Other · DOL Form 5500 · 2022
Memorial Hermann Health System Retirement Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 28,410
- Participants
- 99th
- Percentile by assets
- $77,499
- Avg per participant
Official DOL plan name: Memorial Hermann Health System Employees' Retirement Savings Plan · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance
$2.2B in assets, 28,410 participants
Memorial Hermann Health System's Memorial Hermann Health System Employees' Retirement Savings Plan reported $2.2B in total assets and 28,410 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)
- #19,993 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Memorial Hermann Health System Employees' Retirement Savings Plan covers 28,410 participants in Texas, 41x the typical Texas plan (state average ~688 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2022 EOY)
- 28,410
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $77,499
- avg assets per participant
The plan reported a net loss of $266M 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. Memorial Hermann Health System Employees' Retirement Savings Plan reports 28,410 participants - 41x that state average ($2.2B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$266M |
| Employer EIN | 741152597 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Hermann Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 37,692 | $2.9B |
| 2023 | 3 | 39,545 | $3.5B |
| 2024 | 3 | 39,310 | $4.1B |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
Memorial Hermann Health System Employees' Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- 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
Scale composition for Memorial Hermann Health System Employees' Retirement Savings Plan
Memorial Hermann Health System Employees' Retirement Savings Plan reports $2.2B in end-of-year assets across 28,410 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $77,499 per participant (56% of the national average assets-per-participant) . Net income for plan year 2022 was -$266M.
This plan identity (EIN 741152597, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $3.3B (+51.0%) while covered participants moved from 28,410 to 33,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,410 | $2.2B | This page |
| 2023 | 30,949 | $2.8B | Open filing |
| 2024 · index core | 33,543 | $3.3B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Memorial Hermann Health System Employees' Retirement Savings Plan (Other, $3.3B, 33,543 participants)
- Memorial Hermann Pension Plan (Defined Benefit (Pension), $650M, 5,554 participants)
- Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust (401(k), $106M, 213 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memorial Hermann Health System Employees' Retirement Savings Plan by total assets, not by location.
- Beaumont Health 403(b) Retirement Savings Plan (MI) $2.2B · 33,585
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) $2.2B · 6,166
- Nyu Langone Hospitals 403(b) Plan (NY) $2.3B · 13,774
- Jefferson Defined Contribution Retirement Plan (PA) $2.1B · 14,302
Frequently Asked Questions
How did Memorial Hermann Health System Employees' Retirement Savings Plan assets move in 2022? ▼
How have Memorial Hermann Health System plan assets changed over time? ▼
Where does Memorial Hermann Health System Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Memorial Hermann Health System Employees' Retirement Savings Plan? ▼
Next read for Memorial Hermann Health System Employees…
Filing takeaways
Ways to act on Memorial Hermann Health System Employees' Retirement Savings Plan's numbers.
- By total assets, Memorial Hermann Health System Employees' Retirement Savings Plan 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
- Memorial Hermann Health System's sponsor-wide assets have grown 39.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans