Other · DOL Form 5500 · 2022

Henry M Jackson Foundation Retirement Plan

Data updated 2026-08-25

$450M
Total assets Above avg plan size
2,259
Participants Above avg headcount
98th
Percentile by assets National rank
$199,086
Avg per participant Above avg balance/head
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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.

  • #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.

#21,231
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY
4.5×
vs typical plan assets (national mean)

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.

Henry M Jackson Foundation Defined Contribution Plan's outsized position by total assets

Henry M Jackson Foundation Defined Contribution Plan vs every filed plan by assets

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

$449,735,131 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

Henry M Jackson Foundation Defined Contribution 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. Henry M Jackson Foundation Defined Contribution Plan lands in the large band (2,259 participants).

Published 5500 schedule card

Filing strip 521317896 · Henry M Jackson Foundation PY 2022 · Other

Henry M Jackson Foundation Defined Contribution Plan · $450M · 2,259 · 98th

  • 5500 $450M
  • 5500 2,259
  • 5500 98th
  • 5500 Other
  • 5500 near Pomona Valley Hospital Medical Center Retirement Savings Plan
  • 5500 ind #21231

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Henry M Jackson Foundation Defined Contribution Plan in the asset neighbourhood

Mercer University Defined Contribution Retirement PlanMercer University Defined Co…$454MPomona Valley Hospital Medical Center Retirement Savings PlanPomona Valley Hospital Medic…$454MHenry M Jackson Foundation Defined Contribution PlanHenry M Jackson Foundation D…$450MNyu Langone Hospital-Long Island 403(b) PlanNyu Langone Hospital-Long Is…$445MBillings Clinic 403b Plan$444M
End-of-year total assets ($M) among Henry M Jackson Foundation Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$525M
Net Assets (End of Year)$450M
Net Income-$75M
Employer EIN521317896
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry M Jackson Foundation)

Sponsor-wide plan assets over time

All Henry M Jackson Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$616M 37.040204893399796% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $450M $616M ▲ +37.0%
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 Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Henry M Jackson Foundation Defined Contribution Plan, Total assets ($B): 0.449735131 · Participants: 2259Henry M Jackson Foundation Defined Contribution PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Henry M Jackson Foundation Defined Contribution Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Henry M Jackson Foundation Defined Contribution Plan side-by-side with 3 peers →

Henry M Jackson Foundation Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Pomona Valley Hospital Medical Center Retirement Savings Plan in CA ($454M); by covered participants it is Olathe Health System, Inc. Tsa Retirement Plan in KS (2,265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,259 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 Henry M Jackson Foundation Defined Contribution Plan assets move in 2022? ▼
Henry M Jackson Foundation Defined Contribution Plan pulled back noticeably - down 14.3% during 2022, from $525M to $450M. Reported net income was -$75M.
How have Henry M Jackson Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry M Jackson Foundation's sponsor-wide assets grew 37.0%, from $450M to $616M.
Where does Henry M Jackson Foundation Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Henry M Jackson Foundation Defined Contribution 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 Other plans are similar in size to Henry M Jackson Foundation Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Pomona Valley Hospital Medical Center Retirement Savings Plan in CA ($454M, 3,731 participants).
Which Other plans cover a similar participant headcount to Henry M Jackson Foundation Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Olathe Health System, Inc. Tsa Retirement Plan in KS (2,265 participants, $165M 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 521317896.

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.