Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Baylor Scott & White Health 403(b) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Baylor Scott & White Health · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Baylor Scott & White Health 403(b) Savings Plan holds $488M for 5,602 participants — about $87,048 per participant, down 16.7% over the 2022 plan year.

$488M
total plan assets (2022 EOY)
5,602
covered participants
$87,048
avg assets per participant
-16.7%
assets change YoY

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.

Total Assets (2023)
$488M
Participants
5,602
State
Industry
Healthcare & Social Assistance

What the Filing Says About Baylor Scott & White Health 403(b) Savings Plan

Baylor Scott & White Health 403(b) Savings Plan is a Profit Sharing retirement plan sponsored by Baylor Scott & White Health, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $488M in total end-of-year assets and covers 5,602 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 463130985, and the plan has been effective since 2000-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $585M at the beginning of 2022 to $488M at year-end — a decline of 16.7%. Net assets (after liabilities) closed the year at $487M, with reported net income of $-97,437,228 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$585M
Total Assets (End of Year)$488M
Net Assets (End of Year)$487M
Net Income$-97,437,228
Plan TypeProfit Sharing
Employer EIN463130985
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baylor Scott & White Health)

Year Plans Participants Total Assets
2022 4 46,403 $4.2B
2023 4 50,447 $4.9B
2024 4 52,824 $5.5B

Nearby Profit Sharing Plans in Texas

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Frequently Asked Questions

How much money is in the Baylor Scott & White Health 403(b) Savings Plan?
As of the 2022 Form 5500 filing, Baylor Scott & White Health 403(b) Savings Plan holds $488M in total assets with 5,602 participants. It is sponsored by Baylor Scott & White Health.
What type of plan is Baylor Scott & White Health 403(b) Savings Plan?
Baylor Scott & White Health 403(b) Savings Plan is a Profit Sharing plan. It has been effective since 2000-09-01. The plan is filed with the U.S. Department of Labor under EIN 463130985.
Who sponsors the Baylor Scott & White Health 403(b) Savings Plan?
Baylor Scott & White Health 403(b) Savings Plan is sponsored by Baylor Scott & White Health, located in Texas. The sponsor's EIN is 463130985 and the plan operates in the Healthcare & Social Assistance industry.
How did Baylor Scott & White Health 403(b) Savings Plan perform in 2022?
Baylor Scott & White Health 403(b) Savings Plan declined by 16.7% during 2022, moving from $585M to $488M in total assets. Net income was $-97,437,228.
Where can I find official filings for Baylor Scott & White Health 403(b) Savings Plan?
Official Form 5500 filings for Baylor Scott & White Health 403(b) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 463130985 or plan name at efast.dol.gov.
How does Baylor Scott & White Health 403(b) Savings Plan compare to other plans?
You can compare Baylor Scott & White Health 403(b) Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 463130985.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.