Texas › Health care and social assistance › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Methodist Health System 403(b) Plan
Sponsored by Methodist Hospitals of Dallas, Dallas, TX
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2025, Methodist Health System 403(b) Plan covered 17,325 participants and held $928M in net assets. The plan is a 403(b) plan sponsored by Methodist Hospitals of Dallas of Dallas, Texas.
Net assets came to $53,273 per participant in plan year 2024, below the $64,499 median for defined contribution plans with 5,000 to 24,999 participants and well above the $30,764 median for defined contribution plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 4 service provider organisations paid $5,000 or more, with reported compensation of $396K: $22.83 per participant, well below the same-size median of $53.38. Administrative expenses charged to the plan were $4,751. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $112M in 2009 to $928M in 2025 (up 730%), and participants from 106 to 17,325 (up 16244%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $53,273 | $64,499 | $30,764 | $53,102 |
| Employer contributions per active participant | — | $2,424 | $1,536 | $2,175 |
| Schedule C compensation per participant | $20.55 | $53.38 | $93.85 | $123 |
| Schedule C compensation, share of net assets | 0.04% | 0.09% | 0.31% | 0.26% |
| Administrative expenses per participant | $0.38 | $54.85 | $86.53 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 5,000 to 24,999 participants (2,605 plans), health care and social assistance (9,402) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 17,325 | $928M | $53,556 | — | $75.7M | $396K |
| 2024 | 14,248 | $759M | $53,273 | — | $65.3M | $293K |
| 2023 | 13,639 | $657M | $48,185 | $0 | $59.1M | $180K |
| 2022 | 12,453 | $554M | $44,500 | — | $56.8M | $200K |
| 2021 | 11,959 | $650M | $54,321 | — | $57.3M | $137K |
| 2020 | 11,238 | $549M | $48,824 | — | $48.8M | $65K |
| 2019 | 10,513 | $452M | $43,011 | $42.9M | $4.6M | $91K |
| 2018 | 10,452 | $358M | $34,271 | — | $39.4M | $30K |
| 2017 | 9,921 | $366M | $36,908 | — | $35.2M | $246K |
| 2016 | 9,412 | $302M | $32,095 | — | $31.0M | $81K |
| 2015 | 8,660 | $273M | $31,505 | — | $28.5M | $0 |
| 2014 | 8,213 | $262M | $31,856 | — | $25.2M | $0 |
| 2013 | 7,920 | $240M | $30,248 | — | $22.8M | $33K |
| 2012 | 7,604 | $194M | $25,556 | — | $20.4M | $29K |
| 2011 | 5,292 | $139M | $26,186 | — | $16.4M | $23K |
| 2010 | 5,509 | $134M | $24,330 | — | $15.5M | $20K |
| 2009 | 106 | $112M | $1,055,226 | — | $16.1M | $14K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$759,037,256
- Employer contributions—
- Participant contributions$75,713,866
- Rollovers and other contributions$11,061,002
- Total contributions$86,774,868
- Total income, including investment results$235,884,157
- Benefits paid$67,056,180
- Administrative expenses$4,751
- Total expenses$67,060,931
- Net income$168,823,226
- Net transfers$0
- Net assets, end of year$927,860,482
Participants
- Active participants12,165
- Retired or separated, receiving benefits68
- Retired or separated, entitled to future benefits5,062
- Participants with account balances16,496
- Total participants, end of year17,325
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Strategic Advisors Inc. | Investment advisory (plan) | $250,547 | $0 |
| Whitley Penn LLP | Accounting (including auditing) | $86,180 | $0 |
| Creative Planning Holdco LLC | Consulting (general) | $58,812 | $0 |
| Fidelity Inv Inst Operations Co. LLC | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Participant loan processing | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$4,751
- Total administrative expenses$4,751
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$886M · 95.5%
- Insurance company general account$24.4M · 2.6%
- Participant loans$15.2M · 1.6%
- Receivables$2.5M · 0.3%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmGrant Thornton LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2GTotal participant-directed account plan2LCode section 403(b)(1) arrangement (annuity contracts)2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)2S401(k) plan or 403(b) plan that provides for automatic enrollment2TTotal or partial participant-directed account plan with a default investment account3FPlan sponsor(s) received services of leased employees3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 622000: Hospitals.
Other plans of Methodist Hospitals of Dallas
| Plan | Participants | Net assets |
|---|---|---|
| Methodist Health System Employee Retirement Plan | 15,121 | $484M |
Similar plans in Texas
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| The Tax Sheltered Annuity Plan of Texas Children's Hospital | Texas Children's | 20,766 | $2.51B | $121,053 |
| Methodist Health System Employee Retirement Plan | Methodist Hospitals of Dallas | 15,121 | $484M | $32,027 |
| Creative Solutions in Healthcare 401(k) Plan | Creative Solutions in Healthcare | 22,700 | $27.6M | $1,215 |
| Children's Health System of Texas 403(b) Employee Savings Plan | Children's Health System of Texas | 14,302 | $1.06B | $73,955 |
| One Elara Retirement Plan | BW NHHC Holdco Inc., DBA Elara Caring | 33,307 | $186M | $5,588 |
| Children's Health System of Texas 401(a) Employee Savings Plan | Children's Health System of Texas | 13,366 | $640M | $47,851 |
Defined contribution plans in health care and social assistance closest in size.
Questions and answers
How big is Methodist Health System 403(b) Plan?
17,325 participants at the end of the plan year ending 31 Dec 2025, of whom 12,165 were active employees, with net assets of $927,860,482. Among defined contribution plans that places it in the 5,000 to 24,999 participants band, which held 2,605 plans in plan year 2024.
What does Methodist Hospitals of Dallas contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $395,539 in compensation to service provider organisations, $22.83 per participant or 0.04% of net assets. The same-size median among plans reporting any Schedule C compensation was $53.38 per participant. Administrative expenses on Schedule H were $4,751. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Methodist Hospitals of Dallas. Recordkeeping or administration: Fidelity Inv Inst Operations Co. LLC. Investment advisory or management: Strategic Advisors Inc.. Trustee or custodian: Fidelity Inv Inst Operations Co. LLC. The financial statements were audited by Grant Thornton LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 31 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 75-0800661, plan 002, received 31 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.