Other · DOL Form 5500 · 2024
Mclennan County Medical Education & Research Foundation Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 673
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $34,158
- Avg per participant Low balance/head
Official DOL plan name: Family Health Center 403(b) Plan · Sponsored by Mclennan County Medical Education & Research Foundation · Texas · Healthcare & Social Assistance
$23M in assets, 673 participants
Mclennan County Medical Education & Research Foundation's Family Health Center 403(b) Plan reported $23M in total assets and 673 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,026 in Healthcare & Social Assistance (16,916 peers)
Mclennan County Medical Education & Research Foundation multi-year trail
Mclennan County Medical Education & Research Foundation's plans moved +31.1% in assets from 2022 to 2024; this filing shows Family Health Center 403(b) Plan at $23M / 673 participants.
- #13,026
- in Healthcare & Social Assistance (16,916 peers)
- +12.8%
- assets growth YoY
Family Health Center 403(b) Plan's outsized position by total assets
Family Health Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,988,187 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Family Health Center 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Health Center 403(b) Plan sits mid-pack in the medium band (673 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Health Center 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Family Health Center 403(b) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Family Health Center 403(b) Plan reported participants rose from 598 in the plan year 2023 filing to 673 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741873453 · Mclennan County Medical Education & Research Foundation PY 2024 · Other
Family Health Center 403(b) Plan · $23M · 673 · 73rd
- VS-ST $23M
- VS-ST 673
- VS-ST 73rd
- VS-ST Other
- VS-ST near Mcpherson College 403(b) Plan
- VS-ST ind #13026
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 →
Family Health Center 403(b) Plan in the asset neighbourhood
Mclennan County Medical Education & Research Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Mclennan County Medical Education & Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 31.10007339212673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,171 | $40M |
| 2023 | 2 | 1,205 | $48M |
| 2024 | 2 | 1,347 | $53M |
Mclennan County Medical Education & Research Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 741873453 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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 $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Family Health Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Mcpherson College 403(b) Plan in KS ($23M); by covered participants it is Harding University Defined Contribution Retirement Plan in AR (673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Mcpherson College 403(b) Plan (KS) $23M · 203
- Lake Erie College Retirement Plan (OH) $23M · 235
- Good News Publishers 403(b) Retirement Plan (IL) $23M · 140
- Shorecrest Preparatory School 403(b) DC Plan (FL) $23M · 185
Similar participant headcount
Nearest other-state filings by covered participants (673 participants); asset peers above are excluded.
- Harding University Defined Contribution Retirement Plan (AR) 673 · 0 off
- Planned Parenthood - Los Angeles 403(b) Plan (CA) 673 · 0 off
- Kendal-Crosslands Communities 403(b) Plan (PA) 672 · 1 off
- The Providence Community Health Centers, Inc (RI) 672 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.