Defined Benefit (Pension) · DOL Form 5500 · 2023

Baylor Scott & White Holdings Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
170
Participants Small participant base
86th
Percentile by assets National rank
$315,982
Avg per participant High balance/head
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Official DOL plan name: Baylor Scott & White Health Consolidated Frozen Benefit Plan · Sponsored by Baylor Scott & White Holdings · Texas · Healthcare & Social Assistance

$54M in assets, 170 participants

Baylor Scott & White Holdings's Baylor Scott & White Health Consolidated Frozen Benefit Plan reported $54M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,632 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Baylor Scott & White Health Consolidated Frozen Benefit Plan covers 170 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $54M.

#15,632
in Healthcare & Social Assistance (17,684 peers)
-20.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baylor Scott & White Health Consolidated Frozen Benefit Plan's outsized position by total assets

Baylor Scott & White Health Consolidated Frozen Benefit Plan vs every filed plan by assets

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

$53,716,930 Top 14% higher than 86% 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

Baylor Scott & White Health Consolidated Frozen Benefit 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. Baylor Scott & White Health Consolidated Frozen Benefit Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baylor Scott & White Health Consolidated Frozen Benefit Plan reported net income rose from -$26M in the plan year 2022 filing to -$14M in the plan year 2023 filing.
  • Baylor Scott & White Health Consolidated Frozen Benefit Plan end-of-year assets fell from $68M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Baylor Scott & White Health Consolidated Frozen Benefit Plan reported participants fell from 173 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463130985 · Baylor Scott & White Holdings PY 2023 · Defined Benefit (Pension)

Baylor Scott & White Health Consolidated Frozen Benefit Plan · $54M · 170 · 86th

  • SCH $54M
  • SCH 170
  • SCH 86th
  • SCH Defined Benefit (Pension)
  • SCH near Helmerich & Payne, Inc. Employees Retirement Plan
  • SCH ind #15632

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 →

Baylor Scott & White Health Consolidated Frozen Benefit Plan in the asset neighbourhood

The Gorman-Rupp Company Retirement PlanThe Gorman-Rupp Company Reti…$54MSouth County Hospital Retirement PlanSouth County Hospital Retire…$54MBaylor Scott & White Health Consolidated Frozen Benefit PlanBaylor Scott & White Health …$54MHelmerich & Payne, Inc. Employees Retirement PlanHelmerich & Payne, Inc. Empl…$54MRetirement Plan for Employees of Aberdeen Proving Ground Federal Credit UnionRetirement Plan for Employee…$54M
End-of-year total assets ($M) among Baylor Scott & White Health Consolidated Frozen Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$54M
Net Income-$14M
Employer EIN463130985
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baylor Scott & White Holdings)

Sponsor-wide plan assets over time

All Baylor Scott & White Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$5.5B 33.54846425594446% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B 202220232024 $4.15B $5.54B ▲ +33.5%
Year Plans Participants Total Assets
2022 4 46,403 $4.2B
2023 4 50,447 $4.9B
2024 4 52,824 $5.5B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baylor Scott & White Health Consolidated Frozen Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Baylor Scott & White Health Consolidated Frozen Benefit Plan, Total assets ($B): 0.05371693 · Participants: 170Baylor Scott & White Health Consolidated Frozen Benefit PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Baylor Scott & White Health Consolidated Frozen Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Baylor Scott & White Health Consolidated Frozen Benefit Plan side-by-side with 3 peers →

Baylor Scott & White Health Consolidated Frozen Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Helmerich & Payne, Inc. Employees Retirement Plan in OK ($54M); by covered participants it is The Oregon Tool Retirement Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Baylor Scott & White Health Consolidated Frozen Benefit Plan assets move in 2023? ▼
Baylor Scott & White Health Consolidated Frozen Benefit Plan declined sharply - down 20.9% during 2023, from $68M to $54M. Reported net income was -$14M.
How have Baylor Scott & White Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baylor Scott & White Holdings's sponsor-wide assets grew 33.5%, from $4.2B to $5.5B.
Where does Baylor Scott & White Health Consolidated Frozen Benefit Plan rank by assets among Form 5500 filers? ▼
Baylor Scott & White Health Consolidated Frozen Benefit Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Baylor Scott & White Health Consolidated Frozen Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Helmerich & Payne, Inc. Employees Retirement Plan in OK ($54M, 321 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baylor Scott & White Health Consolidated Frozen Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Oregon Tool Retirement Plan in OR (170 participants, $65M 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 463130985.

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.