Other · DOL Form 5500 · 2022
Henry M Jackson Foundation Retirement Plan
Data updated 2026-08-11
- $450M
- Total assets
- 2,259
- Participants
- 98th
- Percentile by assets
- $199,086
- Avg per participant
Official DOL plan name: Henry M Jackson Foundation Defined Contribution Plan · Sponsored by Henry M Jackson Foundation · Maryland · Professional & Technical Services
$450M in assets, 2,259 participants
Henry M Jackson Foundation's Henry M Jackson Foundation Defined Contribution Plan reported $450M in total assets and 2,259 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)
- #21,231 in Professional & Technical Services (21,562 peers)
Coverage in Maryland
Henry M Jackson Foundation Defined Contribution Plan covers 2,259 participants in Maryland, 2.4x the typical Maryland plan (state average ~929 per filing). Assets: $450M.
- $450M
- total plan assets (2022 EOY)
- 2,259
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $199,086
- avg assets per participant
The plan reported a net loss of $75M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Henry M Jackson Foundation Defined Contribution Plan reports 2,259 participants - 2.4x that state average ($450M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $525M |
|---|---|
| Net Assets (End of Year) | $450M |
| Net Income | -$75M |
| Employer EIN | 521317896 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry M Jackson Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,259 | $450M |
| 2023 | 1 | 2,255 | $534M |
| 2024 | 1 | 2,504 | $616M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
Henry M Jackson Foundation Defined Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
Similar-Sized Other Plans Nationally
Other plans in other states closest to Henry M Jackson Foundation Defined Contribution Plan by total assets, not by location.
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) $454M · 3,731
- Mercer University Defined Contribution Retirement Plan (GA) $454M · 1,982
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) $445M · 7,426
- Billings Clinic 403b Plan (MT) $444M · 4,393
Frequently Asked Questions
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Filing takeaways
Ways to act on Henry M Jackson Foundation Defined Contribution Plan's numbers.
- By total assets, Henry M Jackson Foundation Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- Henry M Jackson Foundation's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans