Other · DOL Form 5500 · 2024
Memorial Hermann Health System Retirement Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 33,543
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $99,126
- Avg per participant Below avg balance/head
Official DOL plan name: Memorial Hermann Health System Employees' Retirement Savings Plan · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance
$3.3B in assets, 33,543 participants
Memorial Hermann Health System's Memorial Hermann Health System Employees' Retirement Savings Plan reported $3.3B in total assets and 33,543 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,860 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Memorial Hermann Health System Employees' Retirement Savings Plan covers 33,543 participants in Texas, 49x the typical Texas plan (state average ~688 per filing). Assets: $3.3B.
- #16,860
- in Healthcare & Social Assistance (16,916 peers)
- +19.4%
- assets growth YoY
- 33×
- vs typical plan assets (national mean)
Memorial Hermann Health System Employees' Retirement Savings Plan's outsized position by total assets
Memorial Hermann Health System Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,324,994,911 Highest reported value at or above every one 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
Memorial Hermann Health System Employees' Retirement Savings Plan'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. Memorial Hermann Health System Employees' Retirement Savings Plan is a mega filing (33,543 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memorial Hermann Health System Employees' Retirement Savings Plan end-of-year assets rose from $2.8B in the plan year 2023 filing to $3.3B in the plan year 2024 filing.
- Memorial Hermann Health System Employees' Retirement Savings Plan reported participants rose from 30,949 in the plan year 2023 filing to 33,543 in the plan year 2024 filing.
- Memorial Hermann Health System Employees' Retirement Savings Plan reported net income fell from $583M in the plan year 2023 filing to $541M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741152597 · Memorial Hermann Health System PY 2024 · Other
Memorial Hermann Health System Employees' Retirement Savings Plan · $3.3B · 33,543 · 100th
- ASSETS $3.3B
- PCT 33,543
- EIN 100th
- RANK Other
- PHOTO near Spectrum Health System 403(b) Plan
- IND ind #16860
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 Health System Employees' Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | $541M |
| Employer EIN | 741152597 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 37,692 | $2.9B |
| 2023 | 3 | 39,545 | $3.5B |
| 2024 | 3 | 39,310 | $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 $3.0B · 32,299
- 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
Scale composition for Memorial Hermann Health System Employees' Retirement Savings Plan
Memorial Hermann Health System Employees' Retirement Savings Plan reports $3.3B in end-of-year assets across 33,543 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $99,126 per participant (72% of the national average assets-per-participant) . Net income for plan year 2024 was $541M.
This plan identity (EIN 741152597, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $3.3B (+51.0%) while covered participants moved from 28,410 to 33,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,410 | $2.2B | Open filing |
| 2023 | 30,949 | $2.8B | Open filing |
| 2024 · index core | 33,543 | $3.3B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- 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)
Memorial Hermann Health System Employees' Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Spectrum Health System 403(b) Plan in MI ($3.2B); by covered participants it is Ochsner Clinic Foundation 403(b) Plan in LA (32,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- Spectrum Health System 403(b) Plan (MI) $3.2B · 32,821
- Medstar Health, Inc. Retirement Savings Plan (MD) $3.5B · 32,983
- Beth Israel Lahey 403(b) Retirement Savings Plan (MA) $3.5B · 33,591
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $3.6B · 43,405
Similar participant headcount
Nearest other-state filings by covered participants (33,543 participants); asset peers above are excluded.
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,975 · 568 off
- Beaumont Health 403(b) Retirement Savings Plan (MI) 34,160 · 617 off
- Vanderbilt University Medical Center Retirement Plan (TN) 31,810 · 1,733 off
- National Plus Plan (RI) 35,858 · 2,315 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.