Other · DOL Form 5500 · 2023
Baylor Scott & White Holdings Retirement Plan
Data updated 2026-08-25
- $580M
- Total assets Above avg plan size
- 5,360
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $108,118
- Avg per participant Below avg balance/head
Official DOL plan name: Baylor Scott & White Health 403(b) Savings Plan · Sponsored by Baylor Scott & White Holdings · Texas · Healthcare & Social Assistance
$580M in assets, 5,360 participants
Baylor Scott & White Holdings's Baylor Scott & White Health 403(b) Savings Plan reported $580M in total assets and 5,360 participants in its 2023 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.
- #17,301 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Baylor Scott & White Health 403(b) Savings Plan covers 5,360 participants in Texas, 7.8x the typical Texas plan (state average ~688 per filing). Assets: $580M.
- #17,301
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Baylor Scott & White Health 403(b) Savings Plan's outsized position by total assets
Baylor Scott & White Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$579,513,678 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Baylor Scott & White Health 403(b) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baylor Scott & White Health 403(b) Savings Plan lands in the large band (5,360 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baylor Scott & White Health 403(b) Savings Plan reported net income rose from -$97M in the plan year 2022 filing to $92M in the plan year 2023 filing.
- Baylor Scott & White Health 403(b) Savings Plan end-of-year assets rose from $488M in the plan year 2022 filing to $580M in the plan year 2023 filing.
- Baylor Scott & White Health 403(b) Savings Plan reported participants fell from 5,602 in the plan year 2022 filing to 5,360 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 463130985 · Baylor Scott & White Holdings PY 2023 · Other
Baylor Scott & White Health 403(b) Savings Plan · $580M · 5,360 · 98th
- SCH $580M
- EBSA 5,360
- PART 98th
- TYPE Other
- NET near Amherst College Defined Contribution Retirement Plan
- BOOK ind #17301
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 →
Baylor Scott & White Health 403(b) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $488M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | $92M |
| Employer EIN | 463130985 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baylor Scott & White Holdings)
Sponsor-wide plan assets over time
All Baylor Scott & White Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.5B 33.54846425594446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 46,403 | $4.2B |
| 2023 | 4 | 50,447 | $4.9B |
| 2024 | 4 | 52,824 | $5.5B |
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 $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Scale composition for Baylor Scott & White Health 403(b) Savings Plan
Baylor Scott & White Health 403(b) Savings Plan reports $580M in end-of-year assets across 5,360 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $108,118 per participant (78% of the national average assets-per-participant) . Net income for plan year 2023 was $92M.
This plan identity (EIN 463130985, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $488M to $647M (+32.8%) while covered participants moved from 5,602 to 5,066 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,602 | $488M | Open filing |
| 2023 | 5,360 | $580M | This page |
| 2024 · index core | 5,066 | $647M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Baylor Scott & White Health Retirement Savings Plan (401(k), $4.7B, 45,398 participants)
- Baylor Scott & White Health 403(b) Savings Plan (401(k), $647M, 5,066 participants)
- Baylor Affiliated Services Retirement Savings Plan (401(k), $236M, 2,322 participants)
Baylor Scott & White Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Amherst College Defined Contribution Retirement Plan in MA ($579M); by covered participants it is Pinnacle Health System 403b Tax Sheltered Savings Plan in PA (5,380 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($580M here).
- Amherst College Defined Contribution Retirement Plan (MA) $579M · 2,170
- Smith College Defined Contribution Retirement Plan (MA) $583M · 1,843
- Pepperdine University Retirement Plan (CA) $576M · 1,777
- Roper St. Francis Healthcare 403(b) Plan (SC) $583M · 5,979
Similar participant headcount
Nearest other-state filings by covered participants (5,360 participants); asset peers above are excluded.
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 5,380 · 20 off
- Childrens Hospitals and Clinics Matched Savings Plan (MN) 5,331 · 29 off
- Atlanticare 403(b) Retirement Plan (NJ) 5,391 · 31 off
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 5,394 · 34 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.