Other · DOL Form 5500 · 2024
Upper Bay Counseling and Support Services, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $48,091
- Avg per participant Low balance/head
Official DOL plan name: Upper Bay 403(b) Plan · Sponsored by Upper Bay Counseling and Support Services, Inc. · Maryland · Healthcare & Social Assistance
$6M in assets, 127 participants
Upper Bay Counseling and Support Services, Inc.'s Upper Bay 403(b) Plan reported $6M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,389 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Upper Bay 403(b) Plan covers 127 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $6M.
- #8,389
- in Healthcare & Social Assistance (16,916 peers)
- +7.5%
- assets growth YoY
Upper Bay 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Upper Bay 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,107,517 46th percentile higher than 46% 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 Bay 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. Upper Bay 403(b) Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Bay 403(b) Plan reported net income rose from $293K in the plan year 2023 filing to $425K in the plan year 2024 filing.
- Upper Bay 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Upper Bay 403(b) Plan reported participants fell from 132 in the plan year 2023 filing to 127 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 510329224 · Upper Bay Counseling and Support Services, Inc. PY 2024 · Other
Upper Bay 403(b) Plan · $6M · 127 · 46th
- BOOK $6M
- VS-ST 127
- BOY 46th
- SCH Other
- EBSA near Crossroads Continuum, Inc. 403(b) Plan
- PART ind #8389
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 Bay 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $425K |
| Employer EIN | 510329224 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Bay Counseling and Support Services, Inc.)
Sponsor-wide plan assets over time
All Upper Bay Counseling and Support Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.313054852085827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 132 | $6M |
| 2024 | 1 | 127 | $6M |
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 Bay 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Crossroads Continuum, Inc. 403(b) Plan in MA ($6M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Crossroads Continuum, Inc. 403(b) Plan (MA) $6M · 164
- The Redwoods 403(b) Retirement Plan (CA) $6M · 156
- Mainline Health 403b Plan (AR) $6M · 316
- Buildon, Inc. Retirement Savings Plan (CT) $6M · 86
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 127 · 0 off
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) 127 · 0 off
- Kcrw 403(b) DC Plan (CA) 127 · 0 off
- Westminster School 403(b) DC Plan (OK) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.