Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$77M
Total assets Below avg plan size
216
Participants Below avg headcount
88th
Percentile by assets National rank
$357,102
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #7,363 in Other Services (7,719 peers)

Coverage in Maryland

The Annie E. Casey Foundation Retirement Plan covers 216 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $77M.

#7,363
in Other Services (7,719 peers)
+6.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Annie E. Casey Foundation Retirement Plan's outsized position by total assets

The Annie E. Casey Foundation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$77,134,062 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Annie E. Casey Foundation Retirement 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. The Annie E. Casey Foundation Retirement Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 521951681 · The Annie E. Casey Foundation, Inc. PY 2024 · Profit Sharing

The Annie E. Casey Foundation Retirement Plan · $77M · 216 · 88th

  • VS-ST $77M
  • BOY 216
  • SCH 88th
  • EBSA Profit Sharing
  • PART near The Alliance Retirement Plan
  • TYPE ind #7363

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 Other Services retirement plans → · Plans in Maryland →

The Annie E. Casey Foundation Retirement Plan in the asset neighbourhood

401(a) Valley Presbyterian Hospital Defined Contribution Plan401(a) Valley Presbyterian H…$78MGulf Coast Regional Blood Center 403(b) Tax Deferred Annuity PlanGulf Coast Regional Blood Ce…$77MThe Annie E. Casey Foundation Retirement PlanThe Annie E. Casey Foundatio…$77MThe Alliance Retirement Plan$77MSchiff Hardin LLP Professional Retirement Plan IISchiff Hardin LLP Profession…$77M
End-of-year total assets ($M) among The Annie E. Casey Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$77M
Net Income$5M
Employer EIN521951681
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The Annie E. Casey Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$128M 22.701837379093405% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $128M ▲ +22.7%
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 Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Annie E. Casey Foundation Retirement Plan, Total assets ($B): 0.077134062 · Participants: 216The Annie E. Casey Foundation Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
The Annie E. Casey Foundation Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare The Annie E. Casey Foundation Retirement Plan side-by-side with 3 peers →

The Annie E. Casey Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is The Alliance Retirement Plan in MN ($77M); by covered participants it is The Preservation Society of Newport County Retirement Savings Plan in RI (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to The Annie E. Casey Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Preservation Society of Newport County Retirement Savings Plan in RI (216 participants, $15M in assets).

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.