Defined Benefit (Pension) · DOL Form 5500 · 2024
Medstar Health, Inc. Pension Plan
Data updated 2026-08-11
- $601M
- Total assets
- 1,716
- Participants
- 98th
- Percentile by assets
- $350,379
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $601M
- total plan assets (2024 EOY)
- 1,716
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $350,379
- avg assets per participant
Where Medstar Health, Inc. Pension Equity Plan sits 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
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.
Medstar Health, Inc. Pension Equity Plan vs the 2024 asset distribution
By assets, Medstar Health, Inc. Pension Equity Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.0x the national average plan size of $100M (721 average participants).
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.)
| 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.
Medstar Health, Inc. Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Medstar Health, Inc. Pension Equity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Medstar Health, Inc. Pension Equity Plan assets move in 2024? ▼
How have Medstar Health, Inc. plan assets changed over time? ▼
Where does Medstar Health, Inc. Pension Equity Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Medstar Health, Inc. Pension Equity Plan? ▼
Next read for Medstar Health, Inc. Pension Equity Plan
Scale reading
Ways to act on Medstar Health, Inc. Pension Equity Plan's numbers.
- By total assets, Medstar Health, Inc. Pension Equity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
- Medstar Health, Inc.'s sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans