Defined Benefit (Pension) · DOL Form 5500 · 2023

Memorial Hermann Health System Pension Plan

Data updated 2026-08-25

$642M
Total assets Above avg plan size
5,830
Participants Above avg headcount
98th
Percentile by assets National rank
$110,042
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorial Hermann Pension Plan · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance

$642M in assets, 5,830 participants

Memorial Hermann Health System's Memorial Hermann Pension Plan reported $642M in total assets and 5,830 participants in its 2023 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.

  • #17,335 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Memorial Hermann Pension Plan covers 5,830 participants in Texas, 8.5x the typical Texas plan (state average ~688 per filing). Assets: $642M.

#17,335
in Healthcare & Social Assistance (17,684 peers)
+0.3%
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 2023 · DOL Form 5500

$641,544,682 Top 2% higher than 98% 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

Memorial Hermann Pension Plan'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 Pension Plan lands in the large band (5,830 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Memorial Hermann Pension Plan reported net income fell from $15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Memorial Hermann Pension Plan reported participants fell from 6,282 in the plan year 2022 filing to 5,830 in the plan year 2023 filing.
  • Memorial Hermann Pension Plan end-of-year assets rose from $640M in the plan year 2022 filing to $642M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741152597 · Memorial Hermann Health System PY 2023 · Defined Benefit (Pension)

Memorial Hermann Pension Plan · $642M · 5,830 · 98th

  • VS-ST $642M
  • BOY 5,830
  • SCH 98th
  • EBSA Defined Benefit (Pension)
  • PART near Usg Corporation Retirement Plan
  • TYPE ind #17335

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

Usg Corporation Retirement PlanUsg Corporation Retirement P…$642MMemorial Hermann Pension Plan$642MHowmet Aerospace Retirement PlanHowmet Aerospace Retirement …$641MIron Workers District Council of New England Pension FundIron Workers District Counci…$640MPacific Coast Roofers Pension PlanPacific Coast Roofers Pensio…$639M
End-of-year total assets ($M) among Memorial Hermann Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$640M
Net Assets (End of Year)$638M
Net Income$3M
Employer EIN741152597
Plan Effective Date1982-01-01
Filing StatusFILING 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
$2.5B$3B$3.5B$4B$4.5B 202220232024 $2.93B $4.08B ▲ +39.2%
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.

Memorial Hermann Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Memorial Hermann Pension Plan, Total assets ($B): 0.641544682 · Participants: 5830Memorial Hermann Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Memorial Hermann Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Memorial Hermann Pension Plan side-by-side with 3 peers →

Scale composition for Memorial Hermann Pension Plan

Memorial Hermann Pension Plan reports $642M in end-of-year assets across 5,830 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $110,042 per participant (80% of the national average assets-per-participant) . Net income for plan year 2023 was $3M.

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 Open filing
2023 5,830 $642M This page
2024 · index core 5,554 $650M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

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 Usg Corporation Retirement Plan in IL ($642M); by covered participants it is Hotel Industry-Ilwu Pension Plan in HI (5,828 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($642M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,830 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 Memorial Hermann Pension Plan assets move in 2023? ▼
Memorial Hermann Pension Plan held essentially flat - up 0.3% during 2023, from $640M to $642M. Reported net income was $3M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Memorial Hermann Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Memorial Hermann Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Usg Corporation Retirement Plan in IL ($642M, 5,647 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Memorial Hermann Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hotel Industry-Ilwu Pension Plan in HI (5,828 participants, $310M 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 741152597.

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.