Other · DOL Form 5500 · 2023

Stevenson University, Inc. Retirement Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
715
Participants Below avg headcount
92nd
Percentile by assets National rank
$154,290
Avg per participant Above avg balance/head
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Official DOL plan name: Stevenson University, Inc. Retirement Savings Plan · Sponsored by Stevenson University, Inc. · Maryland · Educational Services

$110M in assets, 715 participants

Stevenson University, Inc.'s Stevenson University, Inc. Retirement Savings Plan reported $110M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,212 in Educational Services (3,735 peers)

Where Stevenson University, Inc. Retirement Savings Plan sits by assets

Stevenson University, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $110M for 715 participants (~$154,290/participant), up 8.0% in 2023.

#3,212
in Educational Services (3,735 peers)
+8.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Stevenson University, Inc. Retirement Savings Plan's outsized position by total assets

Stevenson University, Inc. Retirement Savings Plan vs every filed plan by assets

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

$110,317,005 Top 8% higher than 92% 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

Stevenson University, Inc. Retirement 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. Stevenson University, Inc. Retirement Savings Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevenson University, Inc. Retirement Savings Plan reported net income fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Stevenson University, Inc. Retirement Savings Plan end-of-year assets rose from $102M in the plan year 2022 filing to $110M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520705392 · Stevenson University, Inc. PY 2023 · Other

Stevenson University, Inc. Retirement Savings Plan · $110M · 715 · 92nd

  • BOOK $110M
  • VS-ST 715
  • BOY 92nd
  • SCH Other
  • EBSA near Sjsu Research Foundation Retirement Plan
  • PART ind #3212

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 →

Stevenson University, Inc. Retirement Savings Plan in the asset neighbourhood

Mercy University Retirement PlanMercy University Retirement …$111MSjsu Research Foundation Retirement PlanSjsu Research Foundation Ret…$110MStevenson University, Inc. Retirement Savings PlanStevenson University, Inc. R…$110MHospital for Special Care 403(b) Retirement PlanHospital for Special Care 40…$110MOclc Retirement Plan$110M
End-of-year total assets ($M) among Stevenson University, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$110M
Net Income$8M
Employer EIN520705392
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevenson University, Inc.)

Sponsor-wide plan assets over time

All Stevenson University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 15.270291826946607% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $102M $118M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 715 $102M
2023 1 715 $110M
2024 1 1,120 $118M

Nearby Other Plans in Maryland

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

Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Stevenson University, Inc. Retirement Savings Plan, Total assets ($B): 0.110317005 · Participants: 715Stevenson University, Inc. Retirement 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
Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Stevenson University, Inc. Retirement Savings Plan side-by-side with 3 peers →

Stevenson University, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Sjsu Research Foundation Retirement Plan in CA ($110M); by covered participants it is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($110M here).

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Stevenson University, Inc. Retirement Savings Plan assets move in 2023? ▼
Stevenson University, Inc. Retirement Savings Plan grew at a solid clip - up 8.0% during 2023, from $102M to $110M. Reported net income was $8M.
How have Stevenson University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevenson University, Inc.'s sponsor-wide assets grew 15.3%, from $102M to $118M.
Where does Stevenson University, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stevenson University, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Stevenson University, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Sjsu Research Foundation Retirement Plan in CA ($110M, 235 participants).
Which Other plans cover a similar participant headcount to Stevenson University, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Door County Memorial Hospital Tax Deferred Annuity Plan in WI (715 participants, $108M 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 520705392.

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.