Other · DOL Form 5500 · 2023

The Menninger Clinic Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 485
Participants Below avg headcount: 82nd
Percentile by assets National rank: $77,436
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: The Menninger Clinic 403(b) Retirement Savings Plan · Sponsored by The Menninger Clinic · Texas · Healthcare & Social Assistance

$38M in assets, 485 participants

The Menninger Clinic's The Menninger Clinic 403(b) Retirement Savings Plan reported $38M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#15,020 in Healthcare & Social Assistance (17,684 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, $38M for 485 participants (~$77,436/participant), up 20.5% in 2023.

#15,020
in Healthcare & Social Assistance (17,684 peers): +20.5%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$37,556,659 Top 18% higher than 82% 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

The Menninger Clinic 403(b) Retirement Savings 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. The Menninger Clinic 403(b) Retirement Savings Plan sits mid-pack in the medium band (485 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Menninger Clinic 403(b) Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
The Menninger Clinic 403(b) Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
The Menninger Clinic 403(b) Retirement Savings Plan reported participants rose from 465 in the plan year 2022 filing to 485 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371453409 · The Menninger Clinic PY 2023 · Other

The Menninger Clinic 403(b) Retirement Savings Plan · $38M · 485 · 82nd

PHOTO $38M
PHOTO 485
PHOTO 82nd
PHOTO Other
PHOTO near National Comprehensive Cancer Network 403(b) DC Plan
PHOTO ind #15020

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 →

End-of-year total assets ($M) among The Menninger Clinic 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$38M
Net Income	$6M
Employer EIN	371453409
Plan Effective Date	1975-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Menninger Clinic)

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.

The Menninger Clinic 403(b) Retirement 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

Compare The Menninger Clinic 403(b) Retirement Savings Plan side-by-side with 3 peers →

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 National Comprehensive Cancer Network 403(b) DC Plan in PA ($38M); by covered participants it is The University of Findlay Defined Contribution Retirement Plan in OH (485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

National Comprehensive Cancer Network 403(b) DC Plan (PA) $38M · 135
American Geophysical Union Retirement Plan (DC) $38M · 159
Woodbury University 403(b) Retirement Plan for Employees (CA) $38M · 211
American Diabetes Association 403(b) Retirement Plan (VA) $38M · 295

Similar participant headcount

Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.

The University of Findlay Defined Contribution Retirement Plan (OH) 485 · 0 off
The J. David Gladstone Institutes 403(b) Tda Plan (CA) 485 · 0 off
Ladacin Network, Inc. 403(b) Plan (NJ) 485 · 0 off
Retirement Plan of Echoing Hills Village, Inc. (OH) 485 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Menninger Clinic 403(b) Retirement Savings Plan assets move in 2023? ▼

The Menninger Clinic 403(b) Retirement Savings Plan grew sharply - up 20.5% during 2023, from $31M to $38M. Reported net income was $6M.

How have The Menninger Clinic plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Menninger Clinic's sponsor-wide assets grew 35.5%, from $31M to $42M.

Where does The Menninger Clinic 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

The Menninger Clinic 403(b) Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to The Menninger Clinic 403(b) Retirement Savings Plan? ▼

Among Other plans in other states, the closest by assets is National Comprehensive Cancer Network 403(b) DC Plan in PA ($38M, 135 participants).

Which Other plans cover a similar participant headcount to The Menninger Clinic 403(b) Retirement Savings Plan? ▼

Among Other plans in other states, the closest by covered participants is The University of Findlay Defined Contribution Retirement Plan in OH (485 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371453409.