Other · DOL Form 5500 · 2023
Methodist Hospitals of Dallas Retirement Plan
Data updated 2026-08-25
- $657M
- Total assets Above avg plan size
- 9,350
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $70,289
- Avg per participant Below avg balance/head
Official DOL plan name: Methodist Health System 403(b)Plan · Sponsored by Methodist Hospitals of Dallas · Texas · Healthcare & Social Assistance
$657M in assets, 9,350 participants
Methodist Hospitals of Dallas's Methodist Health System 403(b)Plan reported $657M in total assets and 9,350 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,348 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Methodist Health System 403(b)Plan covers 9,350 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $657M.
- #17,348
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Methodist Health System 403(b)Plan's outsized position by total assets
Methodist Health System 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$657,197,910 Top 2% higher than 98% 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
Methodist Health System 403(b)Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Methodist Health System 403(b)Plan lands in the large band (9,350 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Methodist Health System 403(b)Plan reported net income rose from -$95M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Methodist Health System 403(b)Plan end-of-year assets rose from $554M in the plan year 2022 filing to $657M in the plan year 2023 filing.
- Methodist Health System 403(b)Plan reported participants rose from 9,030 in the plan year 2022 filing to 9,350 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 750800661 · Methodist Hospitals of Dallas PY 2023 · Other
Methodist Health System 403(b)Plan · $657M · 9,350 · 98th
- ASSETS $657M
- PCT 9,350
- EIN 98th
- RANK Other
- PHOTO near Sharp Healthcare 403(b) Tax Deferred Retirement Plan
- IND ind #17348
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 →
Methodist Health System 403(b)Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $554M |
|---|---|
| Net Assets (End of Year) | $657M |
| Net Income | $103M |
| Employer EIN | 750800661 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Hospitals of Dallas)
Sponsor-wide plan assets over time
All Methodist Hospitals of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $759M 9.042246346839871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,225 | $834M |
| 2023 | 2 | 18,858 | $992M |
| 2024 | 1 | 10,343 | $759M |
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
Scale composition for Methodist Health System 403(b)Plan
Methodist Health System 403(b)Plan reports $657M in end-of-year assets across 9,350 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $70,289 per participant (51% of the national average assets-per-participant) . Net income for plan year 2023 was $103M.
This plan identity (EIN 750800661, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $554M to $759M (+37.0%) while covered participants moved from 9,030 to 10,343 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,030 | $554M | Open filing |
| 2023 | 9,350 | $657M | This page |
| 2024 · index core | 10,343 | $759M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Methodist Health System 403(b) Plan (Other, $759M, 10,343 participants)
- Methodist Health System Employee Retirement Plan (Defined Benefit (Pension), $335M, 9,508 participants)
Methodist Health System 403(b)Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Sharp Healthcare 403(b) Tax Deferred Retirement Plan in CA ($657M); by covered participants it is Seattle Children's 403(b) Plan in WA (9,337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($657M here).
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $659M · 7,359
- St. Luke's Health Network 403(b) Plan (PA) $656M · 18,569
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $659M · 5,316
Similar participant headcount
Nearest other-state filings by covered participants (9,350 participants); asset peers above are excluded.
- Seattle Children's 403(b) Plan (WA) 9,337 · 13 off
- Riverside Health System 403(b) Retirement Plan (VA) 9,364 · 14 off
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) 9,305 · 45 off
- Lifespan Corporation 403(b)Retirement Plan (RI) 9,416 · 66 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.