Other · DOL Form 5500 · 2024
Medstar Health, Inc. Retirement Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 32,983
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $104,758
- Avg per participant Below avg balance/head
Official DOL plan name: Medstar Health, Inc. Retirement Savings Plan · Sponsored by Medstar Health, Inc. · Maryland · Healthcare & Social Assistance
$3.5B in assets, 32,983 participants
Medstar Health, Inc.'s Medstar Health, Inc. Retirement Savings Plan reported $3.5B in total assets and 32,983 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,862 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Medstar Health, Inc. Retirement Savings Plan covers 32,983 participants in Maryland, 35x the typical Maryland plan (state average ~929 per filing). Assets: $3.5B.
- #16,862
- in Healthcare & Social Assistance (16,916 peers)
- +16.5%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Medstar Health, Inc. Retirement Savings Plan's outsized position by total assets
Medstar Health, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,455,227,180 Highest reported value at or above every one 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. Retirement Savings Plan's mega-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. Retirement Savings Plan is a mega filing (32,983 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medstar Health, Inc. Retirement Savings Plan end-of-year assets rose from $3.0B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
- Medstar Health, Inc. Retirement Savings Plan reported net income fell from $522M in the plan year 2023 filing to $490M in the plan year 2024 filing.
- Medstar Health, Inc. Retirement Savings Plan reported participants rose from 31,642 in the plan year 2023 filing to 32,983 in the plan year 2024 filing.
DOL schedule card
Filing strip 522087445 · Medstar Health, Inc. PY 2024 · Other
Medstar Health, Inc. Retirement Savings Plan · $3.5B · 32,983 · 100th
- 5500 $3.5B
- ASSETS 32,983
- PCT 100th
- EIN Other
- RANK near Beth Israel Lahey 403(b) Retirement Savings Plan
- PHOTO ind #16862
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. Retirement Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $3.0B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $490M |
| Employer EIN | 522087445 |
| Plan Effective Date | 1997-01-01 |
| 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 Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
- Johns Hopkins Health System Corporation 403(b) Plan $1.3B · 17,081
Scale composition for Medstar Health, Inc. Retirement Savings Plan
Medstar Health, Inc. Retirement Savings Plan reports $3.5B in end-of-year assets across 32,983 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $104,758 per participant (76% of the national average assets-per-participant) . Net income for plan year 2024 was $490M.
This plan identity (EIN 522087445, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.4B to $3.5B (+41.5%) while covered participants moved from 30,441 to 32,983 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 30,441 | $2.4B | Open filing |
| 2023 | 31,642 | $3.0B | Open filing |
| 2024 · index core | 32,983 | $3.5B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Medstar Health, Inc. Cash Balance Retirement Plan (Defined Benefit (Pension), $699M, 2,130 participants)
- Medstar Health, Inc. Pension Equity Plan (Defined Benefit (Pension), $601M, 1,716 participants)
- Medstar Affiliates 401(k) Plan (401(k), $106M, 2,060 participants)
Medstar Health, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Beth Israel Lahey 403(b) Retirement Savings Plan in MA ($3.5B); by covered participants it is Ochsner Clinic Foundation 403(b) Plan in LA (32,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Beth Israel Lahey 403(b) Retirement Savings Plan (MA) $3.5B · 33,591
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $3.6B · 43,405
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) $3.3B · 33,543
- Nyu Langone Health 403(b) Plan (NY) $3.6B · 32,992
Similar participant headcount
Nearest other-state filings by covered participants (32,983 participants); asset peers above are excluded.
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,975 · 8 off
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) 32,299 · 684 off
- Vanderbilt University Medical Center Retirement Plan (TN) 31,810 · 1,173 off
- Beaumont Health 403(b) Retirement Savings Plan (MI) 34,160 · 1,177 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.