401(k) · DOL Form 5500 · 2024
Baylor Scott & White Holdings 401(k) Plan
Data updated 2026-08-06
- $647M
- Total assets
- 5,066
- Participants
- 98th
- Percentile by assets
- $127,791
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #15,256 in Healthcare & Social Assistance (15,613 peers)
Coverage in Texas
Baylor Scott & White Health 403(b) Savings Plan covers 5,066 participants in Texas, 7.2x the typical Texas plan (state average ~704 per filing). Assets: $647M.
- $647M
- total plan assets (2024 EOY)
- 5,066
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $127,791
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Baylor Scott & White Health 403(b) Savings Plan reports 5,066 participants - 7.2x that state average ($647M EOY assets).
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)
| 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.
Baylor Scott & White Health 403(b) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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 (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $127,791 per participant (93% 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baylor Scott & White Health 403(b) Savings Plan by total assets, not by location.
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $647M · 786
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $648M · 5,867
- Brown-Forman Corporation Savings Plan (KY) $649M · 2,423
- Hensel Phelps Salary Retirement Plan (CO) $646M · 3,081
Frequently Asked Questions
How did Baylor Scott & White Health 403(b) Savings Plan assets move in 2024? ▼
How have Baylor Scott & White Holdings plan assets changed over time? ▼
Where does Baylor Scott & White Health 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baylor Scott & White Health 403(b) Savings Plan? ▼
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Filing takeaways
Ways to act on Baylor Scott & White Health 403(b) Savings Plan's numbers.
- By total assets, Baylor Scott & White Health 403(b) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Baylor Scott & White Holdings's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans