Other · DOL Form 5500 · 2023

Calvert Hall College of Baltimore City Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
139
Participants Small participant base
78th
Percentile by assets National rank
$196,033
Avg per participant Above avg balance/head
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Official DOL plan name: Calvert Hall College of Baltimore City 403(b) Plan · Sponsored by Calvert Hall College of Baltimore City · Maryland · Educational Services

$27M in assets, 139 participants

Calvert Hall College of Baltimore City's Calvert Hall College of Baltimore City 403(b) Plan reported $27M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,328 in Educational Services (3,735 peers)

Coverage in Maryland

Calvert Hall College of Baltimore City 403(b) Plan covers 139 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $27M.

#2,328
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Calvert Hall College of Baltimore City 403(b) Plan's outsized position by total assets

Calvert Hall College of Baltimore City 403(b) Plan vs every filed plan by assets

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

$27,248,521 Top 22% higher than 78% 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

Calvert Hall College of Baltimore City 403(b) 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. Calvert Hall College of Baltimore City 403(b) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvert Hall College of Baltimore City 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Calvert Hall College of Baltimore City 403(b) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520607966 · Calvert Hall College of Baltimore City PY 2023 · Other

Calvert Hall College of Baltimore City 403(b) Plan · $27M · 139 · 78th

  • RANK $27M
  • RANK 139
  • RANK 78th
  • RANK Other
  • RANK near Regenstrief Institute, Inc. Defined Contribution Retirement Plan
  • RANK ind #2328

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 →

Calvert Hall College of Baltimore City 403(b) Plan in the asset neighbourhood

Children's Home of Cincinnati 403(b) PlanChildren's Home of Cincinnat…$27MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$27MCalvert Hall College of Baltimore City 403(b) PlanCalvert Hall College of Balt…$27MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$27M403(b) Thrift Plan of the Children's Institute of Pittsburgh403(b) Thrift Plan of the Ch…$27M
End-of-year total assets ($M) among Calvert Hall College of Baltimore City 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN520607966
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert Hall College of Baltimore City)

Sponsor-wide plan assets over time

All Calvert Hall College of Baltimore City plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.65683497991574% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.9M $29M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 138 $23M
2023 1 139 $27M
2024 1 149 $29M

Nearby Other Plans in Maryland

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

Calvert Hall College of Baltimore City 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Calvert Hall College of Baltimore City 403(b) Plan, Total assets ($B): 0.027248521 · Participants: 139Calvert Hall College of Baltimore City 403(b) 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
Calvert Hall College of Baltimore City 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Calvert Hall College of Baltimore City 403(b) Plan side-by-side with 3 peers →

Calvert Hall College of Baltimore City 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN ($27M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Calvert Hall College of Baltimore City 403(b) Plan assets move in 2023? ▼
Calvert Hall College of Baltimore City 403(b) Plan grew sharply - up 19.1% during 2023, from $23M to $27M. Reported net income was $4M.
How have Calvert Hall College of Baltimore City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert Hall College of Baltimore City's sponsor-wide assets grew 26.7%, from $23M to $29M.
Where does Calvert Hall College of Baltimore City 403(b) Plan rank by assets among Form 5500 filers? ▼
Calvert Hall College of Baltimore City 403(b) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Calvert Hall College of Baltimore City 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN ($27M, 171 participants).
Which Other plans cover a similar participant headcount to Calvert Hall College of Baltimore City 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 520607966.

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.