Other · DOL Form 5500 · 2023
Mclennan County Medical Education & Research Foundation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 598
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $34,075
- Avg per participant Low balance/head
Official DOL plan name: Family Health Center 403(b) Plan · Sponsored by Mclennan County Medical Education & Research Foundation · Texas · Healthcare & Social Assistance
$20M in assets, 598 participants
Mclennan County Medical Education & Research Foundation's Family Health Center 403(b) Plan reported $20M in total assets and 598 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,663 in Healthcare & Social Assistance (17,684 peers)
Mclennan County Medical Education & Research Foundation multi-year trail
Mclennan County Medical Education & Research Foundation's plans moved +31.1% in assets from 2022 to 2024; this filing shows Family Health Center 403(b) Plan at $20M / 598 participants.
- #13,663
- in Healthcare & Social Assistance (17,684 peers)
- +26.9%
- assets growth YoY
Family Health Center 403(b) Plan's outsized position by total assets
Family Health Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,376,654 Top 27% higher than 73% 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
Family Health Center 403(b) 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. Family Health Center 403(b) Plan sits mid-pack in the medium band (598 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Health Center 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Family Health Center 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Family Health Center 403(b) Plan reported participants rose from 585 in the plan year 2022 filing to 598 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741873453 · Mclennan County Medical Education & Research Foundation PY 2023 · Other
Family Health Center 403(b) Plan · $20M · 598 · 73rd
- RANK $20M
- RANK 598
- RANK 73rd
- RANK Other
- RANK near Freedom House 403b Retirement Plan
- RANK ind #13663
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 →
Family Health Center 403(b) Plan in the asset neighbourhood
Mclennan County Medical Education & Research Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Mclennan County Medical Education & Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 31.10007339212673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,171 | $40M |
| 2023 | 2 | 1,205 | $48M |
| 2024 | 2 | 1,347 | $53M |
Mclennan County Medical Education & Research Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 741873453 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Family Health Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Freedom House 403b Retirement Plan in DC ($20M); by covered participants it is Grove City College Savings and Retirement Plan in PA (598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (598 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.