Other · DOL Form 5500 · 2024

Calvert Hall College of Baltimore City Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
149
Participants Small participant base
77th
Percentile by assets National rank
$194,460
Avg per participant Above avg balance/head
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Official DOL plan name: Calvert Hall College of Baltimore City 403(b) Plan · Sponsored by Calvert Hall College of Baltimore City · Maryland · Educational Services

$29M in assets, 149 participants

Calvert Hall College of Baltimore City's Calvert Hall College of Baltimore City 403(b) Plan reported $29M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,226 in Educational Services (3,638 peers)

Coverage in Maryland

Calvert Hall College of Baltimore City 403(b) Plan covers 149 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $29M.

#2,226
in Educational Services (3,638 peers)
+6.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Calvert Hall College of Baltimore City 403(b) Plan's outsized position by total assets

Calvert Hall College of Baltimore City 403(b) Plan vs every filed plan by assets

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

$28,974,490 Top 23% higher than 77% 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

Calvert Hall College of Baltimore City 403(b) 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. Calvert Hall College of Baltimore City 403(b) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calvert Hall College of Baltimore City 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Calvert Hall College of Baltimore City 403(b) Plan reported participants rose from 139 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Calvert Hall College of Baltimore City 403(b) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 520607966 · Calvert Hall College of Baltimore City PY 2024 · Other

Calvert Hall College of Baltimore City 403(b) Plan · $29M · 149 · 77th

  • PCT $29M
  • PCT 149
  • PCT 77th
  • PCT Other
  • PCT near South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan
  • PCT ind #2226

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 Educational Services retirement plans → · Plans in Maryland →

Calvert Hall College of Baltimore City 403(b) Plan in the asset neighbourhood

Sage Hill School Defined Contribution Retirement PlanSage Hill School Defined Con…$29MCalvert Hall College of Baltimore City 403(b) PlanCalvert Hall College of Balt…$29MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$29MAspire Indiana Employer Sponsored 403(b) PlanAspire Indiana Employer Spon…$29MThe Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$29M
End-of-year total assets ($M) among Calvert Hall College of Baltimore City 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN520607966
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert Hall College of Baltimore City)

Sponsor-wide plan assets over time

All Calvert Hall College of Baltimore City plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.65683497991574% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.9M $29M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 138 $23M
2023 1 139 $27M
2024 1 149 $29M

Nearby Other Plans in Maryland

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

Calvert Hall College of Baltimore City 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Calvert Hall College of Baltimore City 403(b) Plan, Total assets ($B): 0.02897449 · Participants: 149Calvert Hall College of Baltimore City 403(b) 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
Calvert Hall College of Baltimore City 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Calvert Hall College of Baltimore City 403(b) Plan side-by-side with 3 peers →

Calvert Hall College of Baltimore City 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in MA ($29M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Calvert Hall College of Baltimore City 403(b) Plan assets move in 2024? ▼
Calvert Hall College of Baltimore City 403(b) Plan grew at a solid clip - up 6.3% during 2024, from $27M to $29M. Reported net income was $2M.
How have Calvert Hall College of Baltimore City plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert Hall College of Baltimore City's sponsor-wide assets grew 26.7%, from $23M to $29M.
Where does Calvert Hall College of Baltimore City 403(b) Plan rank by assets among Form 5500 filers? ▼
Calvert Hall College of Baltimore City 403(b) Plan ranks in the 77th 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 Other plans are similar in size to Calvert Hall College of Baltimore City 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in MA ($29M, 550 participants).
Which Other plans cover a similar participant headcount to Calvert Hall College of Baltimore City 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants, $25M 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 520607966.

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.