401(k) · DOL Form 5500 · 2024
Memorial Hermann Health System 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 213
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $495,955
- Avg per participant High balance/head
Official DOL plan name: Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance
$106M in assets, 213 participants
Memorial Hermann Health System's Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported $106M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,543 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $106M.
- #15,543
- in Healthcare & Social Assistance (16,916 peers)
- +6.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's outsized position by total assets
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$105,638,465 Top 9% higher than 91% 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 401(k) Retirement Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported participants fell from 2,766 in the plan year 2023 filing to 213 in the plan year 2024 filing.
- Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $99M in the plan year 2023 filing to $106M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 741152597 · Memorial Hermann Health System PY 2024 · 401(k)
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust · $106M · 213 · 91st
- PCT $106M
- PCT 213
- PCT 91st
- PCT 401(k)
- PCT near Foundever Operating Corporation 401(k) Plan
- PCT ind #15543
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 401(k) Retirement Savings Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $7M |
| Employer EIN | 741152597 |
| Plan Effective Date | 2000-01-01 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Foundever Operating Corporation 401(k) Plan in TN ($106M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Foundever Operating Corporation 401(k) Plan (TN) $106M · 12,173
- Hellofresh 401(k) Retirement Savings Plan (NY) $106M · 9,452
- Icims 401(k) Plan (NJ) $106M · 848
- Riverside Research Institute Tax-Sheltered Retirement Income Plan (VA) $106M · 712
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Hyland's Naturals Retirement Savings Plan (CA) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.