Other · DOL Form 5500 · 2023
Community Foundation of the Eastern Shore, Inc. Retirement Plan
Data updated 2026-08-25
- $22K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $21,662
- Avg per participant Low balance/head
Official DOL plan name: Community Foundation of the Eastern Shore, Inc. 403(b) Plan · Sponsored by Community Foundation of the Eastern Shore, Inc. · Maryland · Other Services
$22K in assets, 1 participants
Community Foundation of the Eastern Shore, Inc.'s Community Foundation of the Eastern Shore, Inc. 403(b) Plan reported $22K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #329 in Other Services (7,857 peers)
Community Foundation of the Eastern Shore, Inc. multi-year trail
Community Foundation of the Eastern Shore, Inc.'s plans moved -39.0% in assets from 2022 to 2024; this filing shows Community Foundation of the Eastern Shore, Inc. 403(b) Plan at $22K / 1 participant.
- #329
- in Other Services (7,857 peers)
- -46.2%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Foundation of the Eastern Shore, Inc. 403(b) Plan among the smaller filed plans by assets
Community Foundation of the Eastern Shore, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,662 2nd percentile higher than 2% 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
Community Foundation of the Eastern Shore, Inc. 403(b) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Foundation of the Eastern Shore, Inc. 403(b) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Foundation of the Eastern Shore, Inc. 403(b) Plan reported net income fell from -$11K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- Community Foundation of the Eastern Shore, Inc. 403(b) Plan end-of-year assets fell from $40K in the plan year 2022 filing to $22K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521326014 · Community Foundation of the Eastern Shore, Inc. PY 2023 · Other
Community Foundation of the Eastern Shore, Inc. 403(b) Plan · $22K · 1 · 2nd
- PART $22K
- PART 1
- PART 2nd
- PART Other
- PART near P a W S 403(b)
- PART ind #329
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 Other Services retirement plans → · Plans in Maryland →
Community Foundation of the Eastern Shore, Inc. 403(b) Plan in the asset neighbourhood
Community Foundation of the Eastern Shore, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Community Foundation of the Eastern Shore, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25K 38.99922941161849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $40K |
| 2023 | 1 | 1 | $22K |
| 2024 | 1 | 1 | $25K |
Community Foundation of the Eastern Shore, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $40K |
|---|---|
| Net Assets (End of Year) | $22K |
| Net Income | -$19K |
| Employer EIN | 521326014 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
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
Community Foundation of the Eastern Shore, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is P a W S 403(b) in CA ($22K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22K here).
- P a W S 403(b) (CA) $22K · 12
- P a W S 403(b) (CA) $21K · 12
- Jms Sign Company, Inc 401(k) Profit Sharing Plan (SC) $19K · 1
- 403(b) Plan of Pathways, Inc. (AL) $26K · 3
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.