Other · DOL Form 5500 · 2022
The Methodist Hospital Retirement Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 28,126
- Participants
- 99th
- Percentile by assets
- $69,517
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $2.0B
- total plan assets (2022 EOY)
- 28,126
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $69,517
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Tax Sheltered Annuity Plan of the Methodist Hospital reports 28,126 participants - 41x that state average ($2.0B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$210M |
| Employer EIN | 760125391 |
| Plan Effective Date | 1966-02-01 |
| Filing Status | FILING 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
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
- Southern Methodist University Retirement Plan $932M · 2,277
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Tax Sheltered Annuity Plan of the Methodist Hospital by total assets, not by location.
- Cornell University Tax-Deferred Annuity Plan (NY) $1.9B · 12,687
- Georgetown University Defined Contribution Retirement Plan (DC) $2.0B · 4,918
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $1.9B · 22,860
- Ohiohealth Retirement Savings Plan 403(b) (OH) $1.9B · 28,462
Frequently Asked Questions
How did The Tax Sheltered Annuity Plan of the Methodist Hospital assets move in 2022? ▼
Where does The Tax Sheltered Annuity Plan of the Methodist Hospital rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Tax Sheltered Annuity Plan of the Methodist Hospital's numbers.
- By total assets, The Tax Sheltered Annuity Plan of the Methodist Hospital ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans