Other · DOL Form 5500 · 2024
Methodist Hospitals of Dallas Retirement Plan
Data updated 2026-08-25
- $759M
- Total assets Above avg plan size
- 10,343
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $73,387
- Avg per participant Below avg balance/head
Official DOL plan name: Methodist Health System 403(b) Plan · Sponsored by Methodist Hospitals of Dallas · Texas · Healthcare & Social Assistance
$759M in assets, 10,343 participants
Methodist Hospitals of Dallas's Methodist Health System 403(b) Plan reported $759M in total assets and 10,343 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.
- #16,589 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Methodist Health System 403(b) Plan covers 10,343 participants in Texas, 15x the typical Texas plan (state average ~688 per filing). Assets: $759M.
- #16,589
- in Healthcare & Social Assistance (16,916 peers)
- +15.5%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
Methodist Health System 403(b) Plan's outsized position by total assets
Methodist Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$759,037,256 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
Methodist Health System 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Methodist Health System 403(b) Plan is a mega filing (10,343 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methodist Health System 403(b) Plan end-of-year assets rose from $657M in the plan year 2023 filing to $759M in the plan year 2024 filing.
- Methodist Health System 403(b) Plan reported participants rose from 9,350 in the plan year 2023 filing to 10,343 in the plan year 2024 filing.
- Methodist Health System 403(b) Plan reported net income fell from $103M in the plan year 2023 filing to $102M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 750800661 · Methodist Hospitals of Dallas PY 2024 · Other
Methodist Health System 403(b) Plan · $759M · 10,343 · 98th
- RANK $759M
- PHOTO 10,343
- IND 98th
- EOY Other
- 5500 near Asante 403b Plan
- ASSETS ind #16589
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 →
Methodist Health System 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $657M |
|---|---|
| Net Assets (End of Year) | $759M |
| Net Income | $102M |
| Employer EIN | 750800661 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Hospitals of Dallas)
Sponsor-wide plan assets over time
All Methodist Hospitals of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $759M 9.042246346839871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,225 | $834M |
| 2023 | 2 | 18,858 | $992M |
| 2024 | 1 | 10,343 | $759M |
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
Scale composition for Methodist Health System 403(b) Plan
Methodist Health System 403(b) Plan reports $759M in end-of-year assets across 10,343 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $73,387 per participant (53% of the national average assets-per-participant) . Net income for plan year 2024 was $102M.
This plan identity (EIN 750800661, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $554M to $759M (+37.0%) while covered participants moved from 9,030 to 10,343 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,030 | $554M | Open filing |
| 2023 | 9,350 | $657M | Open filing |
| 2024 · index core | 10,343 | $759M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Methodist Health System Employee Retirement Plan (Defined Benefit (Pension), $335M, 9,508 participants)
Methodist Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Asante 403b Plan in OR ($759M); by covered participants it is New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration in NY (10,678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($759M here).
- Asante 403b Plan (OR) $759M · 5,850
- Shriners Hospitals for Children Retirement Savings Plan (FL) $762M · 4,598
- The Mary Imogene Bassett Hospital Retirement Plan (NY) $755M · 3,853
- IBEW Local 613 Defined Contribution Pension Plan (GA) $752M · 4,682
Similar participant headcount
Nearest other-state filings by covered participants (10,343 participants); asset peers above are excluded.
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) 10,678 · 335 off
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) 10,695 · 352 off
- Northern Light Health Retirement Partnership 403(b) Plan (ME) 10,712 · 369 off
- Riverside Health System 403(b) Retirement Plan (VA) 9,871 · 472 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.