Other · DOL Form 5500 · 2023
The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. Retirement Plan
Data updated 2026-08-25
- $534M
- Total assets Above avg plan size
- 2,255
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $236,715
- Avg per participant Above avg balance/head
Official DOL plan name: Henry M. Jackson Foundation Defined Contribution Retirement Plan · Sponsored by The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. · Maryland · Professional & Technical Services
$534M in assets, 2,255 participants
The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.'s Henry M. Jackson Foundation Defined Contribution Retirement Plan reported $534M in total assets and 2,255 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.
- #19,980 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Henry M. Jackson Foundation Defined Contribution Retirement Plan covers 2,255 participants in Maryland, 2.4x the typical Maryland plan (state average ~929 per filing). Assets: $534M.
- #19,980
- in Professional & Technical Services (20,321 peers)
- +18.7%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Henry M. Jackson Foundation Defined Contribution Retirement Plan's outsized position by total assets
Henry M. Jackson Foundation Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$533,793,253 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
Henry M. Jackson Foundation Defined Contribution 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. Henry M. Jackson Foundation Defined Contribution Retirement Plan lands in the large band (2,255 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Henry M. Jackson Foundation Defined Contribution Retirement Plan reported net income rose from -$75M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Henry M. Jackson Foundation Defined Contribution Retirement Plan end-of-year assets rose from $450M in the plan year 2022 filing to $534M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521317896 · The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. PY 2023 · Other
Henry M. Jackson Foundation Defined Contribution Retirement Plan · $534M · 2,255 · 98th
- SCH $534M
- EBSA 2,255
- PART 98th
- TYPE Other
- NET near Southeastern Carpenters and Millwrights Pension Plan
- BOOK ind #19980
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 Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $450M |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | $84M |
| Employer EIN | 521317896 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.)
Sponsor-wide plan assets over time
All The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $616M 37.040204893399796% vs 2022
- 2024 filing year
| 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.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Henry M. Jackson Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Southeastern Carpenters and Millwrights Pension Plan in TN ($535M); by covered participants it is Tax-Deferred Annuity Plan for Scope Education Services in NY (2,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($534M here).
- Southeastern Carpenters and Millwrights Pension Plan (TN) $535M · 2,882
- Yale University Matching Retirement Plan (CT) $539M · 6,059
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $541M · 17,854
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) $542M · 7,483
Similar participant headcount
Nearest other-state filings by covered participants (2,255 participants); asset peers above are excluded.
- Tax-Deferred Annuity Plan for Scope Education Services (NY) 2,249 · 6 off
- Southeasthealth Retirement Plan (MO) 2,248 · 7 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 2,263 · 8 off
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) 2,245 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.