Plan5500

Henry M. Jackson Foundation For The Advancement Of Military Medicine — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Henry M. Jackson Foundation For The Advancement Of Military Medicine (EIN 52-1317896) is a plan sponsor located in Bethesda, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1317896
Location
Bethesda, MD
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$533.8MSummed across loaded plans$533,793,253
Total reported assets$533.8M$533,793,253
Total reported participants8.9K8,905
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$533.8M total assets
Net assets$533.8MLiabilities$0
Contributions & income
Employer contributions$12.1M
Participant contributions$16.1M
Total income / additions$107M
Expenses & distributions
Benefits paid / distributions$22.6M
Total expenses$23M
Net increase / (decrease)$84.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Henry M. Jackson Foundation Defined Contribution Retirement Plan
Participants per plan4,453Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Henry M. Jackson Foundation Defined Contribution Retirement Plan$533.8M
    Plan #001 · 6,716 participants · 2023
  2. 2
    Henry M Jackson Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 2,189 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Henry M. Jackson Foundation For The Advancement Of Military Medicine
YearPlanParticipantsSchedulesFiling
2023Henry M Jackson Health And Welfare Plan2,189—20240808093040NAL0002747075001
2023Henry M. Jackson Foundation Defined Contribution Retirement Plan6,716H, C20241014162654NAL0013619827001

Related Form 5500 pages