401(k) · DOL Form 5500 · 2024
Nebraska Methodist Health System, Inc. 401(k) Plan
Data updated 2026-08-25
- $706M
- Total assets Above avg plan size
- 8,480
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $83,264
- Avg per participant Below avg balance/head
Official DOL plan name: Methodist Health System 401(k) Plan · Sponsored by Nebraska Methodist Health System, Inc. · Nebraska · Healthcare & Social Assistance
$706M in assets, 8,480 participants
Nebraska Methodist Health System, Inc.'s Methodist Health System 401(k) Plan reported $706M in total assets and 8,480 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.
- #16,560 in Healthcare & Social Assistance (16,916 peers)
Coverage in Nebraska
Methodist Health System 401(k) Plan covers 8,480 participants in Nebraska, 15x the typical Nebraska plan (state average ~552 per filing). Assets: $706M.
- #16,560
- in Healthcare & Social Assistance (16,916 peers)
- +19.7%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Methodist Health System 401(k) Plan's outsized position by total assets
Methodist Health System 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$706,082,635 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 401(k) 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. Methodist Health System 401(k) Plan lands in the large band (8,480 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methodist Health System 401(k) Plan reported net income fell from $560M in the plan year 2023 filing to $116M in the plan year 2024 filing.
- Methodist Health System 401(k) Plan end-of-year assets rose from $590M in the plan year 2023 filing to $706M in the plan year 2024 filing.
- Methodist Health System 401(k) Plan reported participants rose from 7,298 in the plan year 2023 filing to 8,480 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 470639839 · Nebraska Methodist Health System, Inc. PY 2024 · 401(k)
Methodist Health System 401(k) Plan · $706M · 8,480 · 98th
- PART $706M
- PART 8,480
- PART 98th
- PART 401(k)
- PART near Hgv Retirement Savings Plan
- PART ind #16560
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 Nebraska →
Methodist Health System 401(k) Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $590M |
|---|---|
| Net Assets (End of Year) | $706M |
| Net Income | $116M |
| Employer EIN | 470639839 |
| Plan Effective Date | 2023-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nebraska Methodist Health System, Inc.)
Sponsor-wide plan assets over time
All Nebraska Methodist Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $706M 16.326550314904505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,561 | $607M |
| 2023 | 2 | 15,312 | $590M |
| 2024 | 1 | 8,480 | $706M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Scale composition for Methodist Health System 401(k) Plan
Methodist Health System 401(k) Plan reports $706M in end-of-year assets across 8,480 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $83,264 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was $116M.
This plan identity (EIN 470639839, plan #004) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $590M to $706M (+19.7%) while covered participants moved from 7,298 to 8,480 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 7,298 | $590M | Open filing |
| 2024 · index core | 8,480 | $706M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Nebraska Methodist Health System Retirement Account Plan (Defined Benefit (Pension), $25M, 1,941 participants)
Methodist Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Hgv Retirement Savings Plan in FL ($706M); by covered participants it is Munson 401(k) Plan in MI (8,479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($706M here).
- Hgv Retirement Savings Plan (FL) $706M · 11,773
- American Axle & Manufacturing, Inc. Salaried Savings Plan (MI) $707M · 1,926
- Northwest Carpenters Individual Account Pension Plan (CA) $708M · 10,880
- Blue Yonder, Inc. 401(k) Plan (AZ) $704M · 1,237
Similar participant headcount
Nearest other-state filings by covered participants (8,480 participants); asset peers above are excluded.
- Munson 401(k) Plan (MI) 8,479 · 1 off
- Ashford Hospitality Services 401(k) Savings Plan (TX) 8,479 · 1 off
- Nhca and Affiliates Retirement and Savings Plan (NY) 8,483 · 3 off
- Sonic Automotive, Inc. 401(k) Plan (NC) 8,469 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.