Defined Benefit (Pension) · DOL Form 5500 · 2023

The Methodist Hospitals, Inc. Pension Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
419
Participants Below avg headcount
92nd
Percentile by assets National rank
$257,492
Avg per participant Above avg balance/head
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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.

  • #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.

#16,415
in Healthcare & Social Assistance (17,684 peers)
+4.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The Methodist Hospitals, Inc. Retirement Plan's outsized position by total assets

The Methodist Hospitals, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$107,888,940 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Methodist Hospitals, Inc. Retirement 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 Methodist Hospitals, Inc. Retirement Plan sits mid-pack in the medium band (419 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350868133 · The Methodist Hospitals, Inc. PY 2023 · Defined Benefit (Pension)

The Methodist Hospitals, Inc. Retirement Plan · $108M · 419 · 92nd

  • 5500 $108M
  • ASSETS 419
  • PCT 92nd
  • EIN Defined Benefit (Pension)
  • RANK near Siltronic Corporation Pension Plan
  • PHOTO ind #16415

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 Indiana →

The Methodist Hospitals, Inc. Retirement Plan in the asset neighbourhood

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and TrustAtlanta Postal Credit Union …$108MThe Methodist Hospitals, Inc. Retirement PlanThe Methodist Hospitals, Inc…$108MSiltronic Corporation Pension PlanSiltronic Corporation Pensio…$108MSheet Metal Workers Local 7, Zone 2 Pension PlanSheet Metal Workers Local 7,…$108MBsa-Ila Pension Plan$108M
End-of-year total assets ($M) among The Methodist Hospitals, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$108M
Net Income$4M
Employer EIN350868133
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Methodist Hospitals, Inc.)

Sponsor-wide plan assets over time

All The Methodist Hospitals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$266M 8.643150663553744% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $245M $266M ▲ +8.6%
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 Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants The Methodist Hospitals, Inc. Retirement Plan, Total assets ($B): 0.10788894 · Participants: 419The Methodist Hospitals, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
The Methodist Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare The Methodist Hospitals, Inc. Retirement Plan side-by-side with 3 peers →

The Methodist Hospitals, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Siltronic Corporation Pension Plan in OR ($108M); by covered participants it is Crayola LLC Employee's Retirement Plan in PA (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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.

Frequently Asked Questions

How did The Methodist Hospitals, Inc. Retirement Plan assets move in 2023? ▼
The Methodist Hospitals, Inc. Retirement Plan edged up modestly - up 4.3% during 2023, from $103M to $108M. Reported net income was $4M.
How have The Methodist Hospitals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Methodist Hospitals, Inc.'s sponsor-wide assets grew 8.6%, from $245M to $266M.
Where does The Methodist Hospitals, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Methodist Hospitals, Inc. Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Methodist Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Siltronic Corporation Pension Plan in OR ($108M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Methodist Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Crayola LLC Employee's Retirement Plan in PA (419 participants, $148M 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 350868133.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.