Other · DOL Form 5500 · 2024
Frederick Health, Inc. Retirement Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 3,396
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $94,483
- Avg per participant Below avg balance/head
Official DOL plan name: Frederick Health 403(b) Plan · Sponsored by Frederick Health, Inc. · Maryland · Healthcare & Social Assistance
$321M in assets, 3,396 participants
Frederick Health, Inc.'s Frederick Health 403(b) Plan reported $321M in total assets and 3,396 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,276 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Frederick Health 403(b) Plan covers 3,396 participants in Maryland, 3.7x the typical Maryland plan (state average ~929 per filing). Assets: $321M.
- #16,276
- in Healthcare & Social Assistance (16,916 peers)
- +13.4%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Frederick Health 403(b) Plan's outsized position by total assets
Frederick Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$320,864,908 Top 4% higher than 96% 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
Frederick Health 403(b) 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. Frederick Health 403(b) Plan lands in the large band (3,396 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Frederick Health 403(b) Plan end-of-year assets rose from $283M in the plan year 2023 filing to $321M in the plan year 2024 filing.
- Frederick Health 403(b) Plan reported net income fell from $43M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Frederick Health 403(b) Plan reported participants rose from 3,374 in the plan year 2023 filing to 3,396 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 520591612 · Frederick Health, Inc. PY 2024 · Other
Frederick Health 403(b) Plan · $321M · 3,396 · 96th
- IND $321M
- IND 3,396
- IND 96th
- IND Other
- IND near Occidental College 403(b) Retirement Plan
- IND ind #16276
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 →
Frederick Health 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $283M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | $38M |
| Employer EIN | 520591612 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frederick Health, Inc.)
Sponsor-wide plan assets over time
All Frederick Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $321M 33.778689562510394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,393 | $240M |
| 2023 | 1 | 3,374 | $283M |
| 2024 | 1 | 3,396 | $321M |
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
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- 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
Frederick Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Occidental College 403(b) Retirement Plan in CA ($321M); by covered participants it is Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in GA (3,396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,396 participants); asset peers above are excluded.
- Goodwill of North Georgia, Inc Tax Deferred Annuity Plan (GA) 3,396 · 0 off
- Retirement Income Plan of Englewood Hospital & Medical Center (NJ) 3,393 · 3 off
- Electrical Workers Local 369 Retirement Fund (KY) 3,367 · 29 off
- Fordham University Retirement Plan (NY) 3,437 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.