Other · DOL Form 5500 · 2023
The Calvert County Day School, Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $171,526
- Avg per participant Above avg balance/head
Official DOL plan name: Calverton School 403(b) Retirement Plan · Sponsored by The Calvert County Day School, Inc · Maryland · Educational Services
$7M in assets, 41 participants
The Calvert County Day School, Inc's Calverton School 403(b) Retirement Plan reported $7M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #1,314 in Educational Services (3,735 peers)
The Calvert County Day School, Inc multi-year trail
The Calvert County Day School, Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Calverton School 403(b) Retirement Plan at $7M / 41 participants.
- #1,314
- in Educational Services (3,735 peers)
- +4.9%
- assets growth YoY
Calverton School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Calverton School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,032,554 Top 49% higher than 51% 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
Calverton School 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverton School 403(b) Retirement Plan is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calverton School 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $331K in the plan year 2023 filing.
- Calverton School 403(b) Retirement Plan reported participants rose from 39 in the plan year 2022 filing to 41 in the plan year 2023 filing.
- Calverton School 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520853724 · The Calvert County Day School, Inc PY 2023 · Other
Calverton School 403(b) Retirement Plan · $7M · 41 · 51st
- NET $7M
- BOOK 41
- VS-ST 51st
- BOY Other
- SCH near American Health Foundation 403(b) Retirement Savings Plan
- EBSA ind #1314
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 Educational Services retirement plans → · Plans in Maryland →
Calverton School 403(b) Retirement Plan in the asset neighbourhood
The Calvert County Day School, Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Calvert County Day School, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 12.894693841005495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $7M |
| 2023 | 1 | 41 | $7M |
| 2024 | 1 | 43 | $8M |
The Calvert County Day School, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $331K |
| Employer EIN | 520853724 |
| Plan Effective Date | 1982-02-01 |
| 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
Calverton School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M); by covered participants it is Northern Manhattan Perinatal Partnership Retirement Plan in NY (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.