Other · DOL Form 5500 · 2024
The Methodist Hospital Retirement Plan
Data updated 2026-08-11
- $3.0B
- Total assets
- 32,299
- Participants
- 99th
- Percentile by assets
- $92,979
- Avg per participant
Official DOL plan name: The Tax Sheltered Annuity Plan of the Methodist Hospital · Sponsored by The Methodist Hospital · Texas · Healthcare & Social Assistance
$3.0B in assets, 32,299 participants
The Methodist Hospital's The Tax Sheltered Annuity Plan of the Methodist Hospital reported $3.0B in total assets and 32,299 participants in its 2024 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.
- 99th percentile by assets (of 123,622 plans)
- #16,851 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
The Tax Sheltered Annuity Plan of the Methodist Hospital covers 32,299 participants in Texas, 47x the typical Texas plan (state average ~688 per filing). Assets: $3.0B.
- $3.0B
- total plan assets (2024 EOY)
- 32,299
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $92,979
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Tax Sheltered Annuity Plan of the Methodist Hospital end-of-year assets rose from $2.5B in the plan year 2023 filing to $3.0B in the plan year 2024 filing.
- The Tax Sheltered Annuity Plan of the Methodist Hospital reported participants rose from 29,975 in the plan year 2023 filing to 32,299 in the plan year 2024 filing.
- The Tax Sheltered Annuity Plan of the Methodist Hospital reported net income fell from $528M in the plan year 2023 filing to $520M in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Tax Sheltered Annuity Plan of the Methodist Hospital reports 32,299 participants - 47x that state average ($3.0B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $520M |
| Employer EIN | 741180155 |
| Plan Effective Date | 1966-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Methodist Hospital)
| 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
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
- Southern Methodist University Retirement Plan $1.1B · 2,323
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Tax Sheltered Annuity Plan of the Methodist Hospital by total assets, not by location.
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $3.0B · 9,501
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $3.0B · 14,648
- Boston University Retirement Plan (MA) $3.0B · 8,173
- Beaumont Health 403(b) Retirement Savings Plan (MI) $3.0B · 34,160
Frequently Asked Questions
How did The Tax Sheltered Annuity Plan of the Methodist Hospital assets move in 2024? ▼
How have The Methodist Hospital plan assets changed over time? ▼
Where does The Tax Sheltered Annuity Plan of the Methodist Hospital rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Tax Sheltered Annuity Plan of the Methodist Hospital? ▼
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Filing takeaways
Ways to act on The Tax Sheltered Annuity Plan of the Methodist Hospital's numbers.
- By total assets, The Tax Sheltered Annuity Plan of the Methodist Hospital ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- The Methodist Hospital's sponsor-wide assets have grown 20.3% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans