Defined Benefit (Pension) · DOL Form 5500 · 2023
Medstar Health, Inc. Pension Plan
Data updated 2026-08-25
- $680M
- Total assets Above avg plan size
- 2,295
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $296,319
- Avg per participant High balance/head
Official DOL plan name: Medstar Health, Inc. Cash Balance Retirement Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance
$680M in assets, 2,295 participants
Medstar Health, Inc.'s Medstar Health, Inc. Cash Balance Retirement Plan reported $680M in total assets and 2,295 participants in its 2023 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.
- #17,363 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Medstar Health, Inc. Cash Balance Retirement Plan covers 2,295 participants in Maryland, 2.5x the typical Maryland plan (state average ~929 per filing). Assets: $680M.
- #17,363
- in Healthcare & Social Assistance (17,684 peers)
- +6.2%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
Medstar Health, Inc. Cash Balance Retirement Plan's outsized position by total assets
Medstar Health, Inc. Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$680,051,654 Top 2% higher than 98% 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
Medstar Health, Inc. Cash Balance Retirement 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. Medstar Health, Inc. Cash Balance Retirement Plan lands in the large band (2,295 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Medstar Health, Inc. Cash Balance Retirement Plan reported net income rose from -$133M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Medstar Health, Inc. Cash Balance Retirement Plan reported participants fell from 2,467 in the plan year 2022 filing to 2,295 in the plan year 2023 filing.
- Medstar Health, Inc. Cash Balance Retirement Plan end-of-year assets rose from $641M in the plan year 2022 filing to $680M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 522087445 · Medstar Health, Inc. PY 2023 · Defined Benefit (Pension)
Medstar Health, Inc. Cash Balance Retirement Plan · $680M · 2,295 · 98th
- RANK $680M
- PHOTO 2,295
- IND 98th
- EOY Defined Benefit (Pension)
- 5500 near Texas Children's Hospital Cash Balance Pension Plan
- ASSETS ind #17363
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 Maryland →
Medstar Health, Inc. Cash Balance Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $641M |
|---|---|
| Net Assets (End of Year) | $680M |
| Net Income | $39M |
| Employer EIN | 522087445 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medstar Health, Inc.)
Sponsor-wide plan assets over time
All Medstar Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.9B 31.18544703560262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 36,796 | $3.7B |
| 2023 | 4 | 37,800 | $4.3B |
| 2024 | 4 | 38,889 | $4.9B |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Medstar Health, Inc. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Texas Children's Hospital Cash Balance Pension Plan in TX ($679M); by covered participants it is 2018 US Graphic Packaging International Pension Plan in GA (2,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($680M here).
- Texas Children's Hospital Cash Balance Pension Plan (TX) $679M · 12,128
- Sharpsaver Retirement Plan (CA) $679M · 13,460
- Johnson & Johnson Retirement Plan for Puerto Rico Employees (NJ) $678M · 3,592
- Ti Employees Pension Plan (TX) $678M · 1,685
Similar participant headcount
Nearest other-state filings by covered participants (2,295 participants); asset peers above are excluded.
- 2018 US Graphic Packaging International Pension Plan (GA) 2,294 · 1 off
- Electrical Workers Local No. 292 Pension Plan (MN) 2,293 · 2 off
- National Integrated Group Pension Plan (PA) 2,291 · 4 off
- Employees' Retirement Plan of Stihl, Incorporated (VA) 2,303 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.