Other · DOL Form 5500 · 2023

The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. Retirement Plan

Data updated 2026-08-11

$534M
Total assets: 2,255
Participants: 98th
Percentile by assets: $236,715
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$534M
total plan assets (2023 EOY): 2,255
covered participants: 98th
percentile by assets (of 127,072 plans): $236,715
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Maryland

Industry

Professional & Technical Services

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Henry M. Jackson Foundation Defined Contribution Retirement Plan reports 2,255 participants - 2.4x that state average ($534M EOY assets).

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.)

Total plan assets by year, all The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. plans on file

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.

Henry M. Jackson Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants

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

Compare Henry M. Jackson Foundation Defined Cont… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Henry M. Jackson Foundation Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Henry M. Jackson Foundation Defined Contribution Retirement Plan assets move in 2023? ▼

Henry M. Jackson Foundation Defined Contribution Retirement Plan grew sharply - up 18.7% during 2023, from $450M to $534M. Reported net income was $84M.

How have The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.'s sponsor-wide assets grew 37.0%, from $450M to $616M.

Where does Henry M. Jackson Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Henry M. Jackson Foundation Defined Contribution Retirement 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 Other plans are similar in size to Henry M. Jackson Foundation Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Southeastern Carpenters and Millwrights Pension Plan in TN ($535M, 2,882 participants).

Next read for Henry M. Jackson Foundation Defined Cont…

Filing takeaways

Ways to act on Henry M. Jackson Foundation Defined Contribution Retirement Plan's numbers.

By total assets, Henry M. Jackson Foundation Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
The Henry M. Jackson Foundation for the Adv of Military Medicine, Inc.'s sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 521317896.