Other · DOL Form 5500 · 2024
The Annie E. Casey Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 204
- Participants
- 84th
- Percentile by assets
- $249,812
- Avg per participant
Official DOL plan name: The Annie E. Casey Foundation 403(b) Savings Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services
$51M in assets, 204 participants
The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation 403(b) Savings Plan reported $51M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 123,622 plans)
- #7,175 in Other Services (7,719 peers)
Coverage in Maryland
The Annie E. Casey Foundation 403(b) Savings Plan covers 204 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $51M.
- $51M
- total plan assets (2024 EOY)
- 204
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $249,812
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Annie E. Casey Foundation 403(b) Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Annie E. Casey Foundation 403(b) Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- The Annie E. Casey Foundation 403(b) Savings Plan reported participants rose from 199 in the plan year 2023 filing to 204 in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. The Annie E. Casey Foundation 403(b) Savings Plan reports 204 participants - about 22% of that state average ($51M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $3M |
| Employer EIN | 521951681 |
| Plan Effective Date | 1988-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Annie E. Casey Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $104M |
| 2023 | 2 | 410 | $121M |
| 2024 | 2 | 420 | $128M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
The Annie E. Casey Foundation 403(b) Savings Plan 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 The Annie E. Casey Foundation 403(b) Savings Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Annie E. Casey Foundation 403(b) Savings Plan's numbers.
- By total assets, The Annie E. Casey Foundation 403(b) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- The Annie E. Casey Foundation, Inc.'s sponsor-wide assets have grown 22.7% since 2022 across 3 plan years on file. More Other Services plans