Other · DOL Form 5500 · 2024
University of Maryland Upper Chesapeake Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $296M
- Total assets Near avg plan size
- 2,925
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $101,255
- Avg per participant Below avg balance/head
Official DOL plan name: Upper Chesapeake Health 403(b) Savings Plan · Sponsored by University of Maryland Upper Chesapeake Health System, Inc. · Maryland · Healthcare & Social Assistance
$296M in assets, 2,925 participants
University of Maryland Upper Chesapeake Health System, Inc.'s Upper Chesapeake Health 403(b) Savings Plan reported $296M in total assets and 2,925 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,237 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Upper Chesapeake Health 403(b) Savings Plan covers 2,925 participants in Maryland, 3.1x the typical Maryland plan (state average ~929 per filing). Assets: $296M.
- #16,237
- in Healthcare & Social Assistance (16,916 peers)
- +7.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Upper Chesapeake Health 403(b) Savings Plan's outsized position by total assets
Upper Chesapeake Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$296,169,921 Top 4% higher than 96% 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
Upper Chesapeake Health 403(b) Savings 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. Upper Chesapeake Health 403(b) Savings Plan lands in the large band (2,925 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Chesapeake Health 403(b) Savings Plan reported net income fell from $33M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Upper Chesapeake Health 403(b) Savings Plan end-of-year assets rose from $275M in the plan year 2023 filing to $296M in the plan year 2024 filing.
- Upper Chesapeake Health 403(b) Savings Plan reported participants fell from 3,056 in the plan year 2023 filing to 2,925 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521398513 · University of Maryland Upper Chesapeake Health System, Inc. PY 2024 · Other
Upper Chesapeake Health 403(b) Savings Plan · $296M · 2,925 · 96th
- PCT $296M
- EIN 2,925
- RANK 96th
- PHOTO Other
- IND near Garnet Health Medical Center 403(b) Retirement Savings Plan
- EOY ind #16237
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 →
Upper Chesapeake Health 403(b) Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $296M |
| Net Income | $21M |
| Employer EIN | 521398513 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Maryland Upper Chesapeake Health System, Inc.)
Sponsor-wide plan assets over time
All University of Maryland Upper Chesapeake Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 22.163164188239787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,120 | $242M |
| 2023 | 1 | 3,056 | $275M |
| 2024 | 1 | 2,925 | $296M |
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
Upper Chesapeake Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Garnet Health Medical Center 403(b) Retirement Savings Plan in NY ($296M); by covered participants it is Norc, Inc. Supplemental Retirement Plan in IL (2,925 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($296M here).
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) $296M · 4,313
- University Health 403(b) Plan (MO) $297M · 4,646
- Colby College Retirement Plan (ME) $297M · 978
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) $297M · 1,285
Similar participant headcount
Nearest other-state filings by covered participants (2,925 participants); asset peers above are excluded.
- Norc, Inc. Supplemental Retirement Plan (IL) 2,925 · 0 off
- Loyola University Chicago Defined Contribution Retirement Plan (IL) 2,922 · 3 off
- Operating Engineers Local 520 Annuity Plan (IL) 2,930 · 5 off
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) 2,934 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.