Other · DOL Form 5500 · 2023
Baylor Scott & White Holdings Retirement Plan
Data updated 2026-08-11
- $580M
- Total assets
- 5,360
- Participants
- 98th
- Percentile by assets
- $108,118
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $580M
- total plan assets (2023 EOY)
- 5,360
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $108,118
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Baylor Scott & White Health 403(b) Savings Plan reports 5,360 participants - 7.8x that state average ($580M EOY assets).
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)
| 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.
Baylor Scott & White Health 403(b) Savings Plan vs. nearby Other plans in Texas, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Baylor Scott & White Health 403(b) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Baylor Scott & White Health 403(b) Savings Plan assets move in 2023? ▼
How have Baylor Scott & White Holdings plan assets changed over time? ▼
Where does Baylor Scott & White Health 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Baylor Scott & White Health 403(b) Savings Plan's numbers.
- By total assets, Baylor Scott & White Health 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Baylor Scott & White Holdings's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans