Other · DOL Form 5500 · 2023
Mary Washington Healthcare Retirement Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 2,958
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $109,125
- Avg per participant Below avg balance/head
Official DOL plan name: Mary Washington Healthcare 403(b) Plan · Sponsored by Mary Washington Healthcare · Virginia · Healthcare & Social Assistance
$323M in assets, 2,958 participants
Mary Washington Healthcare's Mary Washington Healthcare 403(b) Plan reported $323M in total assets and 2,958 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,093 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Mary Washington Healthcare 403(b) Plan covers 2,958 participants in Virginia, 3.8x the typical Virginia plan (state average ~782 per filing). Assets: $323M.
- #17,093
- in Healthcare & Social Assistance (17,684 peers)
- +21.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Mary Washington Healthcare 403(b) Plan's outsized position by total assets
Mary Washington Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$322,790,966 Top 4% higher than 96% of 127,068 filed plans
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 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mary Washington Healthcare 403(b) Plan lands in the large band (2,958 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mary Washington Healthcare 403(b) Plan reported net income rose from -$48M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Mary Washington Healthcare 403(b) Plan end-of-year assets rose from $265M in the plan year 2022 filing to $323M in the plan year 2023 filing.
- Mary Washington Healthcare 403(b) Plan reported participants fell from 3,039 in the plan year 2022 filing to 2,958 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 541240646 · Mary Washington Healthcare PY 2023 · Other
Mary Washington Healthcare 403(b) Plan · $323M · 2,958 · 96th
- BOY $323M
- SCH 2,958
- EBSA 96th
- PART Other
- TYPE near Phillips Academy Retirement Plan
- NET ind #17093
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 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $265M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | $57M |
| Employer EIN | 541240646 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,508 | $481M |
| 2023 | 3 | 5,161 | $537M |
| 2024 | 3 | 5,154 | $529M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Mary Washington Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Phillips Academy Retirement Plan in MA ($323M); by covered participants it is Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in CA (2,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
- Phillips Academy Retirement Plan (MA) $323M · 723
- Retirement Plan of Saratoga Hospital (NY) $322M · 3,206
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan (SC) $325M · 1,710
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) $326M · 4,820
Similar participant headcount
Nearest other-state filings by covered participants (2,958 participants); asset peers above are excluded.
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan (CA) 2,960 · 2 off
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) 2,948 · 10 off
- University of the Pacific Defined Contribution Plan (CA) 2,969 · 11 off
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) 2,943 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.