401(k) · DOL Form 5500 · 2022
Methodist Retirement Communities 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 606
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $13,709
- Avg per participant Low balance/head
Official DOL plan name: Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan · Sponsored by Methodist Retirement Communities · Texas · Healthcare & Social Assistance
$8M in assets, 606 participants
Methodist Retirement Communities's Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan reported $8M in total assets and 606 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,407 in Healthcare & Social Assistance (20,060 peers)
Methodist Retirement Communities multi-year trail
Methodist Retirement Communities's plans moved +45.7% in assets from 2022 to 2024; this filing shows Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan at $8M / 606 participants.
- #13,407
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $986K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,307,546 Top 39% higher than 61% 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
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) 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. Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan sits mid-pack in the medium band (606 participants).
Published 5500 schedule card
Filing strip 741403088 · Methodist Retirement Communities PY 2022 · 401(k)
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan · $8M · 606 · 61st
- VS-ST $8M
- VS-ST 606
- VS-ST 61st
- VS-ST 401(k)
- VS-ST near Abode Communities 401(k) Profit Sharing Plan and Trust
- VS-ST ind #13407
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 →
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan in the asset neighbourhood
Methodist Retirement Communities multi-year asset trail
Sponsor-wide plan assets over time
All Methodist Retirement Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 45.68713793459585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $8M |
| 2023 | 1 | 616 | $10M |
| 2024 | 1 | 1,010 | $12M |
Methodist Retirement Communities filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$986K |
| Employer EIN | 741403088 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Abode Communities 401(k) Profit Sharing Plan and Trust in CA ($8M); by covered participants it is Lakeland Financial Corporation 401(k) Plan in IN (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.