Defined Benefit (Pension) · DOL Form 5500 · 2023
Methodist Hospitals of Dallas Pension Plan
Data updated 2026-08-11
- $335M
- Total assets
- 9,508
- Participants
- 96th
- Percentile by assets
- $35,214
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $335M
- total plan assets (2023 EOY)
- 9,508
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $35,214
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Methodist Health System Employee Retirement Plan reports 9,508 participants - 14x that state average ($335M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | $55M |
| Employer EIN | 750800661 |
| Plan Effective Date | 1976-01-01 |
| 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 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
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
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 403(b) Plan (Other, $759M, 10,343 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Methodist Health System Employee Retirement Plan by total assets, not by location.
- Ball Corporation Pension Plan as It Applies to Certain Salaried Employees of Ball Aerospace & Technologies Corp. (CO) $335M · 4,799
- Oneok, Inc. Retirement Plan (OK) $335M · 230
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico (PR) $335M · 1,144
- Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated Companies (SC) $336M · 512
Frequently Asked Questions
How did Methodist Health System Employee Retirement Plan assets move in 2023? ▼
How have Methodist Hospitals of Dallas plan assets changed over time? ▼
Where does Methodist Health System Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Methodist Health System Employee Retirement Plan? ▼
Next read for Methodist Health System Employee Retirem…
Filing takeaways
Ways to act on Methodist Health System Employee Retirement Plan's numbers.
- By total assets, Methodist Health System Employee Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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