Find an old Methodist Hospitals of Dallas 401(k)

Who to contact about an account in each of the 2 Methodist Hospitals of Dallas plans, from the filings. Free, no sign-up, no Social Security number.

Methodist Health System 403(b) Plan

Methodist Hospitals of Dallas · Plan 002 · EIN 75-0800661 · Dallas, TX

Active · plan year 2025 filing403(b)
Plan administratorMethodist Hospitals of Dallas
P.O. Box 655999, Dallas, TX 75265-5999
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Inv Inst Operations Co LLCSchedule C ↗
Former employees with balances5,062 separated participants still had money in the planForm 5500 ↗

Methodist Health System Employee Retirement Plan

Methodist Hospitals of Dallas · Plan 001 · EIN 75-0800661 · Dallas, TX

Active · plan year 2025 filingRetirement
Plan administratorMethodist Hospitals of Dallas
PO Box 655999, Dallas, TX 75265-5999
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Inv Inst Operations Co LLCSchedule C ↗
Former employees with balances2,859 separated participants still had money in the planForm 5500 ↗

Methodist Hospitals of Dallas 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Methodist Hospitals of Dallas 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Methodist Hospitals of Dallas, (214) 947-4500. The accounts are held by the recordkeeper, Fidelity Inv Inst Operations Co LLC. Have your Social Security number and dates of employment ready.

What is the Methodist Hospitals of Dallas 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (214) 947-4500.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Methodist Hospitals of Dallas and does not hold accounts. Not financial advice. Report a correction