Other · DOL Form 5500 · 2024

The Menninger Clinic Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
493
Participants Below avg headcount
82nd
Percentile by assets National rank
$85,673
Avg per participant Below avg balance/head
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Official DOL plan name: The Menninger Clinic 403(b) Retirement Savings Plan · Sponsored by The Menninger Clinic · Texas · Healthcare & Social Assistance

$42M in assets, 493 participants

The Menninger Clinic's The Menninger Clinic 403(b) Retirement Savings Plan reported $42M in total assets and 493 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,327 in Healthcare & Social Assistance (16,916 peers)

Where The Menninger Clinic 403(b) Retirement Savings Plan sits by assets

The Menninger Clinic 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 493 participants (~$85,673/participant), up 12.5% in 2024.

#14,327
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Menninger Clinic 403(b) Retirement Savings Plan's outsized position by total assets

The Menninger Clinic 403(b) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$42,237,031 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Menninger Clinic 403(b) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Menninger Clinic 403(b) Retirement Savings Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Menninger Clinic 403(b) Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Menninger Clinic 403(b) Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • The Menninger Clinic 403(b) Retirement Savings Plan reported participants rose from 485 in the plan year 2023 filing to 493 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371453409 · The Menninger Clinic PY 2024 · Other

The Menninger Clinic 403(b) Retirement Savings Plan · $42M · 493 · 82nd

  • ASSETS $42M
  • PCT 493
  • EIN 82nd
  • RANK Other
  • PHOTO near Margaret Mary Health Savings Plan
  • IND ind #14327

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 →

The Menninger Clinic 403(b) Retirement Savings Plan in the asset neighbourhood

Rivier University 403(b) Plan$42MKeystone Health Center Employee Retirement PlanKeystone Health Center Emplo…$42MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$42MThe Menninger Clinic 403(b) Retirement Savings PlanThe Menninger Clinic 403(b) …$42MCenter for Human Development DC Retirement PlanCenter for Human Development…$42M
End-of-year total assets ($M) among The Menninger Clinic 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN371453409
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Menninger Clinic)

Sponsor-wide plan assets over time

All The Menninger Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$42M 35.50474091398341% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.2M $42.2M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 465 $31M
2023 1 485 $38M
2024 1 493 $42M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

The Menninger Clinic 403(b) Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Menninger Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.042237031 · Participants: 493The Menninger Clinic 403(b) Retirement Savings PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
The Menninger Clinic 403(b) Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Menninger Clinic 403(b) Retirement Savings Plan side-by-side with 3 peers →

The Menninger Clinic 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Margaret Mary Health Savings Plan in IN ($42M); by covered participants it is Elmhurst University Retirement Plan in IL (493 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (493 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Menninger Clinic 403(b) Retirement Savings Plan assets move in 2024? ▼
The Menninger Clinic 403(b) Retirement Savings Plan grew at a solid clip - up 12.5% during 2024, from $38M to $42M. Reported net income was $5M.
How have The Menninger Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Menninger Clinic's sponsor-wide assets grew 35.5%, from $31M to $42M.
Where does The Menninger Clinic 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Menninger Clinic 403(b) Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Menninger Clinic 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Margaret Mary Health Savings Plan in IN ($42M, 790 participants).
Which Other plans cover a similar participant headcount to The Menninger Clinic 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Elmhurst University Retirement Plan in IL (493 participants, $135M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371453409.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.