Other · DOL Form 5500 · 2022
Memorial Hermann Health System Retirement Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 28,410
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,499
- Avg per participant Below avg balance/head
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.
- #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.
- #19,993
- in Healthcare & Social Assistance (20,060 peers)
- -10.8%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
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.
Memorial Hermann Health System Employees' Retirement Savings Plan's outsized position by total assets
Memorial Hermann Health System Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,201,736,570 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Memorial Hermann Health System Employees' Retirement Savings Plan'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. Memorial Hermann Health System Employees' Retirement Savings Plan is a mega filing (28,410 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 741152597 · Memorial Hermann Health System PY 2022 · Other
Memorial Hermann Health System Employees' Retirement Savings Plan · $2.2B · 28,410 · 99th
- VS-ST $2.2B
- BOY 28,410
- SCH 99th
- EBSA Other
- PART near Beaumont Health 403(b) Retirement Savings Plan
- TYPE ind #19993
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 →
Memorial Hermann Health System Employees' Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Memorial Hermann Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 39.20617200130262% vs 2022
- 2024 filing year
| 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.
- 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)
Memorial Hermann Health System Employees' Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Beaumont Health 403(b) Retirement Savings Plan in MI ($2.2B); by covered participants it is Ohiohealth Retirement Savings Plan 403(b) in OH (28,462 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (28,410 participants); asset peers above are excluded.
- Ohiohealth Retirement Savings Plan 403(b) (OH) 28,462 · 52 off
- Vanderbilt University Medical Center Retirement Plan (TN) 28,507 · 97 off
- University of Rochester Retirement Program (NY) 27,581 · 829 off
- Rwjbarnabas Health 403(b) Savings Plan (NJ) 29,563 · 1,153 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.