Defined Benefit (Pension) · DOL Form 5500 · 2024
Medstar Health, Inc. Pension Plan
Data updated 2026-08-11
- $699M
- Total assets
- 2,130
- Participants
- 98th
- Percentile by assets
- $328,179
- Avg per participant
Official DOL plan name: Medstar Health, Inc. Cash Balance Retirement Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance
$699M in assets, 2,130 participants
Medstar Health, Inc.'s Medstar Health, Inc. Cash Balance Retirement Plan reported $699M in total assets and 2,130 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)
- #16,555 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Medstar Health, Inc. Cash Balance Retirement Plan covers 2,130 participants in Maryland, 2.3x the typical Maryland plan (state average ~929 per filing). Assets: $699M.
- $699M
- total plan assets (2024 EOY)
- 2,130
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $328,179
- avg assets per participant
Where Medstar Health, Inc. Cash Balance Retirement Plan sits by total assets
Medstar Health, Inc. Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$699,021,709 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. Cash Balance Retirement Plan reported net income fell from $39M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Medstar Health, Inc. Cash Balance Retirement Plan reported participants fell from 2,295 in the plan year 2023 filing to 2,130 in the plan year 2024 filing.
- Medstar Health, Inc. Cash Balance Retirement Plan end-of-year assets rose from $680M in the plan year 2023 filing to $699M in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Medstar Health, Inc. Cash Balance Retirement Plan reports 2,130 participants - 2.3x that state average ($699M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $680M |
|---|---|
| Net Assets (End of Year) | $699M |
| Net Income | $19M |
| Employer EIN | 522087445 |
| Plan Effective Date | 1987-01-01 |
| 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. Cash Balance Retirement 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. Cash Balance Retirement Plan by total assets, not by location.
- Pacific Coast Roofers Pension Plan (CA) $700M · 5,493
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $700M · 536
- Bay Area Painters & Tapers Pension Trust (CA) $700M · 3,648
- Northern California Electrical Workers Pension Plan (CA) $697M · 1,593
Frequently Asked Questions
How did Medstar Health, Inc. Cash Balance Retirement Plan assets move in 2024? ▼
How have Medstar Health, Inc. plan assets changed over time? ▼
Where does Medstar Health, Inc. Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Medstar Health, Inc. Cash Balance Retirement Plan? ▼
Next read for Medstar Health, Inc. Cash Balance Retire…
Filing takeaways
Ways to act on Medstar Health, Inc. Cash Balance Retirement Plan's numbers.
- By total assets, Medstar Health, Inc. Cash Balance Retirement 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