Profit Sharing · DOL Form 5500 · 2023

The Annie E. Casey Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
211
Participants Below avg headcount
89th
Percentile by assets National rank
$344,126
Avg per participant High balance/head
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Official DOL plan name: The Annie E. Casey Foundation Retirement Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services

$73M in assets, 211 participants

The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation Retirement Plan reported $73M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,511 in Other Services (7,857 peers)

Coverage in Maryland

The Annie E. Casey Foundation Retirement Plan covers 211 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $73M.

#7,511
in Other Services (7,857 peers)
+15.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Annie E. Casey Foundation Retirement Plan's outsized position by total assets

The Annie E. Casey Foundation Retirement Plan vs every filed plan by assets

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

$72,610,652 Top 11% higher than 89% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Annie E. Casey Foundation Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Annie E. Casey Foundation Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • The Annie E. Casey Foundation Retirement Plan reported participants rose from 195 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

The Annie E. Casey Foundation Retirement Plan · $73M · 211 · 89th

  • PHOTO $73M
  • PHOTO 211
  • PHOTO 89th
  • PHOTO Profit Sharing
  • PHOTO near Southern Illinois Laborers & Employers Annuity Fund
  • PHOTO ind #7511

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 Retirement Plan in the asset neighbourhood

Teamsters Local 25 Investment PlanTeamsters Local 25 Investmen…$73MGoodwill Industries Employee Retirement and Incentive PlanGoodwill Industries Employee…$73MThe Annie E. Casey Foundation Retirement PlanThe Annie E. Casey Foundatio…$73MSouthern Illinois Laborers & Employers Annuity FundSouthern Illinois Laborers &…$73MI.B.E.W. Local #910 Annuity FundI.B.E.W. Local #910 Annuity …$72M
End-of-year total assets ($M) among The Annie E. Casey Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$73M
Net Income$10M
Employer EIN521951681
Plan Effective Date1997-01-01
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 Profit Sharing Plans in Maryland

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

The Annie E. Casey Foundation Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Annie E. Casey Foundation Retirement Plan, Total assets ($B): 0.072610652 · Participants: 211The Annie E. Casey Foundation Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
The Annie E. Casey Foundation Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare The Annie E. Casey Foundation Retirement Plan side-by-side with 3 peers →

The Annie E. Casey Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Southern Illinois Laborers & Employers Annuity Fund in IL ($73M); by covered participants it is Axiscare Health Logistics Pr Retirement Plan in PR (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Retirement Plan assets move in 2023? ▼
The Annie E. Casey Foundation Retirement Plan grew sharply - up 15.4% during 2023, from $63M to $73M. Reported net income was $10M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Annie E. Casey Foundation Retirement Plan ranks in the 89th 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 Profit Sharing plans are similar in size to The Annie E. Casey Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern Illinois Laborers & Employers Annuity Fund in IL ($73M, 1,075 participants).
Which Profit Sharing plans cover a similar participant headcount to The Annie E. Casey Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Axiscare Health Logistics Pr Retirement Plan in PR (211 participants, $3M 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.