Plan5500

Stevenson, 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, Stevenson, MD has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $132,006,637 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Stevenson

  • 6 loaded plans hold $132M in reported assets across 4 sponsors.
  • The largest, Stevenson University, Inc. Retirement Savings Plan, holds 84% of reported Stevenson plan assets.
  • Plans cover 2,173 participants — about 362 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132MSummed across loaded plans$132,006,637
Total reported assets$132M$132,006,637
Total reported participants2.2K2,173
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$132M total assets
Net assets$132MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$3.4M
Total income / additions$23M
Expenses & distributions
Benefits paid / distributions$13.5M
Total expenses$13.7M
Net increase / (decrease)$9.3M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stevenson, 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

Stevenson market comparison

Largest plan share of assets84%Stevenson University, Inc. Retirement Savings Plan
Participants per plan362Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Stevenson

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

  1. 1
    Stevenson University, Inc. Retirement Savings Plan$110.3M
    Stevenson University, Inc. · 2023
  2. 2
    St. Timothys School Defined Contribution Retirement Plan$12.5M
    Corporation Of St Timothy'S School · 2023
  3. 3
    Envieta Retirement Savings Plan$9.2M
    Envieta Systems LLC · 2023
  4. 4
    Stevenson University, Inc. Health And Welfarenot reported in the loaded dataset
    Stevenson University, Inc. · 2023
  5. 5
    Baltimore Scrap Corp. Group Health Plannot reported in the loaded dataset
    Baltimore Scrap Corp. · 2023
  6. 6
    Baltimore Scrap Corp. Ancillary Benefit Plannot reported in the loaded dataset
    Baltimore Scrap Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stevenson, MD?
6 plan(s) reported by 4 sponsor(s) are loaded for Stevenson, MD.

Related Form 5500 pages