Steward Health Care, Dallas, TX. EIN 27-2473240. Annual reports 2010–2024. Also filed as Steward Health Care System LLC; Steward Health Care System, LLC.
Steward Health Care has no active retirement plan on file. Its last annual report was for 2024. Its Steward Health Care Acquisition 401(k) Retirement Savings Plan was merged into Steward Health Care 401(k) Retirement Savings Plan in 2019. No traditional pension plan appears in Steward Health Care's filings since 2010.
Active plans
0
Plans on file
3
Industry
Health care
All 3 plans
Active plans first
Steward Health Care 401(k) Retirement Savings Plan
401(k)Closed
Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.
Earlier sponsor: Steward Health Care System LLC (2010–2019).
Earlier plan names: Steward Health Care 401(k) Retirement Plan; Steward Healthcare Retirement Savings Plan.
Year by year, 2010 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
0
$0
Fidelity
2023
37,953
$1.8 billion
Fidelity
2022
41,618
$1.7 billion
Fidelity
2021
43,641
$2.0 billion
Fidelity
2020
38,705
$1.8 billion
Fidelity
2019
41,138
$1.6 billion
Fidelity
2018
18,221
$986 million
Fidelity
2017
17,125
$795 million
Fidelity
2016
16,947
$651 million
Fidelity
2015
16,185
$580 million
Fidelity
2014
16,612
$544 million
Fidelity
2013
15,929
$486 million
Fidelity
2012
15,745
$381 million
Fidelity
2011
14,478
$284 million
Fidelity
2010
13,596
$152 million
Fidelity
Steward Health Care Acquisition 401(k) Retirement Savings Plan
401(k)Merged
Merged. In 2019 its assets moved to the Steward Health Care 401(k) Retirement Savings Plan, sponsored by Steward Health Care (EIN 27-2473240, plan 001). Accounts moved with them, so that plan is the one to contact.
Steward Health Care System LLC 1900 N Pearl Street Suite 2400 Dallas, TX 75201 (469) 341-8800As filed for 2019
In effect since
May 1, 2017
Earlier plan names: Steward Caritas Christi Retirement Plan.
Year by year, 2014 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
Principal
2018
6,743
$10.9 million
Principal
2017
6,744
$204 million
Principal
2015
0
$0
State Street
2014
8,307
$344 million
State Street
Steward Health Care 401(k) for Certain Collectively Bargained Employees
401(k)Merged
Merged. In 2015 its assets moved to the Steward Healthcare Retirement Savings Plan, sponsored by Steward Health Care (EIN 27-2473240, plan 001). Accounts moved with them, so that plan is the one to contact.
Steward Health Care System, LLC 500 Boylston Street Boston, MA 02116 (781) 375-3342As filed for 2015
In effect since
May 1, 2011
Year by year, 2011 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
Fidelity
2014
506
$9.7 million
Fidelity
2013
540
$8.9 million
Fidelity
2012
540
$7.0 million
Fidelity
2011
569
$2.3 million
Fidelity
If you had money in one of these plans
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.