Sheppard Pratt Health System 401(k) and pension plans

Sheppard Pratt Health System, Baltimore, MD. EIN 52-0591684. Annual reports 2009–2024. Also filed as Sheppard Pratt Health System Inc.

Sheppard Pratt Health System has 2 active retirement plans on file. The largest is the Sheppard Pratt Health System 403(b) Retirement Plan, with 5,580 participants and $157 million in assets in 2024. Fidelity has been its recordkeeper since 2023.

Active plans: 2
Participants: 7,726
Plan assets: $189 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Sheppard Pratt Health System 403(b) Retirement Plan

403(b)Active

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

Plan number: 003Employer EIN 52-0591684
Participants (2024): 5,580
Net assets (2024): $157 million
Recordkeeper: FidelityEarlier: Transamerica (2009–2022)
Plan administrator: Sheppard Pratt Health System
6501 North Charles ST
Baltimore, MD 21204
(410) 938-3317As filed for 2024
In effect since: July 1, 2009

Earlier plan names: Sheppard Pratt Health System Tax Sheltered Annuity Program.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,580	$157 million	Fidelity
2023	5,247	$128 million	Fidelity
2022	2,341	$77.4 million	Transamerica
2021	3,235	$79.2 million	Transamerica
2020	3,050	$69.1 million	Transamerica
2019	3,504	$62.8 million	Transamerica
2018	3,262	$49.7 million	Transamerica
2017	3,444	$53.0 million	Transamerica
2016	3,285	$44.5 million	Transamerica
2015	3,107	$36.4 million	Transamerica
2014	3,105	$34.4 million	Transamerica
2013	3,091	$29.3 million	Transamerica
2012	2,946	$21.7 million	Transamerica
2011	2,796	$15.2 million	Transamerica
2010	2,621	$11.5 million	Transamerica
2009	2,465	$6.5 million	Transamerica

Sheppard Pratt Health System Thrift Plan

401(k)Active

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

Plan number: 002Employer EIN 52-0591684
Participants (2024): 2,146
Net assets (2024): $32.7 million
Recordkeeper: FidelityEarlier: Transamerica (2010–2022)
Plan administrator: Sheppard Pratt Health System
6501 N Charles ST
Baltimore, MD 21285
(410) 938-3317As filed for 2024
In effect since: January 1, 1983

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,146	$32.7 million	Fidelity
2023	2,909	$31.9 million	Fidelity
2022	2,538	$31.4 million	Transamerica
2021	3,313	$30.5 million	Transamerica
2020	2,871	$37.8 million	Transamerica
2019	3,009	$33.5 million	Transamerica
2018	3,305	$37.2 million	Transamerica
2017	3,555	$35.5 million	Transamerica
2016	3,317	$31.4 million	Transamerica
2015	2,958	$26.0 million	Transamerica
2014	2,969	$24.5 million	Transamerica
2013	2,888	$23.4 million	Transamerica
2012	2,918	$19.2 million	Transamerica
2011	2,927	$16.3 million	Transamerica
2010	2,679	$15.5 million	Transamerica
2009	2,643	$12.3 million	not listed

Sheppard Pratt Health System Pension Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 52-0591684
Participants (2021): 1,396
Net assets (2021): $217 million
Plan administrator: Finance Committee of the Board of T
6501 N Charles ST
Towson, MD 21204
(410) 938-3000As filed for 2024
In effect since: October 1, 1965

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	0	$0	not listed
2022	0	$0	not listed
2021	1,396	$217 million	not listed
2020	1,413	$256 million	not listed
2019	1,443	$224 million	not listed
2018	1,466	$213 million	not listed
2017	1,489	$203 million	not listed
2016	1,646	$207 million	not listed
2015	1,670	$193 million	not listed
2014	1,704	$185 million	not listed
2013	1,749	$179 million	not listed
2012	1,782	$157 million	not listed
2011	1,862	$148 million	not listed
2010	1,892	$137 million	not listed
2009	2,069	$117 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Sheppard Pratt Health System 403(b) Retirement 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 ((410) 938-3317). 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.

All 3 plans

Sheppard Pratt Health System 403(b) Retirement Plan

Sheppard Pratt Health System Thrift Plan

Sheppard Pratt Health System Pension Plan

If you had money in one of these plans

What these numbers are

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