Other · DOL Form 5500 · 2023
Frederick Health, Inc. Retirement Plan
Data updated 2026-08-25
- $283M
- Total assets Near avg plan size
- 3,374
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $83,861
- Avg per participant Below avg balance/head
Official DOL plan name: Frederick Health 403(b) Plan · Sponsored by Frederick Health, Inc. · Maryland · Healthcare & Social Assistance
$283M in assets, 3,374 participants
Frederick Health, Inc.'s Frederick Health 403(b) Plan reported $283M in total assets and 3,374 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.
- #17,040 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Frederick Health 403(b) Plan covers 3,374 participants in Maryland, 3.6x the typical Maryland plan (state average ~929 per filing). Assets: $283M.
- #17,040
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Frederick Health 403(b) Plan's outsized position by total assets
Frederick Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$282,947,880 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
Frederick Health 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. Frederick Health 403(b) Plan lands in the large band (3,374 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Frederick Health 403(b) Plan reported net income rose from -$27M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Frederick Health 403(b) Plan end-of-year assets rose from $240M in the plan year 2022 filing to $283M in the plan year 2023 filing.
- Frederick Health 403(b) Plan reported participants fell from 3,384 in the plan year 2022 filing to 3,374 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520591612 · Frederick Health, Inc. PY 2023 · Other
Frederick Health 403(b) Plan · $283M · 3,374 · 96th
- BOY $283M
- BOY 3,374
- BOY 96th
- BOY Other
- BOY near Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
- BOY ind #17040
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 →
Frederick Health 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $240M |
|---|---|
| Net Assets (End of Year) | $283M |
| Net Income | $43M |
| Employer EIN | 520591612 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frederick Health, Inc.)
Sponsor-wide plan assets over time
All Frederick Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $321M 33.778689562510394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,393 | $240M |
| 2023 | 1 | 3,374 | $283M |
| 2024 | 1 | 3,396 | $321M |
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
Frederick Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan in NH ($284M); by covered participants it is Peckham, Inc. 403(b) Tda Plan in MI (3,388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($283M here).
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) $284M · 2,702
- West Virginia University Medical Corporation 403(b) Plan (WV) $282M · 1,761
- Independent School Collaborative Multiple Employer Plan (NC) $281M · 2,114
- Denison University Retirement Plan (OH) $287M · 1,052
Similar participant headcount
Nearest other-state filings by covered participants (3,374 participants); asset peers above are excluded.
- Peckham, Inc. 403(b) Tda Plan (MI) 3,388 · 14 off
- Overlake Hospital Medical Center 403(b)Retirement Plan (WA) 3,392 · 18 off
- Emanate Health Retirement Plan (CA) 3,353 · 21 off
- Bon Secours Charity Health System Tax Sheltered Annuity Plan (NY) 3,400 · 26 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.