401(k) · DOL Form 5500 · 2022

Memorial Hermann Health System 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
3,000
Participants Above avg headcount
92nd
Percentile by assets National rank
$29,985
Avg per participant Low balance/head
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Official DOL plan name: Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance

$90M in assets, 3,000 participants

Memorial Hermann Health System's Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported $90M in total assets and 3,000 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,710 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust covers 3,000 participants in Texas, 4.4x the typical Texas plan (state average ~688 per filing). Assets: $90M.

#18,710
in Healthcare & Social Assistance (20,060 peers)
-22.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's outsized position by total assets

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$89,953,714 Top 8% higher than 92% 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

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's large-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 401(k) Retirement Savings Plan and Trust lands in the large band (3,000 participants).

Published 5500 schedule card

Filing strip 741152597 · Memorial Hermann Health System PY 2022 · 401(k)

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust · $90M · 3,000 · 92nd

  • VS-ST $90M
  • VS-ST 3,000
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Meso Scale Diagnostics 401(k) Plan
  • VS-ST ind #18710

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 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

Natus Medical Incorporated 401(k) Profit Sharing PlanNatus Medical Incorporated 4…$90MMemorial Hermann Health System 401(k) Retirement Savings Plan and TrustMemorial Hermann Health Syst…$90MMeso Scale Diagnostics 401(k) PlanMeso Scale Diagnostics 401(k…$90MMid-Columbia Medical Center Deferred Compensation PlanMid-Columbia Medical Center …$90MNevro Corporation 401(k) Plan$90M
End-of-year total assets ($M) among Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$90M
Net Income-$26M
Employer EIN741152597
Plan Effective Date2000-01-01
Filing StatusFILING 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
$2.5B$3B$3.5B$4B$4.5B 202220232024 $2.93B $4.08B ▲ +39.2%
Year Plans Participants Total Assets
2022 3 37,692 $2.9B
2023 3 39,545 $3.5B
2024 3 39,310 $4.1B

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.089953714 · Participants: 3000Memorial Hermann Health System 401(k) Retirement Savings Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Meso Scale Diagnostics 401(k) Plan in MD ($90M); by covered participants it is Diversicare Healthcare Services, Inc. Savings Plan and Trust in TN (3,000 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,000 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 Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust assets move in 2022?
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust declined sharply - down 22.2% during 2022, from $116M to $90M. Reported net income was -$26M.
How have Memorial Hermann Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Memorial Hermann Health System's sponsor-wide assets grew 39.2%, from $2.9B to $4.1B.
Where does Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers?
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Meso Scale Diagnostics 401(k) Plan in MD ($90M, 685 participants).
Which 401(k) plans cover a similar participant headcount to Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Diversicare Healthcare Services, Inc. Savings Plan and Trust in TN (3,000 participants, $32M in assets).