): 0.0479412 · Participants: 199The Annie E. Casey Foundation 403(b) Savings 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
The Annie E. Casey Foundation 403(b) Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Annie E. Casey Foundation 403(b) Savings Plan side-by-side with 3 peers →

The Annie E. Casey Foundation 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Cambridge University Press Tax Deferred Annuity Plan in NY ($48M); by covered participants it is Community Action Agency 403(b) Retirement Plan in MI (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 The Annie E. Casey Foundation 403(b) Savings Plan assets move in 2023? ▼
The Annie E. Casey Foundation 403(b) Savings Plan grew sharply - up 15.5% during 2023, from $42M to $48M. Reported net income was $6M.
How have The Annie E. Casey Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Annie E. Casey Foundation, Inc.'s sponsor-wide assets grew 22.7%, from $104M to $128M.
Where does The Annie E. Casey Foundation 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
The Annie E. Casey Foundation 403(b) Savings Plan ranks in the 85th 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 The Annie E. Casey Foundation 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Cambridge University Press Tax Deferred Annuity Plan in NY ($48M, 314 participants).
Which Other plans cover a similar participant headcount to The Annie E. Casey Foundation 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Agency 403(b) Retirement Plan in MI (199 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 521951681.

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.