Other · DOL Form 5500 · 2024
Charles E. Smith Life Communities Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 814
- Participants Near avg headcount
- 65th
- Percentile by assets National rank
- $18,895
- Avg per participant Low balance/head
Official DOL plan name: Charles E. Smith Life Communities 403(b) Plan · Sponsored by Charles E. Smith Life Communities · Maryland · Healthcare & Social Assistance
$15M in assets, 814 participants
Charles E. Smith Life Communities's Charles E. Smith Life Communities 403(b) Plan reported $15M in total assets and 814 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,837 in Healthcare & Social Assistance (16,916 peers)
Charles E. Smith Life Communities multi-year trail
Charles E. Smith Life Communities's plans moved +16.0% in assets from 2022 to 2024; this filing shows Charles E. Smith Life Communities 403(b) Plan at $15M / 814 participants.
- #11,837
- in Healthcare & Social Assistance (16,916 peers)
- +3.4%
- assets growth YoY
Charles E. Smith Life Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles E. Smith Life Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,380,867 Top 35% higher than 65% 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
Charles E. Smith Life Communities 403(b) 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. Charles E. Smith Life Communities 403(b) Plan sits mid-pack in the medium band (814 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles E. Smith Life Communities 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $507K in the plan year 2024 filing.
- Charles E. Smith Life Communities 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Charles E. Smith Life Communities 403(b) Plan reported participants rose from 802 in the plan year 2023 filing to 814 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 530196508 · Charles E. Smith Life Communities PY 2024 · Other
Charles E. Smith Life Communities 403(b) Plan · $15M · 814 · 65th
- IND $15M
- IND 814
- IND 65th
- IND Other
- IND near Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.
- IND ind #11837
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 →
Charles E. Smith Life Communities 403(b) Plan in the asset neighbourhood
Charles E. Smith Life Communities multi-year asset trail
Sponsor-wide plan assets over time
All Charles E. Smith Life Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 16.025226409182228% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,616 | $30M |
| 2023 | 2 | 1,613 | $33M |
| 2024 | 2 | 1,634 | $34M |
Charles E. Smith Life Communities filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $507K |
| Employer EIN | 530196508 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
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
Charles E. Smith Life Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA ($15M); by covered participants it is Bradley University Defined Contribution Plan in IL (815 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (814 participants); asset peers above are excluded.
- Bradley University Defined Contribution Plan (IL) 815 · 1 off
- Aspiranet 403(b) Plan (CA) 815 · 1 off
- University of Saint Joseph 403(b) Retirement Plan (CT) 813 · 1 off
- Southwest States Conference Defined Contribution Fund (LA) 813 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.