Frederick Health pension plans

Frederick Health, Inc., Frederick, MD. EIN 52-0591612. Annual reports 2009–2024. Also filed as Frederick Memorial Hospital, Inc.; Frederick Health Hospital.

Frederick Health, Inc. has one active retirement plan on file, the Frederick Health 403(b) Plan, with 4,368 participants and $321 million in assets in 2024. Principal has been its recordkeeper since 2019.

Active plans
1
Participants
4,368
Plan assets
$321 million
401(k) recordkeeper
Principal
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Frederick Health 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 52-0591612
Participants (2024)
4,368
Net assets (2024)
$321 million
Recordkeeper
PrincipalEarlier: Transamerica (2009–2018)
Plan administrator
Frederick Health, Inc.
400 West Seventh Street
Frederick, MD 21701
(240) 566-3251As filed for 2024
In effect since
July 1, 1998

Earlier sponsors: Frederick Memorial Hospital, Inc. (2009–2018); Frederick Health Hospital (2019).

Earlier plan names: Frederick Memorial Hospital, Inc. 403B Plan; Frederick Memorial Hospital, Inc. 403(b) Plan; Frederick Health Hospital 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,368$321 millionPrincipal
20234,307$283 millionPrincipal
20224,283$240 millionPrincipal
20214,227$267 millionPrincipal
20204,041$234 millionPrincipal
20193,500$197 millionPrincipal
20183,221$164 millionTransamerica
20173,137$170 millionTransamerica
20162,992$145 millionTransamerica
20153,087$134 millionTransamerica
20143,022$135 millionTransamerica
20133,201$130 millionTransamerica
20123,271$105 millionTransamerica
20113,153$86.6 millionTransamerica
20103,448$80.3 millionTransamerica
20092,850$63.7 millionTransamerica

Frederick Health Retirement Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 52-0591612
Participants (2021)
1,075
Net assets (2021)
$55.7 million
Administered by
PrincipalEarlier: Transamerica (2014–2017)
Plan administrator
Frederick Health Hospital
400 West Seventh ST.
Frederick, MD 21701
(240) 566-3300As filed for 2022
In effect since
July 1, 1971

Earlier sponsor: Frederick Memorial Hospital, Inc. (2009–2018).

Earlier plan names: Frederick Memorial Hospital, Inc. Retirement Plan; Frederick Health Hospital Retirement Plan.

Year by year, 2009 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20220$0Principal
20211,075$55.7 millionPrincipal
20201,072$53.7 millionPrincipal
20191,074$51.3 millionPrincipal
20181,104$43.7 millionnot listed
20171,088$38.1 millionTransamerica
20161,446$52.2 millionTransamerica
20151,948$62.1 millionTransamerica
20142,462$70.1 millionTransamerica
20132,482$68.7 millionnot listed
20122,548$64.2 millionnot listed
20112,601$56.8 millionnot listed
20102,687$56.1 millionnot listed
20092,747$51.6 millionnot listed

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the Frederick Health 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((240) 566-3251). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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