Defined Benefit (Pension) Β· DOL Form 5500 Β· 2022

Mary Washington Healthcare Defined Benefit Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$132M
Total assets
474
Participants
90th
Percentile by assets

Sponsored by Mary Washington Healthcare Β· Virginia Β· Healthcare & Social Assistance

What the 2022 filing shows

Mary Washington Healthcare Defined Benefit Retirement Plan holds $132M for 474 participants - about $279,095 per participant, in the top 10% of all filed plans by assets, down 20.1% over the 2022 plan year.

$132M
total plan assets (2022 EOY)
474
covered participants
90th
percentile by assets (of 84,055 plans)
$279,095
avg assets per participant

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$132M
Participants
474
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mary Washington Healthcare Defined Benefit Retirement Plan

Mary Washington Healthcare Defined Benefit Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Mary Washington Healthcare, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 474 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 541240646, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2022 to $132M at year-end - a decline of 20.1%. Net assets (after liabilities) closed the year at $132M, with reported net income of $-33,370,791 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$166M
Total Assets (End of Year)$132M
Net Assets (End of Year)$132M
Net Income$-33,370,791
Plan TypeDefined Benefit (Pension)
Employer EIN541240646
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Washington Healthcare)

Year Plans Participants Total Assets
2022 3 5,508 $481M
2023 3 5,161 $537M
2024 3 5,154 $529M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Mary Washington Healthcare Defined Benefit Retirement Plan?
As of the 2022 Form 5500 filing, Mary Washington Healthcare Defined Benefit Retirement Plan holds $132M in total assets with 474 participants. It is sponsored by Mary Washington Healthcare.
What type of plan is Mary Washington Healthcare Defined Benefit Retirement Plan?
Mary Washington Healthcare Defined Benefit Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 541240646.
Who sponsors the Mary Washington Healthcare Defined Benefit Retirement Plan?
Mary Washington Healthcare Defined Benefit Retirement Plan is sponsored by Mary Washington Healthcare, located in Virginia. The sponsor's EIN is 541240646 and the plan operates in the Healthcare & Social Assistance industry.
How did Mary Washington Healthcare Defined Benefit Retirement Plan perform in 2022?
Mary Washington Healthcare Defined Benefit Retirement Plan declined by 20.1% during 2022, moving from $166M to $132M in total assets. Net income was $-33,370,791.
Where can I find official filings for Mary Washington Healthcare Defined Benefit Retirement Plan?
Official Form 5500 filings for Mary Washington Healthcare Defined Benefit Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541240646 or plan name at efast.dol.gov.
How does Mary Washington Healthcare Defined Benefit Retirement Plan compare to other plans?
You can compare Mary Washington Healthcare Defined Benefit Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541240646.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.