Defined Benefit (Pension) · DOL Form 5500 · 2022
Methodist Hospitals of Dallas Pension Plan
Data updated 2026-08-25
- $280M
- Total assets Near avg plan size
- 9,195
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $30,487
- Avg per participant Low balance/head
Official DOL plan name: Methodist Health System Employee Retirement Plan · Sponsored by Methodist Hospitals of Dallas · Texas · Healthcare & Social Assistance
$280M in assets, 9,195 participants
Methodist Hospitals of Dallas's Methodist Health System Employee Retirement Plan reported $280M in total assets and 9,195 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,454 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Methodist Health System Employee Retirement Plan covers 9,195 participants in Texas, 13x the typical Texas plan (state average ~688 per filing). Assets: $280M.
- #19,454
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methodist Health System Employee Retirement Plan's outsized position by total assets
Methodist Health System Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$280,331,269 Top 3% higher than 97% 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 Health System Employee 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. Methodist Health System Employee Retirement Plan lands in the large band (9,195 participants).
Published 5500 schedule card
Filing strip 750800661 · Methodist Hospitals of Dallas PY 2022 · Defined Benefit (Pension)
Methodist Health System Employee Retirement Plan · $280M · 9,195 · 97th
- TYPE $280M
- NET 9,195
- BOOK 97th
- VS-ST Defined Benefit (Pension)
- BOY near Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company
- SCH ind #19454
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 Health System Employee Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $333M |
|---|---|
| Net Assets (End of Year) | $280M |
| Net Income | -$53M |
| Employer EIN | 750800661 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Hospitals of Dallas)
Sponsor-wide plan assets over time
All Methodist Hospitals of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $759M 9.042246346839871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,225 | $834M |
| 2023 | 2 | 18,858 | $992M |
| 2024 | 1 | 10,343 | $759M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Scale composition for Methodist Health System Employee Retirement Plan
Methodist Health System Employee Retirement Plan reports $280M in end-of-year assets across 9,195 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $30,487 per participant (22% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.
This plan identity (EIN 750800661, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $280M to $335M (+19.4%) while covered participants moved from 9,195 to 9,508 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,195 | $280M | This page |
| 2023 · index core | 9,508 | $335M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Methodist Health System 403(b) Plan (Other, $759M, 10,343 participants)
- Methodist Health System Employee Retirement Plan (Defined Benefit (Pension), $335M, 9,508 participants)
Methodist Health System Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company in OR ($280M); by covered participants it is Main Line Health, Inc. Retirement Income Plan in PA (9,199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280M here).
- Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company (OR) $280M · 407
- Roofers Local 149 Pension Fund (MI) $280M · 979
- Mattel Cash Balance Plan (CA) $280M · 266
- Nissan Employee Retirement Plan B (TN) $280M · 1,066
Similar participant headcount
Nearest other-state filings by covered participants (9,195 participants); asset peers above are excluded.
- Main Line Health, Inc. Retirement Income Plan (PA) 9,199 · 4 off
- Employee Retirement Plan of Safeway Inc. and Its Domestic Subsidiaries (CA) 9,235 · 40 off
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) 9,031 · 164 off
- Children's Hospital Corporation Pension Plan (MA) 8,974 · 221 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.