Nebraska Methodist Health System 401(k) and pension plans

Nebraska Methodist Health System, Inc., Omaha, NE. EIN 47-0639839. Annual reports 2009–2024. Also filed as Nebraska Methodist Health System.

Nebraska Methodist Health System, Inc. has one active retirement plan on file, the Methodist Health System 401(k) Plan, with 9,591 participants and $706 million in assets in 2024. Fidelity has been its recordkeeper since 2023.

Active plans: 1
Participants: 9,591
Plan assets: $706 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Methodist Health System 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 47-0639839
Participants (2024): 9,591
Net assets (2024): $706 million
Recordkeeper: Fidelity2023–2024
Plan administrator: Nebraska Methodist Health System, Inc.
825 South 169TH Street
Omaha, NE 68118
(402) 354-2200As filed for 2024
In effect since: July 1, 2023

Plans merged into this one: The Nebraska Methodist Health System Retirement (2023).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,591	$706 million	Fidelity
2023	9,282	$590 million	Fidelity

Nebraska Methodist Health System Defined Contribution Retirement Plan

403(b)Closed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 47-0639839
Participants (2022): 9,336
Net assets (2022): $582 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: Nebraska Methodist Health System
825 South 169TH Street
Omaha, NE 68118
(402) 352-2200As filed for 2023
In effect since: November 1, 2000

Earlier plan names: Nebraska Methodist Health System Tax Sheltered Account Plan; NMHS Defined Contribution Retirement Plan; Nebraska Methodist Health Systems Defined Contribution Retirement Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Principal
2022	9,336	$582 million	Principal
2021	8,996	$661 million	Principal
2020	8,958	$558 million	Principal
2019	8,690	$456 million	Wells Fargo
2018	7,652	$355 million	Wells Fargo
2017	7,566	$350 million	Wells Fargo
2016	7,266	$274 million	Wells Fargo
2015	6,895	$229 million	Wells Fargo
2014	6,358	$219 million	Wells Fargo
2013	6,156	$199 million	Wells Fargo
2012	5,989	$156 million	Wells Fargo
2011	5,871	$130 million	Wells Fargo
2010	5,728	$122 million	Wells Fargo
2009	5,366	$95.9 million	Wells Fargo

The Nebraska Methodist Health System Retirement

Cash balance pension, frozenMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the Methodist Health System 401(k) Plan, sponsored by Nebraska Methodist Health System, Inc. (EIN 47-0639839, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 47-0639839
Participants (2021): 4,116
Net assets (2021): $351 million
Plan administrator: Nebraska Methodist Health System, Inc.
825 S 169TH Street
Omaha, NE 68118
(402) 354-2208As filed for 2023
In effect since: December 31, 1969

Earlier plan names: The Nebraska Methodist Health System Retirement Account Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$25.0 million	not listed
2021	4,116	$351 million	not listed
2020	4,345	$384 million	not listed
2019	4,524	$358 million	not listed
2018	4,738	$324 million	not listed
2017	4,918	$357 million	not listed
2016	5,251	$329 million	not listed
2015	5,455	$314 million	not listed
2014	5,771	$318 million	not listed
2013	6,382	$304 million	not listed
2012	6,749	$274 million	not listed
2011	6,986	$247 million	not listed
2010	6,705	$230 million	not listed
2009	6,582	$211 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Methodist Health System 401(k) 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 ((402) 354-2200). 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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.