401(k) · DOL Form 5500 · 2023
Methodist Retirement Communities 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 616
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $16,323
- Avg per participant Low balance/head
Official DOL plan name: Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan · Sponsored by Methodist Retirement Communities · Texas · Healthcare & Social Assistance
$10M in assets, 616 participants
Methodist Retirement Communities's Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan reported $10M in total assets and 616 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,377 in Healthcare & Social Assistance (17,684 peers)
Methodist Retirement Communities multi-year trail
Methodist Retirement Communities's plans moved +45.7% in assets from 2022 to 2024; this filing shows Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan at $10M / 616 participants.
- #11,377
- in Healthcare & Social Assistance (17,684 peers)
- +21.0%
- assets growth YoY
Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,054,946 Top 41% higher than 59% 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
Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan sits mid-pack in the medium band (616 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan reported net income rose from -$986K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan reported participants rose from 606 in the plan year 2022 filing to 616 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741403088 · Methodist Retirement Communities PY 2023 · 401(k)
Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan · $10M · 616 · 59th
- NET $10M
- BOOK 616
- VS-ST 59th
- BOY 401(k)
- SCH near Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan
- EBSA ind #11377
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 Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan in the asset neighbourhood
Methodist Retirement Communities multi-year asset trail
Sponsor-wide plan assets over time
All Methodist Retirement Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 45.68713793459585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $8M |
| 2023 | 1 | 616 | $10M |
| 2024 | 1 | 1,010 | $12M |
Methodist Retirement Communities filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 741403088 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
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
Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in OR ($10M); by covered participants it is Th Plastics 401(k) Profit Sharing Plan in MI (616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (616 participants); asset peers above are excluded.
- Th Plastics 401(k) Profit Sharing Plan (MI) 616 · 0 off
- Aerodyne Industries LLC 401 K Profit Sharing Plan (FL) 616 · 0 off
- Featherlite Exiss Sooner 401(k) Retirement Plan (IA) 616 · 0 off
- Landscape Forms, Inc. Profit Sharing Plan (MI) 616 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.