Other · DOL Form 5500 · 2024

Baltimore Medical System, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
394
Participants Below avg headcount
72nd
Percentile by assets National rank
$55,143
Avg per participant Low balance/head
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Official DOL plan name: Baltimore Medical System, Inc. Tax Sheltered Annuity Plan · Sponsored by Baltimore Medical System, Inc. · Maryland · Administrative & Support Services

$22M in assets, 394 participants

Baltimore Medical System, Inc.'s Baltimore Medical System, Inc. Tax Sheltered Annuity Plan reported $22M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,730 in Administrative & Support Services (4,368 peers)

Coverage in Maryland

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan covers 394 participants in Maryland, about 42% of the average Maryland filer (state average ~929 per filing). Assets: $22M.

#3,730
in Administrative & Support Services (4,368 peers)
+10.3%
assets growth YoY

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$21,726,225 Top 28% higher than 72% 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

Baltimore Medical System, Inc. Tax Sheltered Annuity 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. Baltimore Medical System, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baltimore Medical System, Inc. Tax Sheltered Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Baltimore Medical System, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Baltimore Medical System, Inc. Tax Sheltered Annuity Plan reported participants rose from 372 in the plan year 2023 filing to 394 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521358241 · Baltimore Medical System, Inc. PY 2024 · Other

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan · $22M · 394 · 72nd

  • ASSETS $22M
  • PCT 394
  • EIN 72nd
  • RANK Other
  • PHOTO near The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan
  • IND ind #3730

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 Administrative & Support Services retirement plans → · Plans in Maryland →

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Baltimore Medical System, Inc. Tax Sheltered Annuity PlanBaltimore Medical System, In…$22MThe Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement PlanThe Alliance Community Hospi…$22MWilliam Woods University 403(b) DC PlanWilliam Woods University 403…$22MSt. Luke's School 403(b) Plan$22MNew Hampton School Defined Contribution and Tax Deferred Annuity Retirement PlanNew Hampton School Defined C…$22M
End-of-year total assets ($M) among Baltimore Medical System, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN521358241
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baltimore Medical System, Inc.)

Sponsor-wide plan assets over time

All Baltimore Medical System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.068363311393224% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.1M $21.7M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 350 $17M
2023 1 372 $20M
2024 1 394 $22M

Nearby Other Plans in Maryland

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

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Baltimore Medical System, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.021726225 · Participants: 394Baltimore Medical System, Inc. Tax Sheltered Annuity 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
Baltimore Medical System, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Baltimore Medical System, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Baltimore Medical System, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan in OH ($22M); by covered participants it is Robert F. Kennedy Community Alliance 403(b) Plan in MA (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Baltimore Medical System, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Baltimore Medical System, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 10.3% during 2024, from $20M to $22M. Reported net income was $2M.
How have Baltimore Medical System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baltimore Medical System, Inc.'s sponsor-wide assets grew 27.1%, from $17M to $22M.
Which Other plans are similar in size to Baltimore Medical System, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan in OH ($22M, 92 participants).
Which Other plans cover a similar participant headcount to Baltimore Medical System, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Robert F. Kennedy Community Alliance 403(b) Plan in MA (394 participants, $28M 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 521358241.

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.