Other · DOL Form 5500 · 2024
Calvert County Day School, Inc Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $175,937
- Avg per participant Above avg balance/head
Official DOL plan name: The Calverton School 403(b) Retirement Plan · Sponsored by Calvert County Day School, Inc · Maryland · Educational Services
$8M in assets, 43 participants
Calvert County Day School, Inc's The Calverton School 403(b) Retirement Plan reported $8M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #1,209 in Educational Services (3,638 peers)
Calvert County Day School, Inc multi-year trail
Calvert County Day School, Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows The Calverton School 403(b) Retirement Plan at $8M / 43 participants.
- #1,209
- in Educational Services (3,638 peers)
- +7.6%
- assets growth YoY
The Calverton School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Calverton School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,565,271 Top 50% higher than 50% 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
The Calverton School 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Calverton School 403(b) Retirement Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Calverton School 403(b) Retirement Plan reported net income rose from $331K in the plan year 2023 filing to $533K in the plan year 2024 filing.
- The Calverton School 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Calverton School 403(b) Retirement Plan reported participants rose from 41 in the plan year 2023 filing to 43 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520853724 · Calvert County Day School, Inc PY 2024 · Other
The Calverton School 403(b) Retirement Plan · $8M · 43 · 50th
- PART $8M
- TYPE 43
- NET 50th
- BOOK Other
- VS-ST near Jewish Vocational Services 403(b) Plan
- BOY ind #1209
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 Educational Services retirement plans → · Plans in Maryland →
The Calverton School 403(b) Retirement Plan in the asset neighbourhood
Calvert County Day School, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Calvert County Day School, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 12.894693841005495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $7M |
| 2023 | 1 | 41 | $7M |
| 2024 | 1 | 43 | $8M |
Calvert County Day School, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $533K |
| Employer EIN | 520853724 |
| Plan Effective Date | 1982-02-01 |
| 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
The Calverton School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Jewish Vocational Services 403(b) Plan in CA ($8M); by covered participants it is Masschallenge 403(b) Plan in MA (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
- Masschallenge 403(b) Plan (MA) 43 · 0 off
- United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan (PA) 43 · 0 off
- Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School (MA) 43 · 0 off
- Alaska Childrens Services Inc. 403b Tax Sheltered Annuity Plan (AK) 44 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.