METHODIST HEALTH SYSTEM 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NEBRASKA METHODIST HEALTH SYSTEM
This 401(k) plan holds $590M in total assets and serves 7,298 participants as of 2023. It is sponsored by NEBRASKA METHODIST HEALTH SYSTEM in Nebraska. The plan reported positive net income of $560M for the year.
What the Filing Says About METHODIST HEALTH SYSTEM 401(K) PLAN
METHODIST HEALTH SYSTEM 401(K) PLAN is a 401(k) retirement plan sponsored by NEBRASKA METHODIST HEALTH SYSTEM, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $590M in total end-of-year assets and covers 7,298 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470639839, and the plan has been effective since 2023-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to $590M at year-end. Net assets (after liabilities) closed the year at $590M, with reported net income of $560M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $590M |
| Net Assets (End of Year) | $590M |
| Net Income | $560M |
| Plan Type | 401(k) |
| Employer EIN | 470639839 |
| Plan Effective Date | 2023-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NEBRASKA METHODIST HEALTH SYSTEM)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,561 | $607M |
| 2023 | 2 | 15,312 | $590M |
| 2024 | 1 | 8,480 | $706M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- HDR, INC. BEST PLAN AND ESOP $6.3B · 10,652
- PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN $2.4B · 16,947
- UNION PACIFIC CORPORATION THRIFT PLAN $2.3B · 5,470
- UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN $2.3B · 27,770
- FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN $926M · 5,038
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Frequently Asked Questions
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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 470639839.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.