Other · DOL Form 5500 · 2024
Shore Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,154
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $102,616
- Avg per participant Below avg balance/head
Official DOL plan name: Shore Health System, Inc. 401(k) Plan · Sponsored by Shore Health System, Inc. · Maryland · Healthcare & Social Assistance
$118M in assets, 1,154 participants
Shore Health System, Inc.'s Shore Health System, Inc. 401(k) Plan reported $118M in total assets and 1,154 participants in its 2024 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.
- #15,672 in Healthcare & Social Assistance (16,916 peers)
Where Shore Health System, Inc. 401(k) Plan sits by assets
Shore Health System, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $118M for 1,154 participants (~$102,616/participant), up 0.6% in 2024.
- #15,672
- in Healthcare & Social Assistance (16,916 peers)
- +0.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Shore Health System, Inc. 401(k) Plan's outsized position by total assets
Shore Health System, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,418,795 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shore Health System, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shore Health System, Inc. 401(k) Plan lands in the large band (1,154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shore Health System, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $764K in the plan year 2024 filing.
- Shore Health System, Inc. 401(k) Plan reported participants fell from 1,243 in the plan year 2023 filing to 1,154 in the plan year 2024 filing.
- Shore Health System, Inc. 401(k) Plan end-of-year assets rose from $118M in the plan year 2023 filing to $118M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 520610538 · Shore Health System, Inc. PY 2024 · Other
Shore Health System, Inc. 401(k) Plan · $118M · 1,154 · 92nd
- EBSA $118M
- EBSA 1,154
- EBSA 92nd
- EBSA Other
- EBSA near Wilmington University 403(b) DC Plan
- EBSA ind #15672
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Shore Health System, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $764K |
| Employer EIN | 520610538 |
| Plan Effective Date | 2003-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shore Health System, Inc.)
Sponsor-wide plan assets over time
All Shore Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 9.832286932562809% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,336 | $108M |
| 2023 | 1 | 1,243 | $118M |
| 2024 | 1 | 1,154 | $118M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Shore Health System, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Wilmington University 403(b) DC Plan in DE ($118M); by covered participants it is Wheeler Clinic, Inc. 403(b) Plan in CT (1,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Wilmington University 403(b) DC Plan (DE) $118M · 1,982
- Intermountain Ironworkers' Tax Deferral Plan (UT) $119M · 1,229
- Hospital for Special Care 403(b) Retirement Plan (CT) $118M · 1,235
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) $119M · 1,535
Similar participant headcount
Nearest other-state filings by covered participants (1,154 participants); asset peers above are excluded.
- Wheeler Clinic, Inc. 403(b) Plan (CT) 1,155 · 1 off
- Seven Hills Foundation Retirement Plan (MA) 1,155 · 1 off
- Src, Inc. 403(b) Retirement Plan (NY) 1,157 · 3 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,151 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.