Other · DOL Form 5500 · 2024

Shock Trauma Associates, P.a. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
90
Participants Small participant base
69th
Percentile by assets National rank
$211,517
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shock Trauma Associates, P.a. Tax Deferred Annuity Plan · Sponsored by Shock Trauma Associates, P.a. · Maryland · Healthcare & Social Assistance

$19M in assets, 90 participants

Shock Trauma Associates, P.a.'s Shock Trauma Associates, P.a. Tax Deferred Annuity Plan reported $19M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,516 in Healthcare & Social Assistance (16,916 peers)

Shock Trauma Associates, P.a. multi-year trail

Shock Trauma Associates, P.a.'s plans moved +14.7% in assets from 2022 to 2024; this filing shows Shock Trauma Associates, P.a. Tax Deferred Annuity Plan at $19M / 90 participants.

#12,516
in Healthcare & Social Assistance (16,916 peers)
-2.4%
assets change YoY

The plan reported a net loss of $477K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan's outsized position by total assets

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan vs every filed plan by assets

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

$19,036,515 Top 31% higher than 69% 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

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shock Trauma Associates, P.a. Tax Deferred Annuity Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shock Trauma Associates, P.a. Tax Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to -$477K in the plan year 2024 filing.
  • Shock Trauma Associates, P.a. Tax Deferred Annuity Plan reported participants rose from 84 in the plan year 2023 filing to 90 in the plan year 2024 filing.
  • Shock Trauma Associates, P.a. Tax Deferred Annuity Plan end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521119350 · Shock Trauma Associates, P.a. PY 2024 · Other

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan · $19M · 90 · 69th

  • 5500 $19M
  • ASSETS 90
  • PCT 69th
  • EIN Other
  • RANK near Wesleyan College Retirement Plan
  • PHOTO ind #12516

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 →

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan in the asset neighbourhood

Shock Trauma Associates, P.a. Tax Deferred Annuity PlanShock Trauma Associates, P.a…$19MWesleyan College Retirement PlanWesleyan College Retirement …$19MNational Outdoor Leadership School Tax Sheltered Annuity PlanNational Outdoor Leadership …$19MHope Enterprises, Inc. Retirement PlanHope Enterprises, Inc. Retir…$19MDakota Wesleyan University Defined Contribution PlanDakota Wesleyan University D…$19M
End-of-year total assets ($M) among Shock Trauma Associates, P.a. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Shock Trauma Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Shock Trauma Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.671356121972181% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 88 $17M
2023 1 84 $20M
2024 1 90 $19M

Shock Trauma Associates, P.a. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$477K
Employer EIN521119350
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maryland

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

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Shock Trauma Associates, P.a. Tax Deferred Annuity Plan, Total assets ($B): 0.019036515 · Participants: 90Shock Trauma Associates, P.a. Tax Deferred 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
Shock Trauma Associates, P.a. Tax Deferred Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Shock Trauma Associates, P.a. Tax Deferred Annuity Plan side-by-side with 3 peers →

Shock Trauma Associates, P.a. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Wesleyan College Retirement Plan in GA ($19M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Shock Trauma Associates, P.a. Tax Deferred Annuity Plan assets move in 2024? ▼
Shock Trauma Associates, P.a. Tax Deferred Annuity Plan edged down modestly - down 2.4% during 2024, from $20M to $19M. Reported net income was -$477K.
How have Shock Trauma Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shock Trauma Associates, P.a.'s sponsor-wide assets grew 14.7%, from $17M to $19M.
Which Other plans are similar in size to Shock Trauma Associates, P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Wesleyan College Retirement Plan in GA ($19M, 169 participants).
Which Other plans cover a similar participant headcount to Shock Trauma Associates, P.a. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants, $5M 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 521119350.

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.