Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Medstar Health, Inc. Pension Equity Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Medstar Health, Inc. ยท Maryland ยท Healthcare & Social Assistance

What the 2023 filing shows

Medstar Health, Inc. Pension Equity Plan holds $601M for 1,716 participants - about $350,379 per participant, up 2.6% over the 2024 plan year.

$601M
total plan assets (2024 EOY)
1,716
covered participants
$350,379
avg assets per participant
+2.6%
assets growth YoY
Total Assets (2023)
$601M
Participants
1,716
State
Industry
Healthcare & Social Assistance

What the Filing Says About Medstar Health, Inc. Pension Equity Plan

Medstar Health, Inc. Pension Equity Plan is a Defined Benefit (Pension) retirement plan sponsored by Medstar Health, Inc., headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $601M in total end-of-year assets and covers 1,716 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 522087445, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $586M at the beginning of 2024 to $601M at year-end โ€” a gain of 2.6%. Net assets (after liabilities) closed the year at $601M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$586M
Total Assets (End of Year)$601M
Net Assets (End of Year)$601M
Net Income$15M
Plan TypeDefined Benefit (Pension)
Employer EIN522087445
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medstar Health, Inc.)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Medstar Health, Inc. Pension Equity Plan?
As of the 2024 Form 5500 filing, Medstar Health, Inc. Pension Equity Plan holds $601M in total assets with 1,716 participants. It is sponsored by Medstar Health, Inc..
What type of plan is Medstar Health, Inc. Pension Equity Plan?
Medstar Health, Inc. Pension Equity Plan is a Defined Benefit (Pension) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 522087445.
Who sponsors the Medstar Health, Inc. Pension Equity Plan?
Medstar Health, Inc. Pension Equity Plan is sponsored by Medstar Health, Inc., located in Maryland. The sponsor's EIN is 522087445 and the plan operates in the Healthcare & Social Assistance industry.
How did Medstar Health, Inc. Pension Equity Plan perform in 2024?
Medstar Health, Inc. Pension Equity Plan grew by 2.6% during 2024, moving from $586M to $601M in total assets. Net income was $15M.
Where can I find official filings for Medstar Health, Inc. Pension Equity Plan?
Official Form 5500 filings for Medstar Health, Inc. Pension Equity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522087445 or plan name at efast.dol.gov.
How does Medstar Health, Inc. Pension Equity Plan compare to other plans?
You can compare Medstar Health, Inc. Pension Equity Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 522087445.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.