Kennedy Krieger Institute 401(k) and pension plans

Kennedy Krieger Institute, Baltimore, MD. EIN 52-0607971. Annual reports 2009–2024. Also filed as The Kennedy Krieger Institute.

Kennedy Krieger Institute has 2 active retirement plans on file. The largest is the Kennedy Krieger Institute Retirement Savings Plan, with 4,901 participants and $443 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 5,734
Plan assets: $492 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Kennedy Krieger Institute Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 52-0607971
Participants (2024): 4,901
Net assets (2024): $443 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Kennedy Krieger Institute
707 N Broadway
Baltimore, MD 21205
(443) 923-5811As filed for 2024
In effect since: January 1, 1998

Earlier plan names: Kennedy Krieger Staff Voluntary Savings Plan; The Kennedy Krieger Institute Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,901	$443 million	Fidelity
2023	4,464	$376 million	Fidelity
2022	4,233	$302 million	Fidelity
2021	4,104	$356 million	Fidelity
2020	3,861	$306 million	Fidelity
2019	3,939	$263 million	Fidelity
2018	3,812	$210 million	Fidelity
2017	3,694	$215 million	Fidelity
2016	3,554	$176 million	Fidelity
2015	3,610	$159 million	Fidelity
2014	3,576	$150 million	Fidelity
2013	3,481	$131 million	Fidelity
2012	3,313	$101 million	Fidelity
2011	3,260	$81.9 million	Fidelity
2010	3,138	$77.0 million	Fidelity
2009	3,371	$59.3 million	Fidelity

The Kennedy Krieger Institute Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 52-0607971
Participants (2024): 833
Net assets (2024): $48.3 million
Administered by: Vanguard2018–2024
Plan administrator: The Kennedy Krieger Institute
707 North Broadway
Baltimore, MD 21205
(443) 923-5810As filed for 2024
In effect since: January 1, 1969

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	833	$48.3 million	Vanguard
2023	843	$46.4 million	Vanguard
2022	863	$43.0 million	Vanguard
2021	910	$58.9 million	Vanguard
2020	946	$53.6 million	Vanguard
2019	972	$45.6 million	Vanguard
2018	1,110	$38.7 million	Vanguard
2017	1,141	$42.5 million	not listed
2016	1,158	$37.0 million	not listed
2015	1,181	$34.4 million	not listed
2014	1,213	$36.3 million	not listed
2013	1,236	$35.5 million	not listed
2012	1,285	$32.9 million	not listed
2011	1,330	$28.6 million	not listed
2010	1,387	$28.0 million	not listed
2009	1,440	$23.6 million	not listed

Kennedy Krieger Institute Tax Sheltered Annuity Plan

403(b)Closed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 52-0607971
Participants (2013): 153
Net assets (2013): $11.6 million
Recordkeeper: Fidelity2009–2014
Plan administrator: The Kennedy Krieger Institute
707 N Broadway
Baltimore, MD 21205
(443) 923-5811As filed for 2014
In effect since: March 1, 1998

Earlier plan names: Kennedy Krieger Tax Sheltered Annuity Plan.

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Fidelity
2013	153	$11.6 million	Fidelity
2012	157	$9.9 million	Fidelity
2011	166	$9.2 million	Fidelity
2010	171	$10.4 million	Fidelity
2009	179	$9.7 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Kennedy Krieger Institute Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((443) 923-5811). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.