401(k)
2024 plan-year 401(k) DOL Form 5500

Baylor Affiliated Services Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Baylor Scott & White Holdings · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Baylor Affiliated Services Retirement Savings Plan holds $236M for 2,322 participants — about $101,646 per participant, up 15.1% over the 2024 plan year.

$236M
total plan assets (2024 EOY)
2,322
covered participants
$101,646
avg assets per participant
+15.1%
assets growth YoY
Total Assets (2023)
$236M
Participants
2,322
State
Industry
Healthcare & Social Assistance

What the Filing Says About Baylor Affiliated Services Retirement Savings Plan

Baylor Affiliated Services Retirement Savings Plan is a 401(k) retirement plan sponsored by Baylor Scott & White Holdings, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $236M in total end-of-year assets and covers 2,322 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 463130985, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $205M at the beginning of 2024 to $236M at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $236M, with reported net income of $31M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$205M
Total Assets (End of Year)$236M
Net Assets (End of Year)$236M
Net Income$31M
Plan Type401(k)
Employer EIN463130985
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baylor Scott & White Holdings)

Year Plans Participants Total Assets
2022 4 46,403 $4.2B
2023 4 50,447 $4.9B
2024 4 52,824 $5.5B

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Frequently Asked Questions

How much money is in the Baylor Affiliated Services Retirement Savings Plan?
As of the 2024 Form 5500 filing, Baylor Affiliated Services Retirement Savings Plan holds $236M in total assets with 2,322 participants. It is sponsored by Baylor Scott & White Holdings.
What type of plan is Baylor Affiliated Services Retirement Savings Plan?
Baylor Affiliated Services Retirement Savings Plan is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 463130985.
Who sponsors the Baylor Affiliated Services Retirement Savings Plan?
Baylor Affiliated Services Retirement Savings Plan is sponsored by Baylor Scott & White Holdings, located in Texas. The sponsor's EIN is 463130985 and the plan operates in the Healthcare & Social Assistance industry.
How did Baylor Affiliated Services Retirement Savings Plan perform in 2024?
Baylor Affiliated Services Retirement Savings Plan grew by 15.1% during 2024, moving from $205M to $236M in total assets. Net income was $31M.
Where can I find official filings for Baylor Affiliated Services Retirement Savings Plan?
Official Form 5500 filings for Baylor Affiliated Services Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 463130985 or plan name at efast.dol.gov.
How does Baylor Affiliated Services Retirement Savings Plan compare to other plans?
You can compare Baylor Affiliated Services Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 463130985.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.