Defined Benefit (Pension) · DOL Form 5500 · 2023

Medstar Health, Inc. Pension Plan

Data updated 2026-08-25

$586M
Total assets Above avg plan size
1,826
Participants Near avg headcount
98th
Percentile by assets National rank
$320,957
Avg per participant High balance/head
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Official DOL plan name: Medstar Health, Inc. Pension Equity Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance

$586M in assets, 1,826 participants

Medstar Health, Inc.'s Medstar Health, Inc. Pension Equity Plan reported $586M in total assets and 1,826 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.

  • #17,305 in Healthcare & Social Assistance (17,684 peers)

Where Medstar Health, Inc. Pension Equity Plan sits by assets

Medstar Health, Inc. Pension Equity Plan sits in the top 5% of all filed plans by assets, $586M for 1,826 participants (~$320,957/participant), up 7.9% in 2023.

#17,305
in Healthcare & Social Assistance (17,684 peers)
+7.9%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Medstar Health, Inc. Pension Equity Plan's outsized position by total assets

Medstar Health, Inc. Pension Equity Plan vs every filed plan by assets

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

$586,068,046 Top 2% higher than 98% 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

Medstar Health, Inc. Pension Equity 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. Pension Equity Plan lands in the large band (1,826 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medstar Health, Inc. Pension Equity Plan reported net income rose from -$101M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Medstar Health, Inc. Pension Equity Plan end-of-year assets rose from $543M in the plan year 2022 filing to $586M in the plan year 2023 filing.
  • Medstar Health, Inc. Pension Equity Plan reported participants fell from 1,971 in the plan year 2022 filing to 1,826 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522087445 · Medstar Health, Inc. PY 2023 · Defined Benefit (Pension)

Medstar Health, Inc. Pension Equity Plan · $586M · 1,826 · 98th

  • EIN $586M
  • RANK 1,826
  • PHOTO 98th
  • IND Defined Benefit (Pension)
  • EOY near Arconic Corp. Pension Plan a
  • 5500 ind #17305

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. Pension Equity Plan in the asset neighbourhood

Local 338 Retirement Fund$588MRhode Island Energy Retirement PlanRhode Island Energy Retireme…$587MPfizer Consolidated Pension Plan for Employees Resident in Puerto RicoPfizer Consolidated Pension …$587MArconic Corp. Pension Plan a$587MMedstar Health, Inc. Pension Equity PlanMedstar Health, Inc. Pension…$586M
End-of-year total assets ($M) among Medstar Health, Inc. Pension Equity 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)$543M
Net Assets (End of Year)$586M
Net Income$43M
Employer EIN522087445
Plan Effective Date1989-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B 202220232024 $3.71B $4.86B ▲ +31.0%
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.

Medstar Health, Inc. Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Medstar Health, Inc. Pension Equity Plan, Total assets ($B): 0.586068046 · Participants: 1826Medstar Health, Inc. Pension Equity PlanNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Medstar Health, Inc. Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Medstar Health, Inc. Pension Equity Plan side-by-side with 3 peers →

Medstar Health, Inc. Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Arconic Corp. Pension Plan a in PA ($587M); by covered participants it is Group Retirement Income Plan No. 8 in IL (1,827 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($586M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,826 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 Medstar Health, Inc. Pension Equity Plan assets move in 2023? ▼
Medstar Health, Inc. Pension Equity Plan grew at a solid clip - up 7.9% during 2023, from $543M to $586M. Reported net income was $43M.
How have Medstar Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medstar Health, Inc.'s sponsor-wide assets grew 31.2%, from $3.7B to $4.9B.
Where does Medstar Health, Inc. Pension Equity Plan rank by assets among Form 5500 filers? ▼
Medstar Health, Inc. Pension Equity Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Medstar Health, Inc. Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arconic Corp. Pension Plan a in PA ($587M, 478 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Medstar Health, Inc. Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Group Retirement Income Plan No. 8 in IL (1,827 participants, $668M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522087445.

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.