Mary Washington Healthcare 401(k) and pension plans

Mary Washington Healthcare, Fredericksburg, VA. EIN 54-1240646. Annual reports 2009–2025. Also filed as Marywashingtonhealthcare.

Mary Washington Healthcare has 3 active retirement plans on file. The largest is the Mary Washington Healthcare 401(k) Plan, with 44 participants and $212,400 in assets in 2025. Fidelity has been its recordkeeper since 2020.

Active plans: 3
Participants: 6,011
Plan assets: $529 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Mary Washington Healthcare 401(k) Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 54-1240646
Participants (2025): 44
Net assets (2025): $212,400
Recordkeeper: FidelityEarlier: Transamerica (2012–2019), Lincoln Financial (2009–2010)
Plan administrator: Mary Washington Healthcare
1340 Central Park BLVD, Suite 100
Fredericksburg, VA 22401
(540) 741-2500As filed for 2025
In effect since: January 1, 1992

Earlier plan names: The Supplemental Retirement Plan of Medicorp Health System - Medicorp Services, Inc. 401(k).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	44	$212,400	not listed
2024	50	$269,754	Fidelity
2023	2,812	$90.1 million	Fidelity
2022	2,821	$83.3 million	Fidelity
2021	3,269	$108 million	Fidelity
2020	3,267	$93.3 million	Fidelity
2019	4,899	$88.9 million	Transamerica
2018	4,815	$76.2 million	Transamerica
2017	4,688	$83.5 million	Transamerica
2016	4,652	$74.6 million	Transamerica
2015	5,845	$71.5 million	Transamerica
2014	6,179	$75.5 million	Transamerica
2013	6,345	$74.6 million	Transamerica
2012	6,428	$64.1 million	Transamerica
2011	5,400	$51.8 million	not listed
2010	5,966	$48.7 million	Lincoln Financial
2009	6,631	$41.5 million	Lincoln Financial

Mary Washington Healthcare 403(b) Plan

403(b)Active

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

Plan number: 003Employer EIN 54-1240646
Participants (2024): 4,415
Net assets (2024): $400 million
Recordkeeper: FidelityEarlier: Transamerica (2012–2019), Lincoln Financial (2009–2010)
Plan administrator: Mary Washington Healthcare
1340 Central Park BLVD, Suite 100
Fredericksburg, VA 22401
(540) 741-2500As filed for 2024
In effect since: January 1, 1992

Earlier plan names: The 403(b) Supplemental Retirement Plan of MWH Medicorp.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,415	$400 million	Fidelity
2023	4,993	$323 million	Fidelity
2022	4,920	$265 million	Fidelity
2021	4,304	$314 million	Fidelity
2020	5,551	$266 million	Fidelity
2019	5,250	$230 million	Transamerica
2018	5,275	$186 million	Transamerica
2017	5,376	$196 million	Transamerica
2016	4,928	$172 million	Transamerica
2015	6,976	$159 million	Transamerica
2014	6,947	$165 million	Transamerica
2013	7,379	$160 million	Transamerica
2012	7,239	$131 million	Transamerica
2011	6,815	$117 million	not listed
2010	7,080	$116 million	Lincoln Financial
2009	6,798	$96.9 million	Lincoln Financial

Mary Washington Healthcare Defined Benefit Retirement Plan

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 54-1240646
Participants (2024): 1,552
Net assets (2024): $128 million
Administered by: Principal BankEarlier: Principal (2020–2021), Transamerica (2017–2019), Wells Fargo (2016), Transamerica (2014–2015)
Plan administrator: The Retirement Committee Mary Washington Healthcare
1001 Sam Perry Boulevard
Fredericksburg, VA 22401
(540) 741-2500As filed for 2024
In effect since: January 1, 1965

Earlier sponsor: Marywashingtonhealthcare (2009–2010).

Earlier plan names: Mary Washington Healthcare Defined Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,552	$128 million	Principal Bank
2023	1,579	$124 million	Principal Bank
2022	2,141	$132 million	Principal Bank
2021	2,172	$166 million	Principal
2020	2,195	$152 million	Principal
2019	2,226	$136 million	Transamerica
2018	2,239	$116 million	Transamerica
2017	2,267	$129 million	Transamerica
2016	2,508	$122 million	Wells Fargo
2015	2,819	$122 million	Transamerica
2014	2,843	$125 million	Transamerica
2013	2,865	$122 million	not listed
2012	2,896	$112 million	not listed
2010	2,940	$109 million	not listed
2009	2,968	$99.2 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Mary Washington Healthcare 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.
Or call the plan administrator listed on the plan below ((540) 741-2500). That number was filed for 2025; ask for the benefits or retirement plan office.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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