Other · DOL Form 5500 · 2024

Calvert School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
163
Participants Small participant base
72nd
Percentile by assets National rank
$134,062
Avg per participant Near avg balance/head
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Official DOL plan name: The Calvert School 403(b) Retirement Savings Plan · Sponsored by Calvert School · Maryland · Educational Services

$22M in assets, 163 participants

Calvert School's The Calvert School 403(b) Retirement Savings Plan reported $22M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,996 in Educational Services (3,638 peers)

Coverage in Maryland

The Calvert School 403(b) Retirement Savings Plan covers 163 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $22M.

#1,996
in Educational Services (3,638 peers)
+12.6%
assets growth YoY

The Calvert School 403(b) Retirement Savings Plan's outsized position by total assets

The Calvert School 403(b) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,852,080 Top 28% higher than 72% of 123,620 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 2024

The Calvert School 403(b) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Calvert School 403(b) Retirement Savings Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Calvert School 403(b) Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Calvert School 403(b) Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • The Calvert School 403(b) Retirement Savings Plan reported participants fell from 172 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 520591510 · Calvert School PY 2024 · Other

The Calvert School 403(b) Retirement Savings Plan · $22M · 163 · 72nd

  • NET $22M
  • BOOK 163
  • VS-ST 72nd
  • BOY Other
  • SCH near Midland University 403(b) Retirement Savings Plan
  • EBSA ind #1996

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 →

The Calvert School 403(b) Retirement Savings Plan in the asset neighbourhood

The Calvert School 403(b) Retirement Savings PlanThe Calvert School 403(b) Re…$22MMidland University 403(b) Retirement Savings PlanMidland University 403(b) Re…$22M403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc.403(b) Thrift Plan of Ohel C…$22MThe Phoenix House Foundation Inc Tax Deferred Annuity Retirement PlanThe Phoenix House Foundation…$22MSpanish Peaks Healthcare Systems 403(b) PlanSpanish Peaks Healthcare Sys…$22M
End-of-year total assets ($M) among The Calvert School 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN520591510
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert School)

Sponsor-wide plan assets over time

All Calvert School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 34.16237173057161% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.3M $21.9M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 166 $16M
2023 1 172 $19M
2024 1 163 $22M

Nearby Other Plans in Maryland

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

The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Calvert School 403(b) Retirement Savings Plan, Total assets ($B): 0.02185208 · Participants: 163The Calvert School 403(b) Retirement Savings PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
The Calvert School 403(b) Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Calvert School 403(b) Retirement Savings Plan side-by-side with 3 peers →

The Calvert School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Midland University 403(b) Retirement Savings Plan in NE ($22M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Calvert School 403(b) Retirement Savings Plan assets move in 2024? ▼
The Calvert School 403(b) Retirement Savings Plan grew at a solid clip - up 12.6% during 2024, from $19M to $22M. Reported net income was $2M.
How have Calvert School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert School's sponsor-wide assets grew 34.2%, from $16M to $22M.
Which Other plans are similar in size to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Midland University 403(b) Retirement Savings Plan in NE ($22M, 200 participants).
Which Other plans cover a similar participant headcount to The Calvert School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants, $67M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520591510.

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.