Defined Benefit (Pension) · DOL Form 5500 · 2022

Medstar Health, Inc. Pension Plan

Data updated 2026-08-11

$641M
Total assets
2,467
Participants
98th
Percentile by assets
$259,635
Avg per participant
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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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$641M
total plan assets (2022 EOY)
2,467
covered participants
98th
percentile by assets (of 139,126 plans)
$259,635
avg assets per participant

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.

Where Medstar Health, Inc. Cash Balance Retirement Plan sits 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 $2,010,000,000 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

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Medstar Health, Inc. Cash Balance Retirement Plan reports 2,467 participants - 2.7x that state average ($641M EOY assets).

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.)

$3.5B$4B$4.5B$5B 202220232024 $3.71B $4.86B ▲ +31.0%
Total plan assets by year, all Medstar Health, Inc. plans on file
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

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.…Lockheed Martin Corp…National Automatic S…Major League Basebal…International Painte…Bert Bell/Pete Rozel…
Medstar Health, Inc. Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Medstar Health, Inc. Cash Balance Retirement Plan by total assets, not by location.

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).

Next read for Medstar Health, Inc. Cash Balance Retire…

Filing takeaways

Ways to act on Medstar Health, Inc. Cash Balance Retirement Plan's numbers.