Other · DOL Form 5500 · 2023

The Methodist Hospital Retirement Plan

Data updated 2026-08-25

$2.5B
Total assets Very large vs avg
29,975
Participants Very large workforce
99th
Percentile by assets National rank
$82,856
Avg per participant Below avg balance/head
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Official DOL plan name: The Tax Sheltered Annuity Plan of the Methodist Hospital · Sponsored by The Methodist Hospital · Texas · Healthcare & Social Assistance

$2.5B in assets, 29,975 participants

The Methodist Hospital's The Tax Sheltered Annuity Plan of the Methodist Hospital reported $2.5B in total assets and 29,975 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,611 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

The Tax Sheltered Annuity Plan of the Methodist Hospital covers 29,975 participants in Texas, 44x the typical Texas plan (state average ~688 per filing). Assets: $2.5B.

#17,611
in Healthcare & Social Assistance (17,684 peers)
+27.0%
assets growth YoY
25×
vs typical plan assets (national mean)

The Tax Sheltered Annuity Plan of the Methodist Hospital's outsized position by total assets

The Tax Sheltered Annuity Plan of the Methodist Hospital vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,483,619,821 Top 1% higher than 99% of 127,068 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 2023

The Tax Sheltered Annuity Plan of the Methodist Hospital's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Tax Sheltered Annuity Plan of the Methodist Hospital is a mega filing (29,975 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 741180155 · The Methodist Hospital PY 2023 · Other

The Tax Sheltered Annuity Plan of the Methodist Hospital · $2.5B · 29,975 · 99th

  • IND $2.5B
  • EOY 29,975
  • 5500 99th
  • ASSETS Other
  • PCT near Jefferson Defined Contribution Retirement Plan
  • EIN ind #17611

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 →

The Tax Sheltered Annuity Plan of the Methodist Hospital in the asset neighbourhood

Int'l Brotherhood of Electrical Workers' Pension Benefit FundInt'l Brotherhood of Electri…$2.6BCarnegie Mellon University Faculty and Staff Retirement PlanCarnegie Mellon University F…$2.5BThe Tax Sheltered Annuity Plan of the Methodist HospitalThe Tax Sheltered Annuity Pl…$2.5BJefferson Defined Contribution Retirement PlanJefferson Defined Contributi…$2.5BBeth Israel Deaconess Medical Center Voluntary 403(b) PlanBeth Israel Deaconess Medica…$2.4B
End-of-year total assets ($B) among The Tax Sheltered Annuity Plan of the Methodist Hospital and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.5B
Net Income$528M
Employer EIN741180155
Plan Effective Date1966-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Methodist Hospital)

Sponsor-wide plan assets over time

All The Methodist Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4.1B 20.258726208028698% vs 2023
2024 filing year
$3B$3.5B$4B$4.5B 20232024 $3.41B $4.1B ▲ +20.2%
Year Plans Participants Total Assets
2023 2 59,653 $3.4B
2024 2 64,147 $4.1B

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

The Tax Sheltered Annuity Plan of the Methodist Hospital vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0.511.522.53 Total assets ($B) Participants The Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement PlanSouthern Methodist University Retirement Plan, Total assets ($B): 1.042159579 · Participants: 2281Southern Methodist University Retirement Plan
The Tax Sheltered Annuity Plan of the Methodist Hospital vs. nearby Other plans in Texas, assets vs. participants
Compare The Tax Sheltered Annuity Plan of the Methodist Hospital side-by-side with 3 peers →

The Tax Sheltered Annuity Plan of the Methodist Hospital's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Jefferson Defined Contribution Retirement Plan in PA ($2.5B); by covered participants it is Vanderbilt University Medical Center Retirement Plan in TN (30,220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29,975 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Tax Sheltered Annuity Plan of the Methodist Hospital assets move in 2023? ▼
The Tax Sheltered Annuity Plan of the Methodist Hospital grew sharply - up 27.0% during 2023, from $2.0B to $2.5B. Reported net income was $528M.
How have The Methodist Hospital plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Methodist Hospital's sponsor-wide assets grew 20.3%, from $3.4B to $4.1B.
Where does The Tax Sheltered Annuity Plan of the Methodist Hospital rank by assets among Form 5500 filers? ▼
The Tax Sheltered Annuity Plan of the Methodist Hospital ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Tax Sheltered Annuity Plan of the Methodist Hospital? ▼
Among Other plans in other states, the closest by assets is Jefferson Defined Contribution Retirement Plan in PA ($2.5B, 15,783 participants).
Which Other plans cover a similar participant headcount to The Tax Sheltered Annuity Plan of the Methodist Hospital? ▼
Among Other plans in other states, the closest by covered participants is Vanderbilt University Medical Center Retirement Plan in TN (30,220 participants, $4.1B in assets).

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 741180155.

Read our methodology - how this data is sourced, computed, and verified.

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