Other · DOL Form 5500 · 2024

Affiliated Sante Group Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
460
Participants Below avg headcount
46th
Percentile by assets National rank
$13,816
Avg per participant Low balance/head
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Official DOL plan name: Sante Group Companies 403b Retirement Plan · Sponsored by Affiliated Sante Group · Maryland · Healthcare & Social Assistance

$6M in assets, 460 participants

Affiliated Sante Group's Sante Group Companies 403b Retirement Plan reported $6M in total assets and 460 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.

  • #8,558 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maryland

Sante Group Companies 403b Retirement Plan covers 460 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $6M.

#8,558
in Healthcare & Social Assistance (16,916 peers)
+10.2%
assets growth YoY

Sante Group Companies 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sante Group Companies 403b Retirement Plan vs every filed plan by assets

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

$6,355,554 46th percentile higher than 46% 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

Sante Group Companies 403b 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. Sante Group Companies 403b Retirement Plan sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sante Group Companies 403b Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $591K in the plan year 2024 filing.
  • Sante Group Companies 403b Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sante Group Companies 403b Retirement Plan reported participants rose from 442 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521729566 · Affiliated Sante Group PY 2024 · Other

Sante Group Companies 403b Retirement Plan · $6M · 460 · 46th

  • VS-ST $6M
  • BOY 460
  • SCH 46th
  • EBSA Other
  • PART near Sourcepoint Matched Savings Plan
  • TYPE ind #8558

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 →

Sante Group Companies 403b Retirement Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MThe Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$6MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$6M
End-of-year total assets ($M) among Sante Group Companies 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$591K
Employer EIN521729566
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affiliated Sante Group)

Sponsor-wide plan assets over time

All Affiliated Sante Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.28969911140861% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.5M $6.36M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 399 $4M
2023 1 442 $6M
2024 1 460 $6M

Nearby Other Plans in Maryland

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

Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Sante Group Companies 403b Retirement Plan, Total assets ($B): 0.006355554 · Participants: 460Sante Group Companies 403b Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Sante Group Companies 403b Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Sante Group Companies 403b Retirement Plan side-by-side with 3 peers →

Sante Group Companies 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Sourcepoint Matched Savings Plan in OH ($6M); by covered participants it is Opportunity Alliance 403(b) Plan in ME (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Sante Group Companies 403b Retirement Plan assets move in 2024? ▼
Sante Group Companies 403b Retirement Plan grew at a solid clip - up 10.2% during 2024, from $6M to $6M. Reported net income was $591K.
How have Affiliated Sante Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Sante Group's sponsor-wide assets grew 41.3%, from $4M to $6M.
Which Other plans are similar in size to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sourcepoint Matched Savings Plan in OH ($6M, 102 participants).
Which Other plans cover a similar participant headcount to Sante Group Companies 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Opportunity Alliance 403(b) Plan in ME (460 participants, $17M 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 521729566.

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.