Defined Benefit (Pension) · DOL Form 5500 · 2024

The Methodist Hospitals, Inc. Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
394
Participants Below avg headcount
88th
Percentile by assets National rank
$190,163
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Methodist Hospitals, Inc. Retirement Plan · Sponsored by The Methodist Hospitals, Inc. · Indiana · Healthcare & Social Assistance

$75M in assets, 394 participants

The Methodist Hospitals, Inc.'s The Methodist Hospitals, Inc. Retirement Plan reported $75M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,188 in Healthcare & Social Assistance (16,916 peers)

Where The Methodist Hospitals, Inc. Retirement Plan sits by assets

The Methodist Hospitals, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 394 participants (~$190,163/participant), down 30.6% in 2024.

#15,188
in Healthcare & Social Assistance (16,916 peers)
-30.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Methodist Hospitals, Inc. Retirement Plan's outsized position by total assets

The Methodist Hospitals, Inc. Retirement Plan vs every filed plan by assets

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

$74,924,105 Top 12% higher than 88% 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 Methodist Hospitals, Inc. Retirement 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 Methodist Hospitals, Inc. Retirement Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Methodist Hospitals, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$33M in the plan year 2024 filing.
  • The Methodist Hospitals, Inc. Retirement Plan end-of-year assets fell from $108M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • The Methodist Hospitals, Inc. Retirement Plan reported participants fell from 419 in the plan year 2023 filing to 394 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350868133 · The Methodist Hospitals, Inc. PY 2024 · Defined Benefit (Pension)

The Methodist Hospitals, Inc. Retirement Plan · $75M · 394 · 88th

  • PHOTO $75M
  • PHOTO 394
  • PHOTO 88th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank
  • PHOTO ind #15188

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 Indiana →

The Methodist Hospitals, Inc. Retirement Plan in the asset neighbourhood

San Antonio Regional Hospital Retirement PlanSan Antonio Regional Hospita…$75MHouston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$75MSbera Pension Plan as Adopted by Salem Five Cents Savings BankSbera Pension Plan as Adopte…$75MThe Methodist Hospitals, Inc. Retirement PlanThe Methodist Hospitals, Inc…$75MBoca Raton Regional Hospital Employees Pension PlanBoca Raton Regional Hospital…$75M
End-of-year total assets ($M) among The Methodist Hospitals, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$75M
Net Income-$33M
Employer EIN350868133
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Methodist Hospitals, Inc.)

Sponsor-wide plan assets over time

All The Methodist Hospitals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$266M 8.643150663553744% vs 2022
2024 filing year
$240M$250M$260M$270M$280M 202220232024 $245M $266M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 3,124 $245M
2023 2 2,889 $275M
2024 2 3,376 $266M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Methodist Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants The Methodist Hospitals, Inc. Retirement Plan, Total assets ($B): 0.074924105 · Participants: 394The Methodist Hospitals, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
The Methodist Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare The Methodist Hospitals, Inc. Retirement Plan side-by-side with 3 peers →

The Methodist Hospitals, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M); by covered participants it is Metal Companies Multi-Employer Pension Plan in IL (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Methodist Hospitals, Inc. Retirement Plan assets move in 2024? ▼
The Methodist Hospitals, Inc. Retirement Plan contracted severely - down 30.6% during 2024, from $108M to $75M. Reported net income was -$33M.
How have The Methodist Hospitals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Methodist Hospitals, Inc.'s sponsor-wide assets grew 8.6%, from $245M to $266M.
Where does The Methodist Hospitals, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Methodist Hospitals, Inc. Retirement Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to The Methodist Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Methodist Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Metal Companies Multi-Employer Pension Plan in IL (394 participants, $200M 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 350868133.

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.