Other · DOL Form 5500 · 2024
Stevenson University, Inc. Retirement Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 1,120
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $105,159
- Avg per participant Below avg balance/head
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.
- #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.
- #3,104
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Stevenson University, Inc. Retirement Savings Plan's outsized position by total assets
Stevenson University, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,778,178 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stevenson University, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevenson University, Inc. Retirement Savings Plan lands in the large band (1,120 participants).
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.
DOL schedule card
Filing strip 520705392 · Stevenson University, Inc. PY 2024 · Other
Stevenson University, Inc. Retirement Savings Plan · $118M · 1,120 · 92nd
- NET $118M
- NET 1,120
- NET 92nd
- NET Other
- NET near Aurora University Retirement Plan
- NET ind #3104
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 →
Stevenson University, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $7M |
| Employer EIN | 520705392 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stevenson University, Inc.)
Sponsor-wide plan assets over time
All Stevenson University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 15.270291826946607% vs 2022
- 2024 filing year
| 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.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Stevenson University, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Aurora University Retirement Plan in IL ($118M); by covered participants it is University Hospital 403(b) Plan in KY (1,119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Aurora University Retirement Plan (IL) $118M · 487
- Evertec Group, LLC Savings & Investment Plan (PR) $118M · 1,289
- Hampden-Sydney College Defined Contribution Retirement Plan (VA) $118M · 411
- Salve Regina University 403(b) Retirement Plan (RI) $117M · 529
Similar participant headcount
Nearest other-state filings by covered participants (1,120 participants); asset peers above are excluded.
- University Hospital 403(b) Plan (KY) 1,119 · 1 off
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) 1,121 · 1 off
- IBEW Local No. 86 Annuity Fund (NY) 1,121 · 1 off
- Calvin University 403(b) Retirement Plan (MI) 1,118 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.