Medstar Health 401(k) and pension plans

Medstar Health, Inc., Columbia, MD. EIN 52-2087445. Annual reports 2009–2025.

Medstar Health, Inc. has 4 active retirement plans on file. The largest is the Medstar Health, Inc. Retirement Savings Plan, with 45,029 participants and $4.2 billion in assets in 2025. Empower has been its recordkeeper since 2020.

Active plans: 4
Participants: 64,549
Plan assets: $5.6 billion
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Medstar Health, Inc. Retirement Savings Plan

403(b)Active

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

Plan number: 003Employer EIN 52-2087445
Participants (2025): 45,029
Net assets (2025): $4.2 billion
Recordkeeper: EmpowerEarlier: Fidelity (2009–2017)
Plan administrator: Medstar Health, Inc.
10980 Grantchester Way
Columbia, MD 21044
(410) 772-6500As filed for 2025
In effect since: January 1, 1997

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	45,029	$4.2 billion	Empower
2024	42,791	$3.5 billion	Empower
2023	41,662	$3.0 billion	Empower
2022	39,505	$2.4 billion	Empower
2021	38,302	$2.9 billion	Empower
2020	39,620	$2.5 billion	Empower
2019	38,399	$2.3 billion	not listed
2018	36,540	$1.8 billion	not listed
2017	35,614	$1.8 billion	Fidelity
2016	35,371	$1.5 billion	Fidelity
2015	35,177	$1.3 billion	Fidelity
2014	33,955	$1.3 billion	Fidelity
2013	37,472	$1.2 billion	Fidelity
2012	35,175	$934 million	Fidelity
2011	32,415	$768 million	Fidelity
2010	31,211	$690 million	Fidelity
2009	28,980	$536 million	Fidelity

Medstar Affiliates 401(k) Plan

401(k)Active

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

Plan number: 010Employer EIN 52-2087445
Participants (2025): 3,326
Net assets (2025): $125 million
Recordkeeper: EmpowerEarlier: Fidelity (2009–2020)
Plan administrator: Medstar Health, Inc.
10980 Grantchester Way
Columbia, MD 21044
(410) 772-6500As filed for 2025
In effect since: January 1, 1988

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,326	$125 million	Empower
2024	3,015	$106 million	Empower
2023	2,717	$92.6 million	Empower
2022	2,485	$79.8 million	Empower
2021	2,303	$97.5 million	Empower
2020	3,063	$84.7 million	Fidelity
2019	2,666	$72.7 million	Fidelity
2018	2,476	$58.0 million	Fidelity
2017	2,359	$61.1 million	Fidelity
2016	2,336	$50.5 million	Fidelity
2015	2,311	$45.6 million	Fidelity
2014	1,840	$44.6 million	Fidelity
2013	1,627	$43.8 million	Fidelity
2012	1,611	$36.8 million	Fidelity
2011	1,458	$30.4 million	Fidelity
2010	1,278	$29.5 million	Fidelity
2009	1,199	$25.4 million	Fidelity

Medstar Health, Inc. Pension Equity Plan

Cash balance pension, frozenActive

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

Plan number: 001Employer EIN 52-2087445
Participants (2024): 10,668
Net assets (2024): $601 million
Administered by: Fidelity2009–2024
Plan administrator: Medstar Health, Inc.
10980 Grantchester Way
Columbia, MD 21044
(410) 772-6500As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,668	$601 million	Fidelity
2023	10,531	$586 million	Fidelity
2022	10,668	$543 million	Fidelity
2021	10,824	$645 million	Fidelity
2020	10,944	$612 million	Fidelity
2019	11,040	$526 million	Fidelity
2018	11,207	$467 million	Fidelity
2017	11,296	$531 million	Fidelity
2016	11,416	$453 million	Fidelity
2015	11,508	$443 million	Fidelity
2014	11,631	$462 million	Fidelity
2013	11,777	$413 million	Fidelity
2012	11,873	$343 million	Fidelity
2011	12,051	$294 million	Fidelity
2010	12,107	$290 million	Fidelity
2009	12,419	$253 million	Fidelity

Medstar Health, Inc. Cash Balance Retirement Plan