Other · DOL Form 5500 · 2023
University of Maryland Upper Chesapeake Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $275M
- Total assets Near avg plan size
- 3,056
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $90,016
- Avg per participant Below avg balance/head
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.
- #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.
- #17,023
- in Healthcare & Social Assistance (17,684 peers)
- +13.5%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Upper Chesapeake Health 403(b) Savings Plan's outsized position 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
Upper Chesapeake Health 403(b) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Chesapeake Health 403(b) Savings Plan lands in the large band (3,056 participants).
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.
Published 5500 schedule card
Filing strip 521398513 · University of Maryland Upper Chesapeake Health System, Inc. PY 2023 · Other
Upper Chesapeake Health 403(b) Savings Plan · $275M · 3,056 · 96th
- EIN $275M
- EIN 3,056
- EIN 96th
- EIN Other
- EIN near Penn Highlands Healthcare 403(b) Plan
- EIN ind #17023
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Upper Chesapeake Health 403(b) Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All University of Maryland Upper Chesapeake Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 22.163164188239787% vs 2022
- 2024 filing year
| 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
Upper Chesapeake Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Penn Highlands Healthcare 403(b) Plan in PA ($275M); by covered participants it is Tulane University Staff 403(b) Retirement Plan in LA (3,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($275M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,056 participants); asset peers above are excluded.
- Tulane University Staff 403(b) Retirement Plan (LA) 3,064 · 8 off
- Iatse Local 127 Pension Plan (TX) 3,065 · 9 off
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) 3,075 · 19 off
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) 3,079 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.