Plan Ledger DOL Form 5500 · updated monthly

Baylor Scott & White Holdings401(k)

BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Baylor Scott & White Holdings reported $3,673,375 in plan administrative expenses for 2024: 0.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,220 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 29th-largest of 5,688 plans among Texas employers on file, and the 25th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,658,502,237
Participants with balances49,443
Active participants46,788
Employer contributions$150,641,086
Employee contributions$221,984,533
Employer contribution per active participant$3,220
Average account balance$94,220
Benefits paid to participants$340,241,013
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7B · 49,443 accts · $150.6M emplr
2023$4.1B · 47,764 accts · $142.5M emplr
2022$3.4B · 45,344 accts · $134.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,602,659
Total administrative$3,673,375
The Baylor Scott & White Holdings 401(k) match · 2024
Employer contribution per active participant$3,220
Median for plans this size$5,259
2024$3,220 per active participant
2023$3,139 per active participant
2022$3,147 per active participant

Baylor Scott & White Holdings's 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$1,215,478
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$2,537,091
FORVIS MAZARS LLP · Accounting / audit$84,525
HAYNES AND BOONE LLP$13,402
WILLIS TOWERS WATSON US LLC$13,289
QDRO CONSULTANTS COMPANY, LLC · Consulting$7,650

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,673,375 · 0.08%
2023$3,015,798 · 0.08%
2022$2,491,707 · 0.07%
All plans at this employer3
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN401(k)
BAYLOR AFFILIATED SERVICES RETIREMENT SAVINGS PLAN401(k)
BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Banner Health AZ$4.9B · 0.09%
Upmc PA$4.9B · 0.10%
St.Joseph Health System WA$4.5B · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463130985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.