How big is Methodist Home for Children's plan?

Methodist Home for Children's plan reported $12.4M in assets and 365 participants for 2024.

Original filing (PDF)20251014091806NAL0001162947005

Methodist Home for Children

Name: Methodist Home for Children — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Methodist Home for Children
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Methodist Home for Children

Defined-contribution retirement plan · Methodist Home for Children's 403(b) Thrift Plan for Employees of Methodist Home for Children held $12.4M in plan assets for 365 participants in 2024, with Mutual of Amercia Life Insurance Co as recordkeeper.

Active participants

365

Accounts w/ balance

446

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

Plan identifiers

Methodist Home for Children's EIN is 56-0547482.

EIN 56-0547482

Plan number 002

Plan year 2024

ACK ID 20251014091806NAL0001162947005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Methodist Home for Children from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Methodist Home for Children's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METHODIST HOME FOR CHILDREN.

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How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

METHODIST HOME FOR CHILDREN

EIN

all filings

Address

1041 WASHINGTON STREET · RALEIGH, NC · 276051259

Phone

(919) 833-2834

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WILLIAMS OVERMAN PIERCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERCIA LIFE INSURANCE CO	13-1614399	NEW YORK, NY	RECORDKEEPER	$6K	—

Investments

44 direct securities · 1 pooled fund· $23.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$10.8M

1 holding

Pooled Separate Accounts

$10.7M

42 holdings

Cash / Money Market

$1.5M

1 holding

Bonds / Notes

$178K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$10.8M	86.7%
Mutual of America Funds Fidelity VIP Contrafund Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	15.2%
Mutual of America Funds Interest Accumulation Fund - Cash and Cash Equivalents	Cash / Money Market	—	—	$1.5M	11.9%
Mutual of America Funds Equity Index Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$990K	8.0%
Mutual of America Funds 2030 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$920K	7.4%
Mutual of America Funds 2025 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$752K	6.1%
Mutual of America Funds 2045 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$629K	5.1%
Mutual of America Funds Vanguard VIF Diversified Value - Pooled Separate Account	Pooled Separate Accounts	—	—	$616K	5.0%
Mutual of America Funds Mid-Cap Equity Index - Pooled Separate Account	Pooled Separate Accounts	—	—	$546K	4.4%
Mutual of America Funds American Funds Century VP Capital Appreciation Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$513K	4.1%
Mutual of America Funds 2040 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$400K	3.2%
Mutual of America Funds Vanguard VIF International - Pooled Separate Account	Pooled Separate Accounts	—	—	$367K	3.0%
Mutual of America Funds 2055 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$362K	2.9%
Mutual of America Funds T Rowe Price Blue Chip Growth Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$336K	2.7%
Mutual of America Funds Fidelity VIP Mid Cap Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$221K	1.8%
Mutual of America Funds Small Cap Growth Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$188K	1.5%
Mutual of America Funds 2060 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$187K	1.5%
Mutual of America Funds Bond Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$183K	1.5%
Participant Loans Interest rates of 5.85% with various maturity dates through 2030 0	Bonds / Notes	—	—	$178K	1.4%
Mutual of America Funds 2050 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$176K	1.4%
Mutual of America Funds Small Cap Value Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	1.4%
Mutual of America Funds Composite Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	1.4%
Mutual of America Funds DWS Capital Growth VIP Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$148K	1.2%
Mutual of America Funds Aggressive Allocation Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$131K	1.1%
Mutual of America Funds 2035 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$118K	0.9%
Mutual of America Funds Fidelity VIP Equity - Income Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$106K	0.8%
Mutual of America Funds All America Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$100K	0.8%
Mutual of America Funds Calvert Funds VP SRI Balanced Portfolio Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$77K	0.6%
Mutual of America Funds International Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$67K	0.5%
Mutual of America Funds 2020 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	0.5%
Mutual of America Funds Money Market Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$39K	0.3%
Mutual of America Funds 2065 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	0.3%
Mutual of America Funds Vanguard VIF REIT Index Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$33K	0.3%
Mutual of America Funds Mid-Cap Value Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
Mutual of America Funds Conservative Allocation Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.2%
Mutual of America Funds Goldman Sachs VIT Small Cap Equity Insights - Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.1%
Mutual of America Funds Fidelity VIP Asset Manager Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.1%
Mutual of America Funds 2015 Retirement Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%
Mutual of America Funds Small-Cap Equity Index Fund- Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
Mutual of America Funds Retirement Income Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
Mutual of America Funds Invesco V.I Main Street Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
Mutual of America Funds American Funds Insurance Series New World Fund - Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
Mutual of America Funds PIMCO VIT Real Return Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Mutual of America Funds MFS VIT III Mid-Cap Value Portfolio - Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Mutual of America Funds Goldman Sachs VIT US Equity Insights - Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%