Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

The Kennedy Krieger Institute Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Kennedy Krieger Institute ยท Maryland ยท Healthcare & Social Assistance

What the 2023 filing shows

The Kennedy Krieger Institute Pension Plan holds $46M for 312 participants - about $148,607 per participant, up 7.9% over the 2023 plan year.

$46M
total plan assets (2023 EOY)
312
covered participants
$148,607
avg assets per participant
+7.9%
assets growth YoY
Total Assets (2023)
$46M
Participants
312
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Kennedy Krieger Institute Pension Plan

The Kennedy Krieger Institute Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Kennedy Krieger Institute, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 312 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 520607971, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2023 to $46M at year-end โ€” a gain of 7.9%. Net assets (after liabilities) closed the year at $46M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$3M
Plan TypeDefined Benefit (Pension)
Employer EIN520607971
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kennedy Krieger Institute)

Year Plans Participants Total Assets
2022 2 2,855 $345M
2023 2 2,918 $423M
2024 2 3,124 $492M

Nearby Defined Benefit (Pension) Plans in Maryland

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Frequently Asked Questions

How much money is in the The Kennedy Krieger Institute Pension Plan?
As of the 2023 Form 5500 filing, The Kennedy Krieger Institute Pension Plan holds $46M in total assets with 312 participants. It is sponsored by The Kennedy Krieger Institute.
What type of plan is The Kennedy Krieger Institute Pension Plan?
The Kennedy Krieger Institute Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1969-01-01. The plan is filed with the U.S. Department of Labor under EIN 520607971.
Who sponsors the The Kennedy Krieger Institute Pension Plan?
The Kennedy Krieger Institute Pension Plan is sponsored by The Kennedy Krieger Institute, located in Maryland. The sponsor's EIN is 520607971 and the plan operates in the Healthcare & Social Assistance industry.
How did The Kennedy Krieger Institute Pension Plan perform in 2023?
The Kennedy Krieger Institute Pension Plan grew by 7.9% during 2023, moving from $43M to $46M in total assets. Net income was $3M.
Where can I find official filings for The Kennedy Krieger Institute Pension Plan?
Official Form 5500 filings for The Kennedy Krieger Institute Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520607971 or plan name at efast.dol.gov.
How does The Kennedy Krieger Institute Pension Plan compare to other plans?
You can compare The Kennedy Krieger Institute Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 520607971.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.