401(k) · DOL Form 5500 · 2023

Memorial Hermann Health System 401(k) Plan

Data updated 2026-08-11

$99M
Total assets: 2,766
Participants: 91st
Percentile by assets: $35,729
Avg per participant

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

$99M in assets, 2,766 participants

Memorial Hermann Health System's Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported $99M in total assets and 2,766 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#16,313 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust covers 2,766 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY): 2,766
covered participants: 91st
percentile by assets (of 127,072 plans): $35,729
avg assets per participant

Where Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust sits 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 2023 · DOL Form 5500

$98,825,206 Top 9% higher than 91% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported net income rose from -$26M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $90M in the plan year 2022 filing to $99M in the plan year 2023 filing.
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported participants fell from 3,000 in the plan year 2022 filing to 2,766 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Healthcare & Social Assistance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reports 2,766 participants - 4.0x that state average ($99M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$99M
Net Income	$9M
Employer EIN	741152597
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Memorial Hermann Health System)

Total plan assets by year, all Memorial Hermann Health System plans on file

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

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Memorial Hermann Health System 401(k) Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust by total assets, not by location.

Aem Retirement Plan (CA) $99M · 292
National Resilience, Inc. 401(k) Plan (CA) $99M · 1,342
Roper Employee Voluntary Retirement Plan (GA) $99M · 2,130
Society for Human Resource Management Incentive Savings Plan (VA) $99M · 332

Frequently Asked Questions

How did Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust assets move in 2023? ▼

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust grew at a solid clip - up 9.9% during 2023, from $90M to $99M. Reported net income was $9M.

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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Aem Retirement Plan in CA ($99M, 292 participants).

Next read for Memorial Hermann Health System 401(k) Re…

Filing takeaways

Ways to act on Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's numbers.

By total assets, Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741152597.