Plan5500

Prince Frederick, MD Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Prince Frederick, MD has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $175,769,120 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

What stands out in Prince Frederick

  • 10 loaded plans hold $175.8M in reported assets across 6 sponsors.
  • The largest, Calverthealth 403 (B) Plan, holds 60% of reported Prince Frederick plan assets.
  • Plans cover 4,575 participants — about 458 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$175.5MSummed across loaded plans$175,492,581
Total reported assets$175.8M$175,769,120
Total reported participants4.6K4,575
Total reported liabilities$276.5K$276,539

Reported net position

Reported assets = net assets + liabilities (summed)$175.8M total assets
Net assets$175.5MLiabilities$276.5K
Contributions & income
Employer contributions$4.7M
Participant contributions$8M
Total income / additions$37.9M
Expenses & distributions
Benefits paid / distributions$16.5M
Total expenses$16.7M
Net increase / (decrease)$21.2M

Data coverage

Plans with financial statements6 / 10 (60%)
Plans with provider compensation6 / 10 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Prince Frederick, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Prince Frederick market comparison

Largest plan share of assets60%Calverthealth 403 (B) Plan
Participants per plan458Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Prince Frederick

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Calverthealth 403 (B) Plan$105.5M
    Calverthealth Medical Center, Inc. · 2023
  2. 2
    Calvert Internal Medicine Group, P.A. 401(K) Profit Sharing Plan$35.7M
    Calvert Internal Medicine Group, P.A. · 2023
  3. 3
    Dm Group, Inc. 401(K) Profit Sharing Plan$12.9M
    Dm Group, Inc. · 2023
  4. 4
    Bayside Auto Group 401(K) Profit Sharing Plan And Trust$12.4M
    Bayside Auto Group · 2023
  5. 5
    The Arc Of Southern Maryland Retirement Savings Plan$4.8M
    The Arc Of Southern Maryland, Inc. · 2023
  6. 6
    Super Salvage, Inc. Employee Stock Ownership Plan$4.5M
    Super Salvage, Inc. · 2023
  7. 7
    Calvert Internal Medicine Group, P.A. Welfare Wrap Plannot reported in the loaded dataset
    Calvert Internal Medicine Group, P.A. · 2023
  8. 8
    The Arc Of Southern Maryland Flexible Benefits Plannot reported in the loaded dataset
    The Arc Of Southern Maryland · 2023
  9. 9
    Bayside Auto Group Health And Welfare Plannot reported in the loaded dataset
    Bayside Auto Group · 2023
  10. 10
    Calverthealth Welfare Benefit Plannot reported in the loaded dataset
    Calverthealth Medical Center · 2023

Largest plans in Prince Frederick → · Prince Frederick plans by participants → · Prince Frederick plans with financial data → · Prince Frederick plans with provider compensation → · $1B+ plans in Prince Frederick →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Prince Frederick, MD?
10 plan(s) reported by 6 sponsor(s) are loaded for Prince Frederick, MD.

Related Form 5500 pages