Defined Benefit (Pension) · DOL Form 5500 · 2023
The Methodist Hospitals, Inc. Pension Plan
Data updated 2026-08-11
- $108M
- Total assets
- 419
- Participants
- 92nd
- Percentile by assets
- $257,492
- Avg per participant
Official DOL plan name: The Methodist Hospitals, Inc. Retirement Plan · Sponsored by The Methodist Hospitals, Inc. · Indiana · Healthcare & Social Assistance
$108M in assets, 419 participants
The Methodist Hospitals, Inc.'s The Methodist Hospitals, Inc. Retirement Plan reported $108M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #16,415 in Healthcare & Social Assistance (17,684 peers)
Where The Methodist Hospitals, Inc. Retirement Plan sits by assets
The Methodist Hospitals, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $108M for 419 participants (~$257,492/participant), up 4.3% in 2023.
- $108M
- total plan assets (2023 EOY)
- 419
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $257,492
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Methodist Hospitals, Inc. Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Methodist Hospitals, Inc. Retirement Plan reported participants fell from 473 in the plan year 2022 filing to 419 in the plan year 2023 filing.
- The Methodist Hospitals, Inc. Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $108M in the plan year 2023 filing.
The Methodist Hospitals, Inc. Retirement Plan vs the 2023 asset distribution
By assets, The Methodist Hospitals, Inc. Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $4M |
| Employer EIN | 350868133 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Methodist Hospitals, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,124 | $245M |
| 2023 | 2 | 2,889 | $275M |
| 2024 | 2 | 3,376 | $266M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Methodist Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Methodist Hospitals, Inc. Retirement Plan by total assets, not by location.
- Siltronic Corporation Pension Plan (OR) $108M · 160
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust (GA) $108M · 177
- Sheet Metal Workers Local 7, Zone 2 Pension Plan (MI) $108M · 353
- Bsa-Ila Pension Plan (MA) $108M · 244
Frequently Asked Questions
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Next read for The Methodist Hospitals, Inc. Retirement…
Scale reading
Ways to act on The Methodist Hospitals, Inc. Retirement Plan's numbers.
- By total assets, The Methodist Hospitals, Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
- The Methodist Hospitals, Inc.'s sponsor-wide assets have grown 8.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans