Other · DOL Form 5500 · 2022
Baylor Scott & White Health Retirement Plan
Data updated 2026-08-25
- $488M
- Total assets Above avg plan size
- 5,602
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $87,048
- Avg per participant Below avg balance/head
Official DOL plan name: Baylor Scott & White Health 403(b) Savings Plan · Sponsored by Baylor Scott & White Health · Texas · Healthcare & Social Assistance
$488M in assets, 5,602 participants
Baylor Scott & White Health's Baylor Scott & White Health 403(b) Savings Plan reported $488M in total assets and 5,602 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,666 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Baylor Scott & White Health 403(b) Savings Plan covers 5,602 participants in Texas, 8.1x the typical Texas plan (state average ~688 per filing). Assets: $488M.
- #19,666
- in Healthcare & Social Assistance (20,060 peers)
- -16.7%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $97M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baylor Scott & White Health 403(b) Savings Plan's outsized position by total assets
Baylor Scott & White Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$487,645,302 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Baylor Scott & White Health 403(b) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baylor Scott & White Health 403(b) Savings Plan lands in the large band (5,602 participants).
Published 5500 schedule card
Filing strip 463130985 · Baylor Scott & White Health PY 2022 · Other
Baylor Scott & White Health 403(b) Savings Plan · $488M · 5,602 · 98th
- RANK $488M
- PHOTO 5,602
- IND 98th
- EOY Other
- 5500 near The Cna Corporation Retirement Plan
- ASSETS ind #19666
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 Texas →
Baylor Scott & White Health 403(b) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | -$97M |
| Employer EIN | 463130985 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baylor Scott & White Health)
Sponsor-wide plan assets over time
All Baylor Scott & White Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.5B 33.54846425594446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 46,403 | $4.2B |
| 2023 | 4 | 50,447 | $4.9B |
| 2024 | 4 | 52,824 | $5.5B |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Scale composition for Baylor Scott & White Health 403(b) Savings Plan
Baylor Scott & White Health 403(b) Savings Plan reports $488M in end-of-year assets across 5,602 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $87,048 per participant (63% of the national average assets-per-participant) . Net income for plan year 2022 was -$97M.
This plan identity (EIN 463130985, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $488M to $647M (+32.8%) while covered participants moved from 5,602 to 5,066 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,602 | $488M | This page |
| 2023 | 5,360 | $580M | Open filing |
| 2024 · index core | 5,066 | $647M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Baylor Scott & White Health Retirement Savings Plan (401(k), $4.7B, 45,398 participants)
- Baylor Scott & White Health 403(b) Savings Plan (401(k), $647M, 5,066 participants)
- Baylor Affiliated Services Retirement Savings Plan (401(k), $236M, 2,322 participants)
Baylor Scott & White Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Cna Corporation Retirement Plan in VA ($488M); by covered participants it is Dialysis Clinic, Inc. Thrift Plan in TN (5,615 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($488M here).
- The Cna Corporation Retirement Plan (VA) $488M · 665
- Beacon Retirement Savings 403(b) Plan (IN) $489M · 7,114
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $490M · 19,960
- Florida Health Sciences Center 403(b) Savings Plan (FL) $490M · 8,180
Similar participant headcount
Nearest other-state filings by covered participants (5,602 participants); asset peers above are excluded.
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,615 · 13 off
- Virginia Mason Medical Center 403(b) Plan (WA) 5,560 · 42 off
- Roper St. Francis Healthcare 403(b) Plan (SC) 5,671 · 69 off
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) 5,523 · 79 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.