Defined Benefit (Pension) · DOL Form 5500 · 2022

Medstar Health, Inc. Pension Plan

Data updated 2026-08-25

$641M
Total assets Above avg plan size
2,467
Participants Above avg headcount
98th
Percentile by assets National rank
$259,635
Avg per participant Above avg balance/head
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Official DOL plan name: Medstar Health, Inc. Cash Balance Retirement Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance

$641M in assets, 2,467 participants

Medstar Health, Inc.'s Medstar Health, Inc. Cash Balance Retirement Plan reported $641M in total assets and 2,467 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,768 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maryland

Medstar Health, Inc. Cash Balance Retirement Plan covers 2,467 participants in Maryland, 2.7x the typical Maryland plan (state average ~929 per filing). Assets: $641M.

#19,768
in Healthcare & Social Assistance (20,060 peers)
-17.2%
assets change YoY
6.4×
vs typical plan assets (national mean)

The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Medstar Health, Inc. Cash Balance Retirement Plan's outsized position by total assets

Medstar Health, Inc. Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$640,520,061 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Medstar Health, Inc. Cash Balance Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medstar Health, Inc. Cash Balance Retirement Plan lands in the large band (2,467 participants).

Form 5500 schedule snapshot

Filing strip 522087445 · Medstar Health, Inc. PY 2022 · Defined Benefit (Pension)

Medstar Health, Inc. Cash Balance Retirement Plan · $641M · 2,467 · 98th

  • EOY $641M
  • 5500 2,467
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Memorial Hermann Pension Plan
  • RANK ind #19768

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Medstar Health, Inc. Cash Balance Retirement Plan in the asset neighbourhood

Iron Workers Locals 40, 361 & 417 Pension FundIron Workers Locals 40, 361 …$642MMedstar Health, Inc. Cash Balance Retirement PlanMedstar Health, Inc. Cash Ba…$641MMemorial Hermann Pension Plan$640MMinneapolis Retail Meat Cutters and Food Handlers Pension FundMinneapolis Retail Meat Cutt…$638MAmerican Maritime Officers Pension PlanAmerican Maritime Officers P…$637M
End-of-year total assets ($M) among Medstar Health, Inc. Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$774M
Net Assets (End of Year)$640M
Net Income-$133M
Employer EIN522087445
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medstar Health, Inc.)

Sponsor-wide plan assets over time

All Medstar Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.9B 31.18544703560262% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.71B $4.86B ▲ +31.0%
Year Plans Participants Total Assets
2022 4 36,796 $3.7B
2023 4 37,800 $4.3B
2024 4 38,889 $4.9B

Nearby Defined Benefit (Pension) Plans in Maryland

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

Medstar Health, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Medstar Health, Inc. Cash Balance Retirement Plan, Total assets ($B): 0.640520061 · Participants: 2467Medstar Health, Inc. Cash Balance Retirement PlanLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Medstar Health, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Medstar Health, Inc. Cash Balance Retirement Plan side-by-side with 3 peers →

Medstar Health, Inc. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Memorial Hermann Pension Plan in TX ($640M); by covered participants it is Dhl Retirement Pension Plan in FL (2,466 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($641M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,467 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Medstar Health, Inc. Cash Balance Retirement Plan assets move in 2022? ▼
Medstar Health, Inc. Cash Balance Retirement Plan declined sharply - down 17.2% during 2022, from $774M to $641M. Reported net income was -$133M.
How have Medstar Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medstar Health, Inc.'s sponsor-wide assets grew 31.2%, from $3.7B to $4.9B.
Where does Medstar Health, Inc. Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Medstar Health, Inc. Cash Balance Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Medstar Health, Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Memorial Hermann Pension Plan in TX ($640M, 6,282 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Medstar Health, Inc. Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dhl Retirement Pension Plan in FL (2,466 participants, $162M in assets).

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 522087445.

Read our methodology - how this data is sourced, computed, and verified.

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