Baylor Scott & White Holdings 401(k) and pension plans
Baylor Scott & White Holdings, Dallas, TX. EIN 46-3130985. Annual reports 2009–2024. Also filed as Baylor Health Care System; Baylor Affiliated Services; Baylor Scott & White Health Holdings; Scott & White Clinic.
Baylor Scott & White Holdings has 4 active retirement plans on file. The largest is the Baylor Scott & White Health Retirement Savings Plan, with 58,503 participants and $4.7 billion in assets in 2024. Empower has been its recordkeeper since 2017.
Earlier sponsors: Scott & White Clinic (2009); Scott and White Memorial Hospital (2010–2011); Scott and White Healthcare (2012–2015); Baylor Scott & White Health (2018–2022).
Earlier plan names: Scott & White 403B Savings Plan; Scott and White 403B Savings Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
6,359
$647 million
Empower
2023
6,617
$579 million
Empower
2022
6,964
$487 million
Empower
2021
7,290
$585 million
Empower
2020
7,878
$531 million
Empower
2019
8,537
$473 million
Empower
2018
9,642
$399 million
Empower
2017
10,658
$440 million
Empower
2016
12,983
$387 million
Vanguard
2015
14,891
$379 million
Vanguard
2014
17,129
$392 million
Vanguard
2013
16,007
$343 million
Vanguard
2012
12,815
$262 million
Vanguard
2011
12,313
$213 million
Vanguard
2010
10,543
$191 million
Vanguard
2009
13,189
$150 million
not listed
Baylor Affiliated Services Retirement Savings Plan
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Earlier sponsor: Scott & White Hospital - Brenham (2010–2016).
Earlier plan names: Tha Defined Benefit Retirement Plan for Scott & White Hospital - Brenham; Tha Defined Benefit Retirement Plan for Scott & White Hospital Brenham.
Year by year, 2010 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
0
$1.2 million
not listed
2023
536
$53.7 million
not listed
2022
1,456
$67.9 million
not listed
2021
1,510
$93.7 million
not listed
2020
1,526
$92.6 million
Wilmington Trust, National Assoc.
2019
1,629
$74.1 million
not listed
2018
1,662
$66.2 million
not listed
2017
1,696
$74.6 million
not listed
2016
444
$22.1 million
not listed
2015
452
$21.3 million
not listed
2014
460
$22.4 million
not listed
2013
481
$21.3 million
not listed
2012
480
$17.6 million
not listed
2011
513
$15.4 million
not listed
2010
558
$15.4 million
not listed
Tha Retirement Plan for King'S Daughters Hospital
Pension (defined benefit), frozenMerged
Merged. In 2016 its assets moved to the Tha Defined Benefit Retirement Plan for Scott & White Hospital Brenham, sponsored by Baylor Scott & White Holdings (EIN 74-2519752, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
010Employer EIN 74-1166904
Participants (2015)
466
Net assets (2015)
$25.4 million
Plan administrator
Healthshare 1108 Lavaca, Suite 700 Austin, TX 78701 (512) 465-1082As filed for 2016
Earlier sponsors: Scott & White Mem. Hosp. & Scott, Sherwood and Brindley Foundation (2009–2012); Scott & White Mem. Hosp. (2013–2015).
Year by year, 2009 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
not listed
2015
466
$25.4 million
not listed
2014
474
$27.4 million
not listed
2013
478
$26.0 million
not listed
2012
479
$22.9 million
not listed
2011
494
$20.6 million
not listed
2010
503
$19.8 million
not listed
2009
526
$18.0 million
not listed
All Saints Health System Pension Plan
Cash balance pension, frozenMerged
Merged. In 2016 its assets moved to the Tha Retirement Plan for King'S Daughters Hospital, sponsored by Baylor Scott & White Holdings (EIN 74-1166904, plan 010). Accounts moved with them, so that plan is the one to contact.
Plan number
004Employer EIN 75-1812652
Participants (2015)
833
Net assets (2015)
$18.4 million
Plan administrator
Baylor Scott & White Holdings 440 Lyndon B. Johnson Freeway, Plaza II, Suite 225 Irving, TX 75063 (214) 820-7917As filed for 2016
In effect since
January 1, 1976
Earlier sponsors: Baylor All Saints Health System (2009–2014); Baylor Health Care System (2010).
Earlier plan names: All Saints Health System 403(b) Plan.
These plans once filed under Baylor Scott & White Holdings's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.
If you had money in one of these plans
Call Empower (empower.com), which runs the Baylor Scott & White Health Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((972) 785-5905). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.