Other · DOL Form 5500 · 2024

Stevenson University, Inc. Retirement Plan

Data updated 2026-08-11

$118M
Total assets
1,120
Participants
92nd
Percentile by assets
$105,159
Avg per participant
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Official DOL plan name: Stevenson University, Inc. Retirement Savings Plan · Sponsored by Stevenson University, Inc. · Maryland · Educational Services

$118M in assets, 1,120 participants

Stevenson University, Inc.'s Stevenson University, Inc. Retirement Savings Plan reported $118M in total assets and 1,120 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #3,104 in Educational Services (3,638 peers)

Where Stevenson University, Inc. Retirement Savings Plan sits by assets

Stevenson University, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $118M for 1,120 participants (~$105,159/participant), up 6.8% in 2024.

$118M
total plan assets (2024 EOY)
1,120
covered participants
92nd
percentile by assets (of 123,622 plans)
$105,159
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevenson University, Inc. Retirement Savings Plan reported participants rose from 715 in the plan year 2023 filing to 1,120 in the plan year 2024 filing.
  • Stevenson University, Inc. Retirement Savings Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Stevenson University, Inc. Retirement Savings Plan end-of-year assets rose from $110M in the plan year 2023 filing to $118M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Stevenson University, Inc. Retirement Savings Plan vs the 2024 asset distribution

By assets, Stevenson University, Inc. Retirement Savings Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$118M
Net Income$7M
Employer EIN520705392
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevenson University, Inc.)

$100M$105M$110M$115M$120M 202220232024 $102M $118M ▲ +15.3%
Total plan assets by year, all Stevenson University, Inc. plans on file
Year Plans Participants Total Assets
2022 1 715 $102M
2023 1 715 $110M
2024 1 1,120 $118M

Nearby Other Plans in Maryland

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

Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants

Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Stevenson University…Johns Hopkins Univer…Medstar Health, Inc.…The Johns Hopkins Un…Howard Hughes Medica…Johns Hopkins Health…
Stevenson University, Inc. Retirement Savings Plan vs. nearby Other plans in Maryland, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Stevenson University, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Stevenson University, Inc. Retirement Savings Plan assets move in 2024?
Stevenson University, Inc. Retirement Savings Plan grew at a solid clip - up 6.8% during 2024, from $110M to $118M. Reported net income was $7M.
How have Stevenson University, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Stevenson University, Inc.'s sponsor-wide assets grew 15.3%, from $102M to $118M.
Where does Stevenson University, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Stevenson University, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Stevenson University, Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Aurora University Retirement Plan in IL ($118M, 487 participants).

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