Defined Benefit (Pension) · DOL Form 5500 · 2023
Memorial Hermann Health System Pension Plan
Data updated 2026-08-11
- $642M
- Total assets
- 5,830
- Participants
- 98th
- Percentile by assets
- $110,042
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $642M
- total plan assets (2023 EOY)
- 5,830
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $110,042
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Memorial Hermann Pension Plan reports 5,830 participants - 8.5x that state average ($642M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $640M |
|---|---|
| Net Assets (End of Year) | $638M |
| Net Income | $3M |
| Employer EIN | 741152597 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Memorial Hermann Health System)
| 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
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
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 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Memorial Hermann Pension Plan by total assets, not by location.
- Usg Corporation Retirement Plan (IL) $642M · 5,647
- Howmet Aerospace Retirement Plan (PA) $641M · 1,929
- Iron Workers District Council of New England Pension Fund (MA) $640M · 2,275
- Pacific Coast Roofers Pension Plan (CA) $639M · 4,794
Frequently Asked Questions
How did Memorial Hermann Pension Plan assets move in 2023? ▼
How have Memorial Hermann Health System plan assets changed over time? ▼
Where does Memorial Hermann Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Memorial Hermann Pension Plan? ▼
Next read for Memorial Hermann Pension Plan
Filing takeaways
Ways to act on Memorial Hermann Pension Plan's numbers.
- By total assets, Memorial Hermann Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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