Other · DOL Form 5500 · 2024
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 575
- Participants
- 69th
- Percentile by assets
- $33,145
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 575
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $33,145
- avg assets per participant
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.
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services across 3 plan years on file
Across the 3 plan years Penn-Mar Organization, Inc. Dba Penn-Mar Human Services has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $19M, a gain of 48.9%, while reported participants moved from 552 to 575 (+4.2%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($13M).
Penn-Mar Organization, Inc. Dba Penn-Mar Human Services multi-year asset trail
| 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.
403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services vs. nearby Other plans in Maryland, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services's numbers.
- By total assets, 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- Penn-Mar Organization, Inc. Dba Penn-Mar Human Services's sponsor-wide assets have grown 48.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans