Other · DOL Form 5500 · 2024
Calverthealth Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,426
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $80,508
- Avg per participant Below avg balance/head
Official DOL plan name: Calverthealth 403 (B) Plan · Sponsored by Calverthealth Medical Center, Inc. · Maryland · Healthcare & Social Assistance
$115M in assets, 1,426 participants
Calverthealth Medical Center, Inc.'s Calverthealth 403 (B) Plan reported $115M in total assets and 1,426 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,629 in Healthcare & Social Assistance (16,916 peers)
Where Calverthealth 403 (B) Plan sits by assets
Calverthealth 403 (B) Plan sits in the top 10% of all filed plans by assets, $115M for 1,426 participants (~$80,508/participant), up 8.8% in 2024.
- #15,629
- in Healthcare & Social Assistance (16,916 peers)
- +8.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Calverthealth 403 (B) Plan's outsized position by total assets
Calverthealth 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,803,938 Top 9% higher than 91% 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
Calverthealth 403 (B) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calverthealth 403 (B) Plan lands in the large band (1,426 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calverthealth 403 (B) Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Calverthealth 403 (B) Plan reported participants fell from 1,685 in the plan year 2023 filing to 1,426 in the plan year 2024 filing.
- Calverthealth 403 (B) Plan end-of-year assets rose from $106M in the plan year 2023 filing to $115M in the plan year 2024 filing.
DOL schedule card
Filing strip 520619000 · Calverthealth Medical Center, Inc. PY 2024 · Other
Calverthealth 403 (B) Plan · $115M · 1,426 · 91st
- PHOTO $115M
- IND 1,426
- EOY 91st
- 5500 Other
- ASSETS near Augustana College Retirement Plan
- PCT ind #15629
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 →
Calverthealth 403 (B) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $9M |
| Employer EIN | 520619000 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calverthealth Medical Center, Inc.)
Sponsor-wide plan assets over time
All Calverthealth Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 22.950084363569008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,453 | $93M |
| 2023 | 1 | 1,685 | $106M |
| 2024 | 1 | 1,426 | $115M |
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
Calverthealth 403 (B) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Augustana College Retirement Plan in IL ($115M); by covered participants it is Regis University Defined Contribution Plan in CO (1,426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Augustana College Retirement Plan (IL) $115M · 560
- Ub Foundation Activities, Inc. Retirement Plan (NY) $115M · 430
- Hudson Headwaters Health Network Retirement Savings Plan (NY) $115M · 1,063
- Cbwchc 403(b) Plan (NY) $114M · 613
Similar participant headcount
Nearest other-state filings by covered participants (1,426 participants); asset peers above are excluded.
- Regis University Defined Contribution Plan (CO) 1,426 · 0 off
- Legacy Lifecare 403(b) Plan (MA) 1,425 · 1 off
- Laborers' International Union of North America Local Union No. 616 DC Retirement Plan (NJ) 1,429 · 3 off
- Retirement and Savings Plan (NY) 1,423 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.