Defined Benefit (Pension) · DOL Form 5500 · 2023

Methodist Hospitals of Dallas Pension Plan

Data updated 2026-08-25

$335M
Total assets Above avg plan size
9,508
Participants Very large workforce
96th
Percentile by assets National rank
$35,214
Avg per participant Low balance/head
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Official DOL plan name: Methodist Health System Employee Retirement Plan · Sponsored by Methodist Hospitals of Dallas · Texas · Healthcare & Social Assistance

$335M in assets, 9,508 participants

Methodist Hospitals of Dallas's Methodist Health System Employee Retirement Plan reported $335M in total assets and 9,508 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,109 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Methodist Health System Employee Retirement Plan covers 9,508 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $335M.

#17,109
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Methodist Health System Employee Retirement Plan's outsized position by total assets

Methodist Health System Employee Retirement Plan vs every filed plan by assets

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

$334,812,441 Top 4% higher than 96% 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

Methodist Health System Employee Retirement 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 Employee Retirement Plan lands in the large band (9,508 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Methodist Health System Employee Retirement Plan reported net income rose from -$53M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Methodist Health System Employee Retirement Plan end-of-year assets rose from $280M in the plan year 2022 filing to $335M in the plan year 2023 filing.
  • Methodist Health System Employee Retirement Plan reported participants rose from 9,195 in the plan year 2022 filing to 9,508 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750800661 · Methodist Hospitals of Dallas PY 2023 · Defined Benefit (Pension)

Methodist Health System Employee Retirement Plan · $335M · 9,508 · 96th

  • ASSETS $335M
  • PCT 9,508
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp.
  • IND ind #17109

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 Employee Retirement Plan in the asset neighbourhood

Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated CompaniesPension Plan for Salaried Em…$336MThe Retirement Plan for Lilly Affiliate Employees in Puerto RicoThe Retirement Plan for Lill…$335MOneok, Inc. Retirement Plan$335MBall Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp.Ball Corporation Pension Pla…$335MMethodist Health System Employee Retirement PlanMethodist Health System Empl…$335M
End-of-year total assets ($M) among Methodist Health System Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$335M
Net Income$55M
Employer EIN750800661
Plan Effective Date1976-01-01
Filing StatusFILING 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
$700M$800M$900M$1,000M$1,100M 202220232024 $834M $759M ▼ -9.0%
Year Plans Participants Total Assets
2022 2 18,225 $834M
2023 2 18,858 $992M
2024 1 10,343 $759M

Nearby Defined Benefit (Pension) Plans in Texas

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

Methodist Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Methodist Health System Employee Retirement Plan, Total assets ($B): 0.334812441 · Participants: 9508Methodist Health System Employee Retirement 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
Methodist Health System Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Methodist Health System Employee Retirement Plan side-by-side with 3 peers →

Scale composition for Methodist Health System Employee Retirement Plan

Methodist Health System Employee Retirement Plan reports $335M in end-of-year assets across 9,508 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $35,214 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.

This plan identity (EIN 750800661, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $280M to $335M (+19.4%) while covered participants moved from 9,195 to 9,508 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,195 $280M Open filing
2023 · index core 9,508 $335M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Methodist Health System Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. in CO ($335M); by covered participants it is Smithfield Foods Salaried Pension Plan in VA (9,484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,508 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 Methodist Health System Employee Retirement Plan assets move in 2023? ▼
Methodist Health System Employee Retirement Plan grew sharply - up 19.4% during 2023, from $280M to $335M. Reported net income was $55M.
How have Methodist Hospitals of Dallas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Methodist Hospitals of Dallas's sponsor-wide assets declined 9.0%, from $834M to $759M.
Where does Methodist Health System Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Methodist Health System Employee Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Methodist Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. in CO ($335M, 4,799 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Methodist Health System Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smithfield Foods Salaried Pension Plan in VA (9,484 participants, $1.4B 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 750800661.

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.