Other · DOL Form 5500 · 2022
Baylor Scott & White Health Retirement Plan
Data updated 2026-08-06
- $488M
- Total assets
- 5,602
- Participants
- 98th
- Percentile by assets
- $87,048
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #19,693 in Healthcare & Social Assistance (20,087 peers)
Coverage in Texas
Baylor Scott & White Health 403(b) Savings Plan covers 5,602 participants in Texas, 8.0x the typical Texas plan (state average ~704 per filing). Assets: $488M.
- $488M
- total plan assets (2022 EOY)
- 5,602
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $87,048
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Baylor Scott & White Health 403(b) Savings Plan reports 5,602 participants - 8.0x that state average ($488M EOY assets).
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)
| 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.
Baylor Scott & White Health 403(b) Savings Plan vs. nearby Other plans in Texas, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $87,048 per participant (64% 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Baylor Scott & White Health 403(b) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Baylor Scott & White Health 403(b) Savings Plan assets move in 2022? ▼
How have Baylor Scott & White Health plan assets changed over time? ▼
Where does Baylor Scott & White Health 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Baylor Scott & White Health 403(b) Savings Plan? ▼
Next read for Baylor Scott & White Health 403(b) Savin…
Filing takeaways
Ways to act on Baylor Scott & White Health 403(b) Savings Plan's numbers.
- By total assets, Baylor Scott & White Health 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Baylor Scott & White Health's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans