Other · DOL Form 5500 · 2022
Mclennan County Medical Education & Research Foundation Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 585
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $27,453
- Avg per participant Low balance/head
Official DOL plan name: Family Health Center 403(b) Plan · Sponsored by Mclennan County Medical Education & Research Foundation · Texas · Healthcare & Social Assistance
$16M in assets, 585 participants
Mclennan County Medical Education & Research Foundation's Family Health Center 403(b) Plan reported $16M in total assets and 585 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,658 in Healthcare & Social Assistance (20,060 peers)
Mclennan County Medical Education & Research Foundation multi-year trail
Mclennan County Medical Education & Research Foundation's plans moved +31.1% in assets from 2022 to 2024; this filing shows Family Health Center 403(b) Plan at $16M / 585 participants.
- #15,658
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family Health Center 403(b) Plan's outsized position by total assets
Family Health Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,060,273 Top 26% higher than 74% 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
Family Health Center 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Health Center 403(b) Plan sits mid-pack in the medium band (585 participants).
Plan-year Form 5500 strip
Filing strip 741873453 · Mclennan County Medical Education & Research Foundation PY 2022 · Other
Family Health Center 403(b) Plan · $16M · 585 · 74th
- SCH $16M
- SCH 585
- SCH 74th
- SCH Other
- SCH near Knight Foundation Section 403(b) Plan
- SCH ind #15658
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 →
Family Health Center 403(b) Plan in the asset neighbourhood
Mclennan County Medical Education & Research Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Mclennan County Medical Education & Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 31.10007339212673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,171 | $40M |
| 2023 | 2 | 1,205 | $48M |
| 2024 | 2 | 1,347 | $53M |
Mclennan County Medical Education & Research Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 741873453 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Family Health Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Knight Foundation Section 403(b) Plan in FL ($16M); by covered participants it is Aui Supplemental Retirement Annuity Plan in DC (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.
- Aui Supplemental Retirement Annuity Plan (DC) 585 · 0 off
- Seattle Symphony Savings Plan (WA) 584 · 1 off
- Ub Foundation Activities, Inc Retirement Plan (NY) 584 · 1 off
- Boston Healthcare for the Homeless 403(b) Retirement Plan (MA) 586 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.