Other · DOL Form 5500 · 2024
Memorial Hermann Health System Retirement Plan
Data updated 2026-08-11
- $3.3B
- Total assets
- 33,543
- Participants
- 100th
- Percentile by assets
- $99,126
- Avg per participant
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.
- 100th percentile by assets (of 123,622 plans)
- #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.
- $3.3B
- total plan assets (2024 EOY)
- 33,543
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $99,126
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Memorial Hermann Health System Employees' Retirement Savings Plan reports 33,543 participants - 49x that state average ($3.3B EOY assets).
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)
| 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.
Memorial Hermann Health System Employees' Retirement Savings Plan vs. nearby Other plans in Texas, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Memorial Hermann Health System Employees' Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Memorial Hermann Health System Employees' Retirement Savings Plan assets move in 2024? ▼
How have Memorial Hermann Health System plan assets changed over time? ▼
Where does Memorial Hermann Health System Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Memorial Hermann Health System Employees' Retirement Savings Plan? ▼
Next read for Memorial Hermann Health System Employees…
Filing takeaways
Ways to act on Memorial Hermann Health System Employees' Retirement Savings Plan's numbers.
- By total assets, Memorial Hermann Health System Employees' Retirement Savings Plan 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
- 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