Other · DOL Form 5500 · 2023

Upper Bay Counseling and Support Services, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
132
Participants Small participant base
47th
Percentile by assets National rank
$43,052
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upper Bay 403(b) Plan · Sponsored by Upper Bay Counseling and Support Services, Inc. · Maryland · Healthcare & Social Assistance

$6M in assets, 132 participants

Upper Bay Counseling and Support Services, Inc.'s Upper Bay 403(b) Plan reported $6M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,081 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Upper Bay 403(b) Plan covers 132 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#9,081
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Upper Bay 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upper Bay 403(b) Plan vs every filed plan by assets

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

$5,682,871 47th percentile higher than 47% 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

Upper Bay 403(b) 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. Upper Bay 403(b) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Bay 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $293K in the plan year 2023 filing.
  • Upper Bay 403(b) Plan reported participants fell from 150 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Upper Bay 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510329224 · Upper Bay Counseling and Support Services, Inc. PY 2023 · Other

Upper Bay 403(b) Plan · $6M · 132 · 47th

  • BOOK $6M
  • BOOK 132
  • BOOK 47th
  • BOOK Other
  • BOOK near Occupational Training Center of Burlington County, Inc. 403(b) Plan
  • BOOK ind #9081

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 Bay 403(b) Plan in the asset neighbourhood

Animal Rescue League of Boston 403(b) PlanAnimal Rescue League of Bost…$6MUpper Bay 403(b) Plan$6MOccupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$6MSage Ridge School Defined Contribution Retirement PlanSage Ridge School Defined Co…$6MEmployee Benefit Plan of Meals on Wheels and More, Inc.Employee Benefit Plan of Mea…$6M
End-of-year total assets ($M) among Upper Bay 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$293K
Employer EIN510329224
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Bay Counseling and Support Services, Inc.)

Sponsor-wide plan assets over time

All Upper Bay Counseling and Support Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.313054852085827% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.39M $6.11M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 150 $5M
2023 1 132 $6M
2024 1 127 $6M

Nearby Other Plans in Maryland

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

Upper Bay 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Upper Bay 403(b) Plan, Total assets ($B): 0.005682871 · Participants: 132Upper Bay 403(b) 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
Upper Bay 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Upper Bay 403(b) Plan side-by-side with 3 peers →

Upper Bay 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Occupational Training Center of Burlington County, Inc. 403(b) Plan in NJ ($6M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.

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 Upper Bay 403(b) Plan assets move in 2023? ▼
Upper Bay 403(b) Plan grew at a solid clip - up 5.4% during 2023, from $5M to $6M. Reported net income was $293K.
How have Upper Bay Counseling and Support Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Bay Counseling and Support Services, Inc.'s sponsor-wide assets grew 13.3%, from $5M to $6M.
Which Other plans are similar in size to Upper Bay 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Occupational Training Center of Burlington County, Inc. 403(b) Plan in NJ ($6M, 629 participants).
Which Other plans cover a similar participant headcount to Upper Bay 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants, $12M 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 510329224.

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.