Profit Sharing · DOL Form 5500 · 2024

The Annie E. Casey Foundation, Inc. Profit Sharing Plan

Data updated 2026-07-24

$77M
Total assets: 216
Participants: 88th
Percentile by assets: $357,102
Avg per participant

Official DOL plan name: The Annie E. Casey Foundation Retirement Plan · Sponsored by The Annie E. Casey Foundation, Inc. · Maryland · Other Services

$77M in assets, 216 participants

The Annie E. Casey Foundation, Inc.'s The Annie E. Casey Foundation Retirement Plan reported $77M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 116,472 plans)

Coverage in Maryland

The Annie E. Casey Foundation Retirement Plan covers 216 participants in Maryland, about 22% of the average Maryland filer (state average ~971 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY): 216
covered participants: 88th
percentile by assets (of 116,472 plans): $357,102
avg assets per participant

The Annie E. Casey Foundation Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
The Annie E. Casey Foundation Retirement Plan end-of-year assets rose from $73M in the plan year 2023 filing to $77M in the plan year 2024 filing.
The Annie E. Casey Foundation Retirement Plan reported participants rose from 211 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Maryland

Industry

Other Services

Participants vs Maryland filers

In Maryland, the average filing covers about 971 participants across 2,307 plans. The Annie E. Casey Foundation Retirement Plan reports 216 participants - about 22% of that state average ($77M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)	$73M
Net Assets (End of Year)	$77M
Net Income	$5M
Employer EIN	521951681
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Annie E. Casey Foundation, Inc.)

Total plan assets by year, all The Annie E. Casey Foundation, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	381	$104M
2023	2	410	$121M
2024	2	420	$128M

Nearby Profit Sharing Plans in Maryland

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Annie E. Casey Foundation Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
Nfl Player Annuity Program $2.0B · 2,745
University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
Nfl Player Capital Accumulation Plan $707M · 2,693
International Painters and Allied Trades Industry Annuity Plan $644M · 10,721

Compare The Annie E. Casey Foundation Retirement… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Annie E. Casey Foundation Retirement Plan by total assets, not by location.

The Alliance Retirement Plan (MN) $77M · 127
Gulf Coast Regional Blood Center 403(b) Tax Deferred Annuity Plan (TX) $77M · 952
401(a) Valley Presbyterian Hospital Defined Contribution Plan (CA) $78M · 1,367
Schiff Hardin LLP Professional Retirement Plan II (DC) $77M · 177

Frequently Asked Questions

How did The Annie E. Casey Foundation Retirement Plan assets move in 2024? ▼

The Annie E. Casey Foundation Retirement Plan grew at a solid clip - up 6.2% during 2024, from $73M to $77M. Reported net income was $5M.

How have The Annie E. Casey Foundation, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Annie E. Casey Foundation, Inc.'s sponsor-wide assets grew 22.7%, from $104M to $128M.

Where does The Annie E. Casey Foundation Retirement Plan rank by assets among Form 5500 filers? ▼

The Annie E. Casey Foundation Retirement Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to The Annie E. Casey Foundation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is The Alliance Retirement Plan in MN ($77M, 127 participants).

Next read for The Annie E. Casey Foundation Retirement…

Filing takeaways

Ways to act on The Annie E. Casey Foundation Retirement Plan's numbers.

By total assets, The Annie E. Casey Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521951681.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.