Other · DOL Form 5500 · 2022
Nebraska Methodist Health System Retirement Plan
Data updated 2026-08-25
- $582M
- Total assets Above avg plan size
- 7,620
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $76,380
- Avg per participant Below avg balance/head
Official DOL plan name: Nebraska Methodist Health System Defined Contribution Retirement Plan · Sponsored by Nebraska Methodist Health System · Nebraska · Healthcare & Social Assistance
$582M in assets, 7,620 participants
Nebraska Methodist Health System's Nebraska Methodist Health System Defined Contribution Retirement Plan reported $582M in total assets and 7,620 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.
- #19,731 in Healthcare & Social Assistance (20,060 peers)
Coverage in Nebraska
Nebraska Methodist Health System Defined Contribution Retirement Plan covers 7,620 participants in Nebraska, 14x the typical Nebraska plan (state average ~552 per filing). Assets: $582M.
- #19,731
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $79M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nebraska Methodist Health System Defined Contribution Retirement Plan's outsized position by total assets
Nebraska Methodist Health System Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$582,016,022 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
Nebraska Methodist Health System Defined Contribution Retirement 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. Nebraska Methodist Health System Defined Contribution Retirement Plan lands in the large band (7,620 participants).
Form 5500 schedule snapshot
Filing strip 470639839 · Nebraska Methodist Health System PY 2022 · Other
Nebraska Methodist Health System Defined Contribution Retirement Plan · $582M · 7,620 · 98th
- SCH $582M
- SCH 7,620
- SCH 98th
- SCH Other
- SCH near IBEW Local 613 Defined Contribution Pension Plan
- SCH ind #19731
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 Nebraska →
Nebraska Methodist Health System Defined Contribution Retirement Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $661M |
|---|---|
| Net Assets (End of Year) | $582M |
| Net Income | -$79M |
| Employer EIN | 470639839 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nebraska Methodist Health System)
Sponsor-wide plan assets over time
All Nebraska Methodist Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $706M 16.326550314904505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,561 | $607M |
| 2023 | 2 | 15,312 | $590M |
| 2024 | 1 | 8,480 | $706M |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions $664M · 9,278
- Retirement Plan of Creighton University $573M · 3,380
- Nebraska Medicine Retirement Plan - Employee Contributions $517M · 9,278
- Children's Hospital & Medical Center 403(b) Plan $324M · 3,285
- Nebraska Wesleyan University DC Retirement Plan $80M · 309
Scale composition for Nebraska Methodist Health System Defined Contribution Retirement Plan
Nebraska Methodist Health System Defined Contribution Retirement Plan reports $582M in end-of-year assets across 7,620 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $76,380 per participant (55% of the national average assets-per-participant) . Net income for plan year 2022 was -$79M.
This plan identity (EIN 470639839, plan #003) has 2 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 7,620 to 8,014 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,620 | $582M | This page |
| 2023 | 8,014 | N/A | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Methodist Health System 401(k) Plan (401(k), $706M, 8,480 participants)
- The Nebraska Methodist Health System Retirement Account Plan (Defined Benefit (Pension), $25M, 1,941 participants)
Nebraska Methodist Health System Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is IBEW Local 613 Defined Contribution Pension Plan in GA ($582M); by covered participants it is Princeton University Retirement Savings Plan in NJ (7,627 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($582M here).
- IBEW Local 613 Defined Contribution Pension Plan (GA) $582M · 5,837
- Carpenters & Joiners Defined Contribution Plan (MN) $583M · 20,332
- Williams College Retirement Income Plan (MA) $585M · 1,335
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) $586M · 6,365
Similar participant headcount
Nearest other-state filings by covered participants (7,620 participants); asset peers above are excluded.
- Princeton University Retirement Savings Plan (NJ) 7,627 · 7 off
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) 7,574 · 46 off
- H. Lee Moffitt Cancer Center and Research (FL) 7,567 · 53 off
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,538 · 82 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.