Other · DOL Form 5500 · 2023

Affiliated Sante Group Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
442
Participants Below avg headcount
47th
Percentile by assets National rank
$13,050
Avg per participant Low balance/head
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Official DOL plan name: Sante Group Companies 403b Retirement Plan · Sponsored by Affiliated Sante Group · Maryland · Healthcare & Social Assistance

$6M in assets, 442 participants

Affiliated Sante Group's Sante Group Companies 403b Retirement Plan reported $6M in total assets and 442 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.

  • #9,139 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Sante Group Companies 403b Retirement Plan covers 442 participants in Maryland, about 48% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#9,139
in Healthcare & Social Assistance (17,684 peers)
+28.2%
assets growth YoY

Sante Group Companies 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sante Group Companies 403b Retirement Plan vs every filed plan by assets

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

$5,768,075 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

Sante Group Companies 403b Retirement 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. Sante Group Companies 403b Retirement Plan sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sante Group Companies 403b Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sante Group Companies 403b Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sante Group Companies 403b Retirement Plan reported participants rose from 399 in the plan year 2022 filing to 442 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521729566 · Affiliated Sante Group PY 2023 · Other

Sante Group Companies 403b Retirement Plan · $6M · 442 · 47th

  • SCH $6M
  • SCH 442
  • SCH 47th
  • SCH Other
  • SCH near Mental Health Connecticut, Inc. Retirement Plan
  • SCH ind #9139

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 →

Sante Group Companies 403b Retirement Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MMental Health Connecticut, Inc. Retirement PlanMental Health Connecticut, I…$6MThird Way Center, Inc. 403(b) PlanThird Way Center, Inc. 403(b…$6MCommunity Health Partners, Inc. 403(b) Tax-Deferred PlanCommunity Health Partners, I…$6M403(b) Thrift Plan for Employees of James L. Maher Center403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Sante Group Companies 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN521729566
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Sante Group)

Sponsor-wide plan assets over time

All Affiliated Sante Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.28969911140861% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.5M $6.36M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 399 $4M
2023 1 442 $6M
2024 1 460 $6M

Nearby Other Plans in Maryland

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

Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Sante Group Companies 403b Retirement Plan, Total assets ($B): 0.005768075 · Participants: 442Sante Group Companies 403b Retirement 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
Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Sante Group Companies 403b Retirement Plan side-by-side with 3 peers →

Sante Group Companies 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Mental Health Connecticut, Inc. Retirement Plan in CT ($6M); by covered participants it is Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan in CA (442 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 Sante Group Companies 403b Retirement Plan assets move in 2023? ▼
Sante Group Companies 403b Retirement Plan grew sharply - up 28.2% during 2023, from $4M to $6M. Reported net income was $1M.
How have Affiliated Sante Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Sante Group's sponsor-wide assets grew 41.3%, from $4M to $6M.
Which Other plans are similar in size to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mental Health Connecticut, Inc. Retirement Plan in CT ($6M, 206 participants).
Which Other plans cover a similar participant headcount to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan in CA (442 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 521729566.

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.