401(k) · DOL Form 5500 · 2023
Memorial Hermann Health System 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 2,766
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $35,729
- Avg per participant Low balance/head
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.
- #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.
- #16,313
- in Healthcare & Social Assistance (17,684 peers)
- +9.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
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 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's large-plan peer group by participant headcount
Plan-year 2023 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 (2,766 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Published 5500 schedule card
Filing strip 741152597 · Memorial Hermann Health System PY 2023 · 401(k)
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust · $99M · 2,766 · 91st
- BOOK $99M
- BOOK 2,766
- BOOK 91st
- BOOK 401(k)
- BOOK near Aem Retirement Plan
- BOOK ind #16313
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
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)
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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
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 Aem Retirement Plan in CA ($99M); by covered participants it is Carrington 401(k) Plan in CA (2,765 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,766 participants); asset peers above are excluded.
- Carrington 401(k) Plan (CA) 2,765 · 1 off
- Dsm North America Defined Contribution Plan (NJ) 2,767 · 1 off
- Matheson Trucking, Inc. 401(k) Plan (CA) 2,765 · 1 off
- Midwest Teamsters Member 401(k) Plan (MN) 2,765 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.