Other · DOL Form 5500 · 2024
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 575
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $33,145
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services · Sponsored by Penn-Mar Organization, Inc. Dba Penn-Mar Human Services · Maryland · Healthcare & Social Assistance
$19M in assets, 575 participants
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services's 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported $19M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,521 in Healthcare & Social Assistance (16,916 peers)
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services multi-year trail
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services's plans moved +48.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services at $19M / 575 participants.
- #12,521
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services's outsized position by total assets
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,058,634 Top 31% higher than 69% 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
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services 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. 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services sits mid-pack in the medium band (575 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services reported participants rose from 546 in the plan year 2023 filing to 575 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521207942 · Penn-Mar Organization, Inc. Dba Penn-Mar Human Services PY 2024 · Other
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services · $19M · 575 · 69th
- TYPE $19M
- NET 575
- BOOK 69th
- VS-ST Other
- BOY near Wesleyan College Retirement Plan
- SCH ind #12521
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 →
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services in the asset neighbourhood
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services multi-year asset trail
Sponsor-wide plan assets over time
All Penn-Mar Organization, Inc. Dba Penn-Mar Human Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 48.88120178395274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $13M |
| 2023 | 1 | 546 | $16M |
| 2024 | 1 | 575 | $19M |
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 521207942 |
| Plan Effective Date | 1999-01-01 |
| 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
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Wesleyan College Retirement Plan in GA ($19M); by covered participants it is Retirement Accumulation Plan for Fairchild Medical Center in CA (575 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (575 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.