Other · DOL Form 5500 · 2024
The Methodist Hospital Retirement Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 32,299
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $92,979
- Avg per participant Below avg balance/head
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.
- #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.
- #16,851
- in Healthcare & Social Assistance (16,916 peers)
- +20.9%
- assets growth YoY
- 30×
- 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 2024 · DOL Form 5500
$3,003,130,654 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Tax Sheltered Annuity Plan of the Methodist Hospital's mega-plan peer group by participant headcount
Plan-year 2024 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 (32,299 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 741180155 · The Methodist Hospital PY 2024 · Other
The Tax Sheltered Annuity Plan of the Methodist Hospital · $3.0B · 32,299 · 99th
- IND $3.0B
- EOY 32,299
- 5500 99th
- ASSETS Other
- PCT near The Johns Hopkins University Applied Physics Laboratory Pension Plan B
- EIN ind #16851
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
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)
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
| 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.
- 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
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 The Johns Hopkins University Applied Physics Laboratory Pension Plan B in MD ($3.0B); by covered participants it is Vanderbilt University Medical Center Retirement Plan in TN (31,810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (32,299 participants); asset peers above are excluded.
- Vanderbilt University Medical Center Retirement Plan (TN) 31,810 · 489 off
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,975 · 676 off
- Medstar Health, Inc. Retirement Savings Plan (MD) 32,983 · 684 off
- Nyu Langone Health 403(b) Plan (NY) 32,992 · 693 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.