How big is Texas Methodist Foundation's plan?

Texas Methodist Foundation's plan reported $12.0M in assets and 49 participants for 2024.

Original filing (PDF)20250910082847NAL0013328803001

Texas Methodist Foundation

Name: Texas Methodist Foundation — Texas Methodist, Form 5500 (2024)
Creator: Texas Methodist Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Methodist Foundation Retirement Plan

401(k) retirement plan · Texas Methodist Foundation's Texas Methodist Foundation Retirement Plan held $12.0M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Susan Puhar signed Texas Methodist Foundation's 2024 Form 5500 as plan administrator.

Susan Puhar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Texas Methodist Foundation's EIN is 74-1363741.

EIN 74-1363741

Plan number 001

Plan year 2024

ACK ID 20250910082847NAL0013328803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Methodist Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score