Other · DOL Form 5500 · 2023
University of Maryland Upper Chesapeake Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $275M
- Total assets
- 3,056
- Participants
- 96th
- Percentile by assets
- $90,016
- Avg per participant
Official DOL plan name: Upper Chesapeake Health 403(b) Savings Plan · Sponsored by University of Maryland Upper Chesapeake Health System, Inc. · Maryland · Healthcare & Social Assistance
$275M in assets, 3,056 participants
University of Maryland Upper Chesapeake Health System, Inc.'s Upper Chesapeake Health 403(b) Savings Plan reported $275M in total assets and 3,056 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,023 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Upper Chesapeake Health 403(b) Savings Plan covers 3,056 participants in Maryland, 3.3x the typical Maryland plan (state average ~929 per filing). Assets: $275M.
- $275M
- total plan assets (2023 EOY)
- 3,056
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $90,016
- avg assets per participant
Where Upper Chesapeake Health 403(b) Savings Plan sits by total assets
Upper Chesapeake Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$275,088,921 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upper Chesapeake Health 403(b) Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Upper Chesapeake Health 403(b) Savings Plan end-of-year assets rose from $242M in the plan year 2022 filing to $275M in the plan year 2023 filing.
- Upper Chesapeake Health 403(b) Savings Plan reported participants fell from 3,120 in the plan year 2022 filing to 3,056 in the plan year 2023 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Upper Chesapeake Health 403(b) Savings Plan reports 3,056 participants - 3.3x that state average ($275M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $33M |
| Employer EIN | 521398513 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Maryland Upper Chesapeake Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,120 | $242M |
| 2023 | 1 | 3,056 | $275M |
| 2024 | 1 | 2,925 | $296M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Upper Chesapeake Health 403(b) Savings Plan by total assets, not by location.
- Penn Highlands Healthcare 403(b) Plan (PA) $275M · 3,653
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $274M · 1,162
- National University Retirement Savings Plan (CA) $274M · 3,320
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) $273M · 1,361
Frequently Asked Questions
How did Upper Chesapeake Health 403(b) Savings Plan assets move in 2023? ▼
How have University of Maryland Upper Chesapeake Health System, Inc. plan assets changed over time? ▼
Where does Upper Chesapeake Health 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Upper Chesapeake Health 403(b) Savings Plan? ▼
Next read for Upper Chesapeake Health 403(b) Savings P…
Filing takeaways
Ways to act on Upper Chesapeake Health 403(b) Savings Plan's numbers.
- By total assets, Upper Chesapeake Health 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- University of Maryland Upper Chesapeake Health System, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans