401(k) · DOL Form 5500 · 2024
Baylor Scott & White Holdings 401(k) Plan
Data updated 2026-08-25
- $647M
- Total assets Above avg plan size
- 5,066
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $127,791
- Avg per participant Near avg balance/head
Official DOL plan name: Baylor Scott & White Health 403(b) Savings Plan · Sponsored by Baylor Scott & White Holdings · Texas · Healthcare & Social Assistance
$647M in assets, 5,066 participants
Baylor Scott & White Holdings's Baylor Scott & White Health 403(b) Savings Plan reported $647M in total assets and 5,066 participants in its 2024 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.
- #16,537 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Baylor Scott & White Health 403(b) Savings Plan covers 5,066 participants in Texas, 7.4x the typical Texas plan (state average ~688 per filing). Assets: $647M.
- #16,537
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Baylor Scott & White Health 403(b) Savings Plan's outsized position by total assets
Baylor Scott & White Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$647,389,093 Top 2% higher than 98% 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
Baylor Scott & White Health 403(b) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baylor Scott & White Health 403(b) Savings Plan lands in the large band (5,066 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baylor Scott & White Health 403(b) Savings Plan reported net income fell from $92M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Baylor Scott & White Health 403(b) Savings Plan end-of-year assets rose from $580M in the plan year 2023 filing to $647M in the plan year 2024 filing.
- Baylor Scott & White Health 403(b) Savings Plan reported participants fell from 5,360 in the plan year 2023 filing to 5,066 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 463130985 · Baylor Scott & White Holdings PY 2024 · 401(k)
Baylor Scott & White Health 403(b) Savings Plan · $647M · 5,066 · 98th
- VS-ST $647M
- BOY 5,066
- SCH 98th
- EBSA 401(k)
- PART near Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan
- TYPE ind #16537
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 →
Baylor Scott & White Health 403(b) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $580M |
|---|---|
| Net Assets (End of Year) | $647M |
| Net Income | $68M |
| Employer EIN | 463130985 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baylor Scott & White Holdings)
Sponsor-wide plan assets over time
All Baylor Scott & White Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.5B 33.54846425594446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 46,403 | $4.2B |
| 2023 | 4 | 50,447 | $4.9B |
| 2024 | 4 | 52,824 | $5.5B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Baylor Scott & White Health 403(b) Savings Plan
Baylor Scott & White Health 403(b) Savings Plan reports $647M in end-of-year assets across 5,066 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $127,791 per participant (92% of the national average assets-per-participant) . Net income for plan year 2024 was $68M.
This plan identity (EIN 463130985, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $488M to $647M (+32.8%) while covered participants moved from 5,602 to 5,066 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,602 | $488M | Open filing |
| 2023 | 5,360 | $580M | Open filing |
| 2024 · index core | 5,066 | $647M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baylor Scott & White Health Retirement Savings Plan (401(k), $4.7B, 45,398 participants)
- Baylor Affiliated Services Retirement Savings Plan (401(k), $236M, 2,322 participants)
Baylor Scott & White Health 403(b) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in MA ($647M); by covered participants it is Latham & Watkins 401(k) Savings and Profit Sharing Plan in CA (5,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($647M here).
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $647M · 786
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust (NM) $648M · 2,218
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $648M · 5,867
- Brown-Forman Corporation Savings Plan (KY) $649M · 2,423
Similar participant headcount
Nearest other-state filings by covered participants (5,066 participants); asset peers above are excluded.
- Latham & Watkins 401(k) Savings and Profit Sharing Plan (CA) 5,067 · 1 off
- The Refresco USA 401(k) Savings & Retirement Plan (FL) 5,064 · 2 off
- Tkc Holdings, Inc. Retirement Plan (MO) 5,070 · 4 off
- International Flavors & Fragrances Inc. Retirement Investment Fund Plan (NY) 5,071 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.