Defined Benefit (Pension) · DOL Form 5500 · 2022

Carefirst, Inc. Pension Plan

Data updated 2026-08-11

$572M
Total assets
1,763
Participants
98th
Percentile by assets
$324,583
Avg per participant
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Official DOL plan name: Carefirst, Inc. Retirement Plan · Sponsored by Carefirst, Inc. · Maryland · Finance & Insurance

$572M in assets, 1,763 participants

Carefirst, Inc.'s Carefirst, Inc. Retirement Plan reported $572M in total assets and 1,763 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)
  • #8,939 in Finance & Insurance (9,261 peers)

Where Carefirst, Inc. Retirement Plan sits by assets

Carefirst, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $572M for 1,763 participants (~$324,583/participant), down 24.5% in 2022.

$572M
total plan assets (2022 EOY)
1,763
covered participants
98th
percentile by assets (of 139,126 plans)
$324,583
avg assets per participant

The plan reported a net loss of $186M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Carefirst, Inc. Retirement Plan vs the 2022 asset distribution

By assets, Carefirst, Inc. Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$758M
Net Assets (End of Year)$572M
Net Income-$186M
Employer EIN522069215
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carefirst, Inc.)

$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.33B $1.62B ▲ +21.8%
Total plan assets by year, all Carefirst, Inc. plans on file
Year Plans Participants Total Assets
2022 2 7,424 $1.3B
2023 2 7,448 $1.5B
2024 2 7,452 $1.6B

Nearby Defined Benefit (Pension) Plans in Maryland

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

Carefirst, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Carefirst, Inc. 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 Carefirst, Inc. Reti…Lockheed Martin Corp…National Automatic S…Major League Basebal…International Painte…Bert Bell/Pete Rozel…
Carefirst, Inc. 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 Carefirst, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Carefirst, Inc. Retirement Plan assets move in 2022?
Carefirst, Inc. Retirement Plan declined sharply - down 24.5% during 2022, from $758M to $572M. Reported net income was -$186M.
How have Carefirst, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carefirst, Inc.'s sponsor-wide assets grew 21.6%, from $1.3B to $1.6B.
Where does Carefirst, Inc. Retirement Plan rank by assets among Form 5500 filers?
Carefirst, Inc. 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 Carefirst, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Children's Hospital Cash Balance Pension Plan in TX ($572M, 10,859 participants).

Next read for Carefirst, Inc. Retirement Plan

Scale reading

Ways to act on Carefirst, Inc. Retirement Plan's numbers.