Plan Ledger DOL Form 5500 · updated monthly

Methodist Hospitals of Dallas403(b)

METHODIST HEALTH SYSTEM 403(B)PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

Methodist Hospitals of Dallas reported $5,345 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 fell from 0.03% to 0.00%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 152nd-largest of 5,688 plans among Texas employers on file, and the 239th of 11,911 in health care & social assistance. active participation has grown from 9,350 to 11,274 since 2022.

Plan summary
Net assets, end of year$759,037,256
Participants with balances13,428
Active participants11,274
Employer contributions—
Employee contributions$65,308,795
Employer contribution per active participant—
Average account balance$56,526
Benefits paid to participants$63,101,671
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$759.0M · 13,428 accts
2023$657.2M · 12,812 accts · $376 emplr
2022$554.2M · 11,634 accts
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 · 20244
FIDELITY INV INST OPERATIONS CO LLC · Recordkeeping · Trusteeindirect comp
STRATEGIC ADVISORS INC · Investment advisory (plan)$182,196
CREATIVE PLANNING HOLDCO LLC · Consulting$56,550
WHITLEY PENN LLP · Accounting / audit$54,100

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$5,345 · 0.00%
2023$4,631 · 0.00%
2022$200,418 · 0.03%
All plans at this employer2
METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLANDefined-contribution plan
METHODIST HEALTH SYSTEM 403(B)PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Texas
Hanger, Inc. TX$709.2M · 0.12%
Sonic Healthcare USA, Inc. TX$587.8M · 0.08%
Shannon Medical Center TX$460.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.