Other · DOL Form 5500 · 2022

The Methodist Hospital Retirement Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
28,126
Participants Very large workforce
99th
Percentile by assets National rank
$69,517
Avg per participant Below avg balance/head
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Official DOL plan name: The Tax Sheltered Annuity Plan of the Methodist Hospital · Sponsored by The Methodist Hospital · Texas · Healthcare & Social Assistance

$2.0B in assets, 28,126 participants

The Methodist Hospital's The Tax Sheltered Annuity Plan of the Methodist Hospital reported $2.0B in total assets and 28,126 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,984 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

The Tax Sheltered Annuity Plan of the Methodist Hospital covers 28,126 participants in Texas, 41x the typical Texas plan (state average ~688 per filing). Assets: $2.0B.

#19,984
in Healthcare & Social Assistance (20,060 peers)
-9.7%
assets change YoY
20×
vs typical plan assets (national mean)

The plan reported a net loss of $210M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Tax Sheltered Annuity Plan of the Methodist Hospital's outsized position by total assets

The Tax Sheltered Annuity Plan of the Methodist Hospital vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,955,231,306 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Tax Sheltered Annuity Plan of the Methodist Hospital's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tax Sheltered Annuity Plan of the Methodist Hospital is a mega filing (28,126 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 760125391 · The Methodist Hospital PY 2022 · Other

The Tax Sheltered Annuity Plan of the Methodist Hospital · $2.0B · 28,126 · 99th

  • TYPE $2.0B
  • TYPE 28,126
  • TYPE 99th
  • TYPE Other
  • TYPE near Cornell University Tax-Deferred Annuity Plan
  • TYPE ind #19984

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Tax Sheltered Annuity Plan of the Methodist Hospital in the asset neighbourhood

Georgetown University Defined Contribution Retirement PlanGeorgetown University Define…$2.0BThe Tax Sheltered Annuity Plan of the Methodist HospitalThe Tax Sheltered Annuity Pl…$2.0BCornell University Tax-Deferred Annuity PlanCornell University Tax-Defer…$1.9BBaptist Health South Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida…$1.9BOhiohealth Retirement Savings Plan 403(b)Ohiohealth Retirement Saving…$1.9B
End-of-year total assets ($B) among The Tax Sheltered Annuity Plan of the Methodist Hospital and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$2.2B
Net Assets (End of Year)$2.0B
Net Income-$210M
Employer EIN760125391
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

The Tax Sheltered Annuity Plan of the Methodist Hospital vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0.511.522.5 Total assets ($B) Participants The Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement PlanSouthern Methodist University Retirement Plan, Total assets ($B): 0.932153525 · Participants: 2277Southern Methodist University Retirement Plan
The Tax Sheltered Annuity Plan of the Methodist Hospital vs. nearby Other plans in Texas, assets vs. participants
Compare The Tax Sheltered Annuity Plan of the Methodist Hospital side-by-side with 3 peers →

The Tax Sheltered Annuity Plan of the Methodist Hospital's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Cornell University Tax-Deferred Annuity Plan in NY ($1.9B); by covered participants it is Vanderbilt University Medical Center Retirement Plan in TN (28,507 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Tax Sheltered Annuity Plan of the Methodist Hospital assets move in 2022? ▼
The Tax Sheltered Annuity Plan of the Methodist Hospital pulled back noticeably - down 9.7% during 2022, from $2.2B to $2.0B. Reported net income was -$210M.
Where does The Tax Sheltered Annuity Plan of the Methodist Hospital rank by assets among Form 5500 filers? ▼
The Tax Sheltered Annuity Plan of the Methodist Hospital ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Tax Sheltered Annuity Plan of the Methodist Hospital? ▼
Among Other plans in other states, the closest by assets is Cornell University Tax-Deferred Annuity Plan in NY ($1.9B, 12,687 participants).
Which Other plans cover a similar participant headcount to The Tax Sheltered Annuity Plan of the Methodist Hospital? ▼
Among Other plans in other states, the closest by covered participants is Vanderbilt University Medical Center Retirement Plan in TN (28,507 participants, $3.4B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760125391.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.