Other · DOL Form 5500 · 2023

Tri State Community Health Center Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
159
Participants Small participant base
56th
Percentile by assets National rank
$56,084
Avg per participant Low balance/head
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Official DOL plan name: Tri State Community Health Center Tax Sheltered Savings Plan · Sponsored by Tri State Community Health Center · Maryland · Healthcare & Social Assistance

$9M in assets, 159 participants

Tri State Community Health Center's Tri State Community Health Center Tax Sheltered Savings Plan reported $9M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,920 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Tri State Community Health Center Tax Sheltered Savings Plan covers 159 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

#10,920
in Healthcare & Social Assistance (17,684 peers)
+9.7%
assets growth YoY

Tri State Community Health Center Tax Sheltered Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tri State Community Health Center Tax Sheltered Savings Plan vs every filed plan by assets

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

$8,917,342 Top 44% higher than 56% 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

Tri State Community Health Center Tax Sheltered Savings 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. Tri State Community Health Center Tax Sheltered Savings Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tri State Community Health Center Tax Sheltered Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $786K in the plan year 2023 filing.
  • Tri State Community Health Center Tax Sheltered Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Tri State Community Health Center Tax Sheltered Savings Plan reported participants rose from 154 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521516829 · Tri State Community Health Center PY 2023 · Other

Tri State Community Health Center Tax Sheltered Savings Plan · $9M · 159 · 56th

  • NET $9M
  • NET 159
  • NET 56th
  • NET Other
  • NET near 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.
  • NET ind #10920

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 →

Tri State Community Health Center Tax Sheltered Savings Plan in the asset neighbourhood

Visiting Nurse Association of Southeastern Connecticut Pension PlanVisiting Nurse Association o…$9MIatse Local 127 Pension Plan$9MTri State Community Health Center Tax Sheltered Savings PlanTri State Community Health C…$9M403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.403(b) Tax-Deferred Annuity …$9MSaint James School Tda$9M
End-of-year total assets ($M) among Tri State Community Health Center Tax Sheltered Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$786K
Employer EIN521516829
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri State Community Health Center)

Sponsor-wide plan assets over time

All Tri State Community Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.518483598961339% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.13M $9.15M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 154 $8M
2023 1 159 $9M
2024 1 151 $9M

Nearby Other Plans in Maryland

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

Tri State Community Health Center Tax Sheltered Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Tri State Community Health Center Tax Sheltered Savings Plan, Total assets ($B): 0.008917342 · Participants: 159Tri State Community Health Center Tax Sheltered Savings 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
Tri State Community Health Center Tax Sheltered Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Tri State Community Health Center Tax Sheltered Savings Plan side-by-side with 3 peers →

Tri State Community Health Center Tax Sheltered Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. in NY ($9M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Tri State Community Health Center Tax Sheltered Savings Plan assets move in 2023? ▼
Tri State Community Health Center Tax Sheltered Savings Plan grew at a solid clip - up 9.7% during 2023, from $8M to $9M. Reported net income was $786K.
How have Tri State Community Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tri State Community Health Center's sponsor-wide assets grew 12.5%, from $8M to $9M.
Which Other plans are similar in size to Tri State Community Health Center Tax Sheltered Savings Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. in NY ($9M, 453 participants).
Which Other plans cover a similar participant headcount to Tri State Community Health Center Tax Sheltered Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is New America Foundation 403(b) DC Plan in DC (159 participants, $41M 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 521516829.

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.