Other · DOL Form 5500 · 2022
Methodist Hospitals of Dallas Retirement Plan
Data updated 2026-08-25
- $554M
- Total assets Above avg plan size
- 9,030
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $61,369
- Avg per participant Low balance/head
Official DOL plan name: Methodist Health System 403(b)Plan · Sponsored by Methodist Hospitals of Dallas · Texas · Healthcare & Social Assistance
$554M in assets, 9,030 participants
Methodist Hospitals of Dallas's Methodist Health System 403(b)Plan reported $554M in total assets and 9,030 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.
- #19,707 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Methodist Health System 403(b)Plan covers 9,030 participants in Texas, 13x the typical Texas plan (state average ~688 per filing). Assets: $554M.
- #19,707
- in Healthcare & Social Assistance (20,060 peers)
- -14.7%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methodist Health System 403(b)Plan's outsized position by total assets
Methodist Health System 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$554,163,016 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
Methodist Health System 403(b)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 403(b)Plan lands in the large band (9,030 participants).
EBSA filing schedule strip
Filing strip 750800661 · Methodist Hospitals of Dallas PY 2022 · Other
Methodist Health System 403(b)Plan · $554M · 9,030 · 98th
- IND $554M
- IND 9,030
- IND 98th
- IND Other
- IND near Bucknell University Defined Contribution Retirement Plan
- IND ind #19707
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 403(b)Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $650M |
|---|---|
| Net Assets (End of Year) | $554M |
| Net Income | -$95M |
| Employer EIN | 750800661 |
| Plan Effective Date | 1979-01-01 |
| 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 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
Scale composition for Methodist Health System 403(b)Plan
Methodist Health System 403(b)Plan reports $554M in end-of-year assets across 9,030 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $61,369 per participant (44% of the national average assets-per-participant) . Net income for plan year 2022 was -$95M.
This plan identity (EIN 750800661, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $554M to $759M (+37.0%) while covered participants moved from 9,030 to 10,343 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,030 | $554M | This page |
| 2023 | 9,350 | $657M | Open filing |
| 2024 · index core | 10,343 | $759M | 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 403(b)Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Bucknell University Defined Contribution Retirement Plan in PA ($554M); by covered participants it is Community Hospitals of Central California Tax Sheltered Annuity Plan in CA (8,998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($554M here).
- Bucknell University Defined Contribution Retirement Plan (PA) $554M · 1,403
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $555M · 7,053
- University of Richmond Defined Contribution Retirement Plan (VA) $556M · 1,837
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $557M · 1,608
Similar participant headcount
Nearest other-state filings by covered participants (9,030 participants); asset peers above are excluded.
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) 8,998 · 32 off
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) 9,111 · 81 off
- Riverside Health System 403(b) Retirement Plan (VA) 8,852 · 178 off
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) 9,278 · 248 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.