Other · DOL Form 5500 · 2022
The Menninger Clinic Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 465
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $67,033
- Avg per participant Below avg balance/head
Official DOL plan name: The Menninger Clinic 403(b) Retirement Savings Plan · Sponsored by The Menninger Clinic · Texas · Healthcare & Social Assistance
$31M in assets, 465 participants
The Menninger Clinic's The Menninger Clinic 403(b) Retirement Savings Plan reported $31M in total assets and 465 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,225 in Healthcare & Social Assistance (20,060 peers)
Where The Menninger Clinic 403(b) Retirement Savings Plan sits by assets
The Menninger Clinic 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 465 participants (~$67,033/participant), down 14.8% in 2022.
- #17,225
- in Healthcare & Social Assistance (20,060 peers)
- -14.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Menninger Clinic 403(b) Retirement Savings Plan's outsized position by total assets
The Menninger Clinic 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,170,150 Top 17% higher than 83% 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
The Menninger Clinic 403(b) Retirement Savings 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. The Menninger Clinic 403(b) Retirement Savings Plan sits mid-pack in the medium band (465 participants).
EBSA filing schedule strip
Filing strip 371453409 · The Menninger Clinic PY 2022 · Other
The Menninger Clinic 403(b) Retirement Savings Plan · $31M · 465 · 83rd
- EBSA $31M
- PART 465
- TYPE 83rd
- NET Other
- BOOK near Forsyth Country Day School Defined Contribution Re
- VS-ST ind #17225
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 →
The Menninger Clinic 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 371453409 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Menninger Clinic)
Sponsor-wide plan assets over time
All The Menninger Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 35.50474091398341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 465 | $31M |
| 2023 | 1 | 485 | $38M |
| 2024 | 1 | 493 | $42M |
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
The Menninger Clinic 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Forsyth Country Day School Defined Contribution Re in NC ($31M); by covered participants it is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (465 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.