Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

The Benedictine School for Exceptional Children, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Benedictine School for Exceptional Children, Inc · Maryland · Educational Services

What the 2023 filing shows

The Benedictine School for Exceptional Children, Inc. 403(b) Plan holds $12M for 357 participants — about $32,816 per participant, up 7.5% over the 2023 plan year.

$12M
total plan assets (2023 EOY)
357
covered participants
$32,816
avg assets per participant
+7.5%
assets growth YoY
Total Assets (2023)
$12M
Participants
357
State
Industry
Educational Services

What the Filing Says About The Benedictine School for Exceptional Children, Inc. 403(b) Plan

The Benedictine School for Exceptional Children, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by The Benedictine School for Exceptional Children, Inc, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 357 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520787237, and the plan has been effective since 2004-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $12M at year-end — a gain of 7.5%. Net assets (after liabilities) closed the year at $12M, with reported net income of $806K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$806K
Plan TypeProfit Sharing
Employer EIN520787237
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Benedictine School for Exceptional Children, Inc)

Year Plans Participants Total Assets
2022 1 358 $11M
2023 1 357 $12M

Nearby Profit Sharing Plans in Maryland

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Frequently Asked Questions

How much money is in the The Benedictine School for Exceptional Children, Inc. 403(b) Plan?
As of the 2023 Form 5500 filing, The Benedictine School for Exceptional Children, Inc. 403(b) Plan holds $12M in total assets with 357 participants. It is sponsored by The Benedictine School for Exceptional Children, Inc.
What type of plan is The Benedictine School for Exceptional Children, Inc. 403(b) Plan?
The Benedictine School for Exceptional Children, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 2004-04-01. The plan is filed with the U.S. Department of Labor under EIN 520787237.
Who sponsors the The Benedictine School for Exceptional Children, Inc. 403(b) Plan?
The Benedictine School for Exceptional Children, Inc. 403(b) Plan is sponsored by The Benedictine School for Exceptional Children, Inc, located in Maryland. The sponsor's EIN is 520787237 and the plan operates in the Educational Services industry.
How did The Benedictine School for Exceptional Children, Inc. 403(b) Plan perform in 2023?
The Benedictine School for Exceptional Children, Inc. 403(b) Plan grew by 7.5% during 2023, moving from $11M to $12M in total assets. Net income was $806K.
Where can I find official filings for The Benedictine School for Exceptional Children, Inc. 403(b) Plan?
Official Form 5500 filings for The Benedictine School for Exceptional Children, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520787237 or plan name at efast.dol.gov.
How does The Benedictine School for Exceptional Children, Inc. 403(b) Plan compare to other plans?
You can compare The Benedictine School for Exceptional Children, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 520787237.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.