Other · DOL Form 5500 · 2024

Shock Trauma Associates, P.a. Retirement Plan

Data updated 2026-08-11

$19M
Total assets
90
Participants
69th
Percentile by assets
$211,517
Avg per participant
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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.

  • 69th percentile by assets (of 123,622 plans)
  • #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.

$19M
total plan assets (2024 EOY)
90
covered participants
69th
percentile by assets (of 123,622 plans)
$211,517
avg assets per participant

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.

Where Shock Trauma Associates, P.a. Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

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 →

State
Maryland
Industry
Healthcare & Social Assistance

Shock Trauma Associates, P.a. across 3 plan years on file

Across the 3 plan years Shock Trauma Associates, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 14.7%, while reported participants moved from 88 to 90 (+2.3%). Peak year by sponsor assets: 2023 ($20M); trough: 2022 ($17M).

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

$16M$17M$18M$19M$20M 202220232024 $16.6M $19M ▲ +14.7%
Total plan assets by year, all Shock Trauma Associates, P.a. plans on file
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 ($B) Participants Shock Trauma Associa…, Total assets ($B): 0.019036515 · Participants: 90Shock Trauma Associa…Johns Hopkins Univer…, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins Univer…Medstar Health, Inc.…, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc.…The Johns Hopkins Un…, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins Un…Howard Hughes Medica…, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medica…Johns Hopkins Health…, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health…
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 Deferr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Shock Trauma Associates, P.a. Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Shock Trauma Associates, P.a. Tax Deferr…

Multi-year trail

Ways to act on Shock Trauma Associates, P.a. Tax Deferred Annuity Plan's numbers.

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.