Other · DOL Form 5500 · 2024
Methodist Health, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 73rd
- Percentile by assets National rank
Official DOL plan name: Methodist Hospital, Inc. 403(b) Plan · Sponsored by Methodist Health, Inc. · Kentucky · Healthcare & Social Assistance
$23M in assets, N/A participants
Methodist Health, Inc.'s Methodist Hospital, Inc. 403(b) Plan reported $23M in total assets and N/A 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.
- #12,991 in Healthcare & Social Assistance (16,916 peers)
Methodist Health, Inc. multi-year trail
Methodist Health, Inc.'s plans moved -24.2% in assets from 2022 to 2024; this filing shows Methodist Hospital, Inc. 403(b) Plan at $23M / N/A participants.
- #12,991
- in Healthcare & Social Assistance (16,916 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Methodist Hospital, Inc. 403(b) Plan's outsized position by total assets
Methodist Hospital, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,724,982 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methodist Hospital, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Methodist Hospital, Inc. 403(b) Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 610461753 · Methodist Health, Inc. PY 2024 · Other
Methodist Hospital, Inc. 403(b) Plan · $23M · N/A · 73rd
- ASSETS $23M
- PCT N/A
- EIN 73rd
- RANK Other
- PHOTO near 403(b) Thrift Plan of the Catholic Charities
- IND ind #12991
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 Kentucky →
Methodist Hospital, Inc. 403(b) Plan in the asset neighbourhood
Methodist Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Methodist Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 24.24165587435833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $30M |
| 2023 | 1 | N/A | $24M |
| 2024 | 1 | N/A | $23M |
Methodist Health, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$1M |
| Employer EIN | 610461753 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Methodist Hospital, Inc. 403(b) Plan's closest out-of-state Other peers by assets
Outside Kentucky, the nearest Other by end-of-year assets is 403(b) Thrift Plan of the Catholic Charities in CO at $23M (this filing: $23M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.