401(k)
2022 plan-year 401(k) DOL Form 5500

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Memorial Hermann Health System Β· Texas Β· Healthcare & Social Assistance

What the 2023 filing shows

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust holds $90M for 3,000 participants - about $29,985 per participant, down 22.2% over the 2022 plan year.

$90M
total plan assets (2022 EOY)
3,000
covered participants
$29,985
avg assets per participant
-22.2%
assets change YoY

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

Total Assets (2023)
$90M
Participants
3,000
State
Industry
Healthcare & Social Assistance

What the Filing Says About Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust is a 401(k) retirement plan sponsored by Memorial Hermann Health System, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $90M in total end-of-year assets and covers 3,000 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 741152597, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $116M at the beginning of 2022 to $90M at year-end β€” a decline of 22.2%. Net assets (after liabilities) closed the year at $90M, with reported net income of $-25,671,414 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$116M
Total Assets (End of Year)$90M
Net Assets (End of Year)$90M
Net Income$-25,671,414
Plan Type401(k)
Employer EIN741152597
Plan Effective Date2000-01-01
Filing StatusFILING 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 2 33,756 $3.4B

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
As of the 2022 Form 5500 filing, Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust holds $90M in total assets with 3,000 participants. It is sponsored by Memorial Hermann Health System.
What type of plan is Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 741152597.
Who sponsors the Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust is sponsored by Memorial Hermann Health System, located in Texas. The sponsor's EIN is 741152597 and the plan operates in the Healthcare & Social Assistance industry.
How did Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust perform in 2022?
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust declined by 22.2% during 2022, moving from $116M to $90M in total assets. Net income was $-25,671,414.
Where can I find official filings for Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust?
Official Form 5500 filings for Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741152597 or plan name at efast.dol.gov.
How does Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust compare to other plans?
You can compare Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 741152597.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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