401(k) · DOL Form 5500 · 2023
Baylor Scott & White Holdings 401(k) Plan
Data updated 2026-08-25
- $4.1B
- Total assets Very large vs avg
- 42,740
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $95,912
- Avg per participant Below avg balance/head
Official DOL plan name: Baylor Scott & White Health Retirement Savings Plan · Sponsored by Baylor Scott & White Holdings · Texas · Healthcare & Social Assistance
$4.1B in assets, 42,740 participants
Baylor Scott & White Holdings's Baylor Scott & White Health Retirement Savings Plan reported $4.1B in total assets and 42,740 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #17,647 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Baylor Scott & White Health Retirement Savings Plan covers 42,740 participants in Texas, 62x the typical Texas plan (state average ~688 per filing). Assets: $4.1B.
- #17,647
- in Healthcare & Social Assistance (17,684 peers)
- +19.8%
- assets growth YoY
- 41×
- vs typical plan assets (national mean)
Baylor Scott & White Health Retirement Savings Plan's outsized position by total assets
Baylor Scott & White Health Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,099,272,456 Highest reported value at or above every one 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 Retirement Savings Plan's mega-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 Retirement Savings Plan is a mega filing (42,740 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baylor Scott & White Health Retirement Savings Plan reported net income rose from -$575M in the plan year 2022 filing to $677M in the plan year 2023 filing.
- Baylor Scott & White Health Retirement Savings Plan end-of-year assets rose from $3.4B in the plan year 2022 filing to $4.1B in the plan year 2023 filing.
- Baylor Scott & White Health Retirement Savings Plan reported participants rose from 38,623 in the plan year 2022 filing to 42,740 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 463130985 · Baylor Scott & White Holdings PY 2023 · 401(k)
Baylor Scott & White Health Retirement Savings Plan · $4.1B · 42,740 · 100th
- BOY $4.1B
- SCH 42,740
- EBSA 100th
- PART 401(k)
- TYPE near Blackrock Retirement Savings Plan
- NET ind #17647
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 Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3.4B |
|---|---|
| Net Assets (End of Year) | $4.1B |
| Net Income | $677M |
| Employer EIN | 463130985 |
| Plan Effective Date | 2016-08-01 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Baylor Scott & White Health Retirement Savings Plan
Baylor Scott & White Health Retirement Savings Plan reports $4.1B in end-of-year assets across 42,740 participants (0.033% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.046% of 93,925,755 covered participants) - about $95,912 per participant (69% of the national average assets-per-participant) . Net income for plan year 2023 was $677M.
This plan identity (EIN 463130985, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.4B to $4.7B (+36.1%) while covered participants moved from 38,623 to 45,398 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38,623 | $3.4B | Open filing |
| 2023 | 42,740 | $4.1B | This page |
| 2024 · index core | 45,398 | $4.7B | 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 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Blackrock Retirement Savings Plan in NY ($4.1B); by covered participants it is Brightspring Health Services Retirement Savings Plan in KY (42,866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.1B here).
- Blackrock Retirement Savings Plan (NY) $4.1B · 9,268
- Starbucks Corporation 401(k) Plan (WA) $4.1B · 260,701
- Ppg Industries, Inc. Employee Savings Plan (PA) $4.1B · 15,938
- Michelin 401(k) Savings Plan (SC) $4.1B · 14,439
Similar participant headcount
Nearest other-state filings by covered participants (42,740 participants); asset peers above are excluded.
- Brightspring Health Services Retirement Savings Plan (KY) 42,866 · 126 off
- Gentiva 401(k) Plan (GA) 42,495 · 245 off
- Inspire Brands, Inc. 401(k) Retirement Plan (GA) 43,232 · 492 off
- Meijer 401(k) Retirement Plan II (MI) 42,227 · 513 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.