Employer · plans filed under one EIN
Texas Scottish Rite Hospital for Children
Dallas, TX · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Texas Scottish Rite Hospital for Children, based in Dallas, Texas, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 3,643 participant records and $379M in net assets.
The largest is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan, a 403(b) plan with 1,619 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $11.5M and participant contributions $8.7M in the latest plan years; benefits paid were $23.3M. Schedule C compensation reported to service provider organisations totalled $780K.
Combined net assets moved from $102M in 2009 to $379M in 2024 (up 271%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan | 403(b) plan | 2024 | 1,619 | $117M | $72,400 | — | $96K |
| Texas Scottish Rite Hospital for Children 401(a) Plan | defined contribution plan | 2024 | 1,367 | $40.9M | $29,941 | $4,409 | $173K |
| Retirement Plan for Employees of Texas Scottish Rite Hospital for Children | defined benefit pension plan | 2024 | 657 | $221M | $336,763 | $47,219 | $512K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 3,643 | $379M | $11.5M | $8.7M |
| 2023 | 3 | 3,558 | $339M | $11.5M | $8.0M |
| 2022 | 3 | 3,432 | $297M | $9.2M | $7.0M |
| 2021 | 3 | 3,277 | $302M | $14.3M | $6.4M |
| 2020 | 3 | 3,327 | $311M | $13.6M | $6.2M |
| 2019 | 3 | 3,145 | $250M | $12.5M | $6.2M |
| 2018 | 3 | 3,136 | $227M | $10.5M | $5.3M |
| 2017 | 3 | 3,052 | $219M | $4.3M | $5.5M |
| 2016 | 3 | 2,987 | $199M | $7.3M | $4.6M |
| 2015 | 3 | 2,968 | $176M | $2.0M | $3.9M |
| 2014 | 3 | 2,848 | $177M | $1.7M | $3.6M |
| 2013 | 2 | 1,783 | $171M | $1.4M | $3.3M |
| 2012 | 2 | 1,781 | $146M | $1.1M | $2.9M |
| 2011 | 2 | 1,879 | $136M | $950K | $2.5M |
| 2010 | 2 | 1,842 | $131M | $7.9M | $2.3M |
| 2009 | 2 | 1,920 | $102M | $7.8M | $2.2M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping and information management; Consulting (general); Custodial (securities); Participant communication | 2 | $268,668 |
| Nothern Trust Company | Custodial (securities); Trustee (directed); Investment management | 1 | $164,137 |
| Security Capital Research & MGMT | Investment management | 1 | $127,412 |
| Van Berkom & Associates | Investment management | 1 | $126,244 |
| Aberdeen Asset Management, Inc. | Investment management | 1 | $50,053 |
| Milliman | Actuarial | 1 | $22,900 |
| Lane Gorman Trubitt LLC | Accounting (including auditing) | 1 | $20,960 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Texas Scottish Rite Hospital for Children have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan, Texas Scottish Rite Hospital for Children 401(a) Plan and Retirement Plan for Employees of Texas Scottish Rite Hospital for Children. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Texas Scottish Rite Hospital for Children contribute to its plans?
$11,476,419 in employer contributions across these plans in their latest plan years, about $4,572 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name The Vanguard Group, Inc., Nothern Trust Company, Security Capital Research & MGMT and Van Berkom & Associates and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.