Other · DOL Form 5500 · 2024

Mary Washington Healthcare Retirement Plan

Data updated 2026-08-25

$400M
Total assets Above avg plan size
3,165
Participants Above avg headcount
97th
Percentile by assets National rank
$126,489
Avg per participant Near avg balance/head
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Official DOL plan name: Mary Washington Healthcare 403(b) Plan · Sponsored by Mary Washington Healthcare · Virginia · Healthcare & Social Assistance

$400M in assets, 3,165 participants

Mary Washington Healthcare's Mary Washington Healthcare 403(b) Plan reported $400M in total assets and 3,165 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,363 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Mary Washington Healthcare 403(b) Plan covers 3,165 participants in Virginia, 4.0x the typical Virginia plan (state average ~782 per filing). Assets: $400M.

#16,363
in Healthcare & Social Assistance (16,916 peers)
+24.0%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Mary Washington Healthcare 403(b) Plan's outsized position by total assets

Mary Washington Healthcare 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$400,337,449 Top 3% higher than 97% of 123,620 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 2024

Mary Washington Healthcare 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mary Washington Healthcare 403(b) Plan lands in the large band (3,165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mary Washington Healthcare 403(b) Plan reported net income rose from $57M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Mary Washington Healthcare 403(b) Plan end-of-year assets rose from $323M in the plan year 2023 filing to $400M in the plan year 2024 filing.
  • Mary Washington Healthcare 403(b) Plan reported participants rose from 2,958 in the plan year 2023 filing to 3,165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541240646 · Mary Washington Healthcare PY 2024 · Other

Mary Washington Healthcare 403(b) Plan · $400M · 3,165 · 97th

  • SCH $400M
  • SCH 3,165
  • SCH 97th
  • SCH Other
  • SCH near Jefferson Health New Jersey 403(b) Plan
  • SCH ind #16363

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 Virginia →

Mary Washington Healthcare 403(b) Plan in the asset neighbourhood

Swedishamerican 403(b) Incentivesaver PlanSwedishamerican 403(b) Incen…$402MCollege of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement PlanCollege of the Holy Cross 40…$402MMary Washington Healthcare 403(b) PlanMary Washington Healthcare 4…$400MJefferson Health New Jersey 403(b) PlanJefferson Health New Jersey …$400MAmerican Heart Association, Inc. 403(b) Pension PlanAmerican Heart Association, …$398M
End-of-year total assets ($M) among Mary Washington Healthcare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$323M
Net Assets (End of Year)$400M
Net Income$77M
Employer EIN541240646
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Washington Healthcare)

Sponsor-wide plan assets over time

All Mary Washington Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$529M 9.885628858152803% vs 2022
2024 filing year
$460M$480M$500M$520M$540M$560M 202220232024 $481M $529M ▲ +9.9%
Year Plans Participants Total Assets
2022 3 5,508 $481M
2023 3 5,161 $537M
2024 3 5,154 $529M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Mary Washington Healthcare 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0246 Total assets ($B) Participants Mary Washington Healthcare 403(b) Plan, Total assets ($B): 0.400337449 · Participants: 3165Mary Washington Healthcare 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Mary Washington Healthcare 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants

Mary Washington Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Jefferson Health New Jersey 403(b) Plan in PA ($400M); by covered participants it is Villanova University Retirement Savings Plan in PA (3,166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mary Washington Healthcare 403(b) Plan assets move in 2024?
Mary Washington Healthcare 403(b) Plan grew sharply - up 24.0% during 2024, from $323M to $400M. Reported net income was $77M.
How have Mary Washington Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Mary Washington Healthcare's sponsor-wide assets grew 9.9%, from $481M to $529M.
Where does Mary Washington Healthcare 403(b) Plan rank by assets among Form 5500 filers?
Mary Washington Healthcare 403(b) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Mary Washington Healthcare 403(b) Plan?
Among Other plans in other states, the closest by assets is Jefferson Health New Jersey 403(b) Plan in PA ($400M, 5,069 participants).
Which Other plans cover a similar participant headcount to Mary Washington Healthcare 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Villanova University Retirement Savings Plan in PA (3,166 participants, $1.2B in assets).