Defined Benefit (Pension) · DOL Form 5500 · 2022
Memorial Hermann Health System Pension Plan
Data updated 2026-08-25
- $640M
- Total assets Above avg plan size
- 6,282
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $101,817
- Avg per participant Below avg balance/head
Official DOL plan name: Memorial Hermann Pension Plan · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance
$640M in assets, 6,282 participants
Memorial Hermann Health System's Memorial Hermann Pension Plan reported $640M in total assets and 6,282 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,764 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Memorial Hermann Pension Plan covers 6,282 participants in Texas, 9.1x the typical Texas plan (state average ~688 per filing). Assets: $640M.
- #19,764
- in Healthcare & Social Assistance (20,060 peers)
- +1.2%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Memorial Hermann Pension Plan's outsized position by total assets
Memorial Hermann Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$639,613,958 Top 2% higher than 98% 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 Pension Plan'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 Pension Plan lands in the large band (6,282 participants).
Plan-year Form 5500 strip
Filing strip 741152597 · Memorial Hermann Health System PY 2022 · Defined Benefit (Pension)
Memorial Hermann Pension Plan · $640M · 6,282 · 98th
- PART $640M
- PART 6,282
- PART 98th
- PART Defined Benefit (Pension)
- PART near Medstar Health, Inc. Cash Balance Retirement Plan
- PART ind #19764
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 Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $632M |
|---|---|
| Net Assets (End of Year) | $635M |
| Net Income | $15M |
| Employer EIN | 741152597 |
| Plan Effective Date | 1982-01-01 |
| 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 Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Scale composition for Memorial Hermann Pension Plan
Memorial Hermann Pension Plan reports $640M in end-of-year assets across 6,282 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $101,817 per participant (74% of the national average assets-per-participant) . Net income for plan year 2022 was $15M.
This plan identity (EIN 741152597, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $640M to $650M (+1.6%) while covered participants moved from 6,282 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,282 | $640M | This page |
| 2023 | 5,830 | $642M | Open filing |
| 2024 · index core | 5,554 | $650M | 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 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Medstar Health, Inc. Cash Balance Retirement Plan in MD ($641M); by covered participants it is Employees' Retirement Plan of Bank of Montreal/Harris in IL (6,297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($640M here).
- Medstar Health, Inc. Cash Balance Retirement Plan (MD) $641M · 2,467
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fund (MN) $638M · 2,046
- Iron Workers Locals 40, 361 & 417 Pension Fund (NY) $642M · 2,251
- American Maritime Officers Pension Plan (FL) $637M · 1,054
Similar participant headcount
Nearest other-state filings by covered participants (6,282 participants); asset peers above are excluded.
- Employees' Retirement Plan of Bank of Montreal/Harris (IL) 6,297 · 15 off
- Twin City Carpenters and Joiners Pension Fund (MN) 6,352 · 70 off
- The Cultural Institutions Pension Plan (NY) 6,188 · 94 off
- Pipe Fitters Retirement Fund, Local 597 (IL) 6,121 · 161 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.