Defined Benefit (Pension) · DOL Form 5500 · 2024
Medstar Health, Inc. Pension Plan
Data updated 2026-08-25
- $601M
- Total assets Above avg plan size
- 1,716
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $350,379
- Avg per participant High balance/head
Official DOL plan name: Medstar Health, Inc. Pension Equity Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance
$601M in assets, 1,716 participants
Medstar Health, Inc.'s Medstar Health, Inc. Pension Equity Plan reported $601M in total assets and 1,716 participants in its 2024 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.
- #16,513 in Healthcare & Social Assistance (16,916 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, $601M for 1,716 participants (~$350,379/participant), up 2.6% in 2024.
- #16,513
- in Healthcare & Social Assistance (16,916 peers)
- +2.6%
- assets growth YoY
- 6.0×
- 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 2024 · DOL Form 5500
$601,250,360 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Medstar Health, Inc. Pension Equity 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. Medstar Health, Inc. Pension Equity Plan lands in the large band (1,716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medstar Health, Inc. Pension Equity Plan reported net income fell from $43M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Medstar Health, Inc. Pension Equity Plan reported participants fell from 1,826 in the plan year 2023 filing to 1,716 in the plan year 2024 filing.
- Medstar Health, Inc. Pension Equity Plan end-of-year assets rose from $586M in the plan year 2023 filing to $601M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 522087445 · Medstar Health, Inc. PY 2024 · Defined Benefit (Pension)
Medstar Health, Inc. Pension Equity Plan · $601M · 1,716 · 98th
- ASSETS $601M
- PCT 1,716
- EIN 98th
- RANK Defined Benefit (Pension)
- PHOTO near Western States Office & Professional Employees Pen
- IND ind #16513
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $586M |
|---|---|
| Net Assets (End of Year) | $601M |
| Net Income | $15M |
| Employer EIN | 522087445 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| 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.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
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 Western States Office & Professional Employees Pen in CA ($601M); by covered participants it is Western Metal Industry Pension Plan in WA (1,716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($601M here).
- Western States Office & Professional Employees Pen (CA) $601M · 629
- Connecticut Laborers' Pension Plan (CT) $601M · 2,401
- America First Credit Union Pension Plan (UT) $600M · 2,645
- Joint Pension Fund Local Union IBEW (NJ) $599M · 2,072
Similar participant headcount
Nearest other-state filings by covered participants (1,716 participants); asset peers above are excluded.
- Western Metal Industry Pension Plan (WA) 1,716 · 0 off
- White Castle Pension Plan and Trust (OH) 1,715 · 1 off
- 32bj Connecticut Pension Fund (NY) 1,710 · 6 off
- Local 153 Pension Fund (NY) 1,722 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.