Other · DOL Form 5500 · 2023
Methodist Hospitals of Dallas Retirement Plan
Data updated 2026-08-11
- $657M
- Total assets
- 9,350
- Participants
- 98th
- Percentile by assets
- $70,289
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $657M
- total plan assets (2023 EOY)
- 9,350
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $70,289
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Methodist Health System 403(b)Plan reports 9,350 participants - 14x that state average ($657M EOY assets).
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)
| 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.
Methodist Health System 403(b)Plan vs. nearby Other plans in Texas, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Methodist Health System 403(b)Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Methodist Health System 403(b)Plan assets move in 2023? ▼
How have Methodist Hospitals of Dallas plan assets changed over time? ▼
Where does Methodist Health System 403(b)Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Methodist Health System 403(b)Plan? ▼
Next read for Methodist Health System 403(b)Plan
Filing takeaways
Ways to act on Methodist Health System 403(b)Plan's numbers.
- By total assets, Methodist Health System 403(b)Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Methodist Hospitals of Dallas's sponsor-wide assets have declined 9.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans