Defined Benefit (Pension) · DOL Form 5500 · 2023

Mary Washington Healthcare Pension Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
428
Participants Below avg headcount
93rd
Percentile by assets National rank
$289,510
Avg per participant High balance/head
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Official DOL plan name: Mary Washington Healthcare Defined Benefit Retirement Plan · Sponsored by Mary Washington Healthcare · Virginia · Healthcare & Social Assistance

$124M in assets, 428 participants

Mary Washington Healthcare's Mary Washington Healthcare Defined Benefit Retirement Plan reported $124M in total assets and 428 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,539 in Healthcare & Social Assistance (17,684 peers)

Where Mary Washington Healthcare Defined Benefit Retirement Plan sits by assets

Mary Washington Healthcare Defined Benefit Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 428 participants (~$289,510/participant), down 6.3% in 2023.

#16,539
in Healthcare & Social Assistance (17,684 peers)
-6.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mary Washington Healthcare Defined Benefit Retirement Plan's outsized position by total assets

Mary Washington Healthcare Defined Benefit Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$123,910,168 Top 7% higher than 93% of 127,068 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 2023

Mary Washington Healthcare Defined Benefit Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mary Washington Healthcare Defined Benefit Retirement Plan sits mid-pack in the medium band (428 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mary Washington Healthcare Defined Benefit Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Mary Washington Healthcare Defined Benefit Retirement Plan reported participants fell from 474 in the plan year 2022 filing to 428 in the plan year 2023 filing.
  • Mary Washington Healthcare Defined Benefit Retirement Plan end-of-year assets fell from $132M in the plan year 2022 filing to $124M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541240646 · Mary Washington Healthcare PY 2023 · Defined Benefit (Pension)

Mary Washington Healthcare Defined Benefit Retirement Plan · $124M · 428 · 93rd

  • IND $124M
  • IND 428
  • IND 93rd
  • IND Defined Benefit (Pension)
  • IND near Bangor Hydro Electric Company Pension Plan
  • IND ind #16539

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 Virginia →

Mary Washington Healthcare Defined Benefit Retirement Plan in the asset neighbourhood

Schindler Elevator Corporation Retirement PlanSchindler Elevator Corporati…$124MKao America Inc. Pension Plan$124MMary Washington Healthcare Defined Benefit Retirement PlanMary Washington Healthcare D…$124MBangor Hydro Electric Company Pension PlanBangor Hydro Electric Compan…$124MExelon Corporation Pension Plan for Bargaining Unit EmployeesExelon Corporation Pension P…$124M
End-of-year total assets ($M) among Mary Washington Healthcare Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$124M
Net Income-$8M
Employer EIN541240646
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Washington Healthcare)

Sponsor-wide plan assets over time

All Mary Washington Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$529M 9.885628858152803% vs 2022
2024 filing year
$460M$480M$500M$520M$540M$560M 202220232024 $481M $529M ▲ +9.9%
Year Plans Participants Total Assets
2022 3 5,508 $481M
2023 3 5,161 $537M
2024 3 5,154 $529M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Mary Washington Healthcare Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Mary Washington Healthcare Defined Benefit Retirement Plan, Total assets ($B): 0.123910168 · Participants: 428Mary Washington Healthcare Defined Benefit Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Mary Washington Healthcare Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Mary Washington Healthcare Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Bangor Hydro Electric Company Pension Plan in ME ($124M); by covered participants it is Pension Plan of Public Service Enterprise Group Incorporated in NJ (428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mary Washington Healthcare Defined Benefit Retirement Plan assets move in 2023?
Mary Washington Healthcare Defined Benefit Retirement Plan pulled back noticeably - down 6.3% during 2023, from $132M to $124M. Reported net income was -$8M.
How have Mary Washington Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Mary Washington Healthcare's sponsor-wide assets grew 9.9%, from $481M to $529M.
Where does Mary Washington Healthcare Defined Benefit Retirement Plan rank by assets among Form 5500 filers?
Mary Washington Healthcare Defined Benefit Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mary Washington Healthcare Defined Benefit Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bangor Hydro Electric Company Pension Plan in ME ($124M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mary Washington Healthcare Defined Benefit Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Public Service Enterprise Group Incorporated in NJ (428 participants, $2.4B in assets).