Defined Benefit (Pension) · DOL Form 5500 · 2024
Medstar Health, Inc. Pension Plan
Data updated 2026-08-25
- $699M
- Total assets Above avg plan size
- 2,130
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $328,179
- Avg per participant High balance/head
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.
- #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.
- #16,555
- in Healthcare & Social Assistance (16,916 peers)
- +2.8%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
Medstar Health, Inc. Cash Balance Retirement Plan's outsized position 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
Medstar Health, Inc. Cash Balance Retirement 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. Cash Balance Retirement Plan lands in the large band (2,130 participants).
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.
Published 5500 schedule card
Filing strip 522087445 · Medstar Health, Inc. PY 2024 · Defined Benefit (Pension)
Medstar Health, Inc. Cash Balance Retirement Plan · $699M · 2,130 · 98th
- BOOK $699M
- VS-ST 2,130
- BOY 98th
- SCH Defined Benefit (Pension)
- EBSA near Pacific Coast Roofers Pension Plan
- PART ind #16555
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. Cash Balance Retirement Plan in the asset neighbourhood
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.)
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. Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Pacific Coast Roofers Pension Plan in CA ($700M); by covered participants it is Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United in NY (2,130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($699M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,130 participants); asset peers above are excluded.
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United (NY) 2,130 · 0 off
- Altria Retirement Plan (VA) 2,132 · 2 off
- Entergy Corporation Cash Balance Plan for Bargaining Employees (LA) 2,133 · 3 off
- Nisource Pension Plan (IN) 2,133 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.