Defined Benefit (Pension) · DOL Form 5500 · 2024

Memorial Hermann Health System Pension Plan

Data updated 2026-08-25

$650M
Total assets Above avg plan size
5,554
Participants Above avg headcount
98th
Percentile by assets National rank
$117,019
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Memorial Hermann Pension Plan · Sponsored by Memorial Hermann Health System · Texas · Healthcare & Social Assistance

$650M in assets, 5,554 participants

Memorial Hermann Health System's Memorial Hermann Pension Plan reported $650M in total assets and 5,554 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,541 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Memorial Hermann Pension Plan covers 5,554 participants in Texas, 8.1x the typical Texas plan (state average ~688 per filing). Assets: $650M.

#16,541
in Healthcare & Social Assistance (16,916 peers)
+1.3%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Memorial Hermann Pension Plan's outsized position by total assets

Memorial Hermann Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$649,923,049 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Memorial Hermann Pension Plan's large-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 Pension Plan lands in the large band (5,554 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Memorial Hermann Pension Plan reported net income rose from $3M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Memorial Hermann Pension Plan reported participants fell from 5,830 in the plan year 2023 filing to 5,554 in the plan year 2024 filing.
  • Memorial Hermann Pension Plan end-of-year assets rose from $642M in the plan year 2023 filing to $650M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741152597 · Memorial Hermann Health System PY 2024 · Defined Benefit (Pension)

Memorial Hermann Pension Plan · $650M · 5,554 · 98th

  • EOY $650M
  • 5500 5,554
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Permanente Physicians Retirement Plan for Cpmg
  • RANK ind #16541

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 Pension Plan in the asset neighbourhood

Electrical Construction Industry Pension PlanElectrical Construction Indu…$651MNewmarket Corporation and Affiliates Salaried Employees' Pension PlanNewmarket Corporation and Af…$651MBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income PlanBlue Cross Blue Shield of Mi…$651MMemorial Hermann Pension Plan$650MPermanente Physicians Retirement Plan for CpmgPermanente Physicians Retire…$650M
End-of-year total assets ($M) among Memorial Hermann Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$642M
Net Assets (End of Year)$648M
Net Income$10M
Employer EIN741152597
Plan Effective Date1982-01-01
Filing StatusFILING 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
$2.5B$3B$3.5B$4B$4.5B 202220232024 $2.93B $4.08B ▲ +39.2%
Year Plans Participants Total Assets
2022 3 37,692 $2.9B
2023 3 39,545 $3.5B
2024 3 39,310 $4.1B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Memorial Hermann Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants Memorial Hermann Pension Plan, Total assets ($B): 0.649923049 · Participants: 5554Memorial Hermann Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Memorial Hermann Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Memorial Hermann Pension Plan side-by-side with 3 peers →

Scale composition for Memorial Hermann Pension Plan

Memorial Hermann Pension Plan reports $650M in end-of-year assets across 5,554 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $117,019 per participant (85% of the national average assets-per-participant) . Net income for plan year 2024 was $10M.

This plan identity (EIN 741152597, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $640M to $650M (+1.6%) while covered participants moved from 6,282 to 5,554 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,282 $640M Open filing
2023 5,830 $642M Open filing
2024 · index core 5,554 $650M This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Memorial Hermann Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Permanente Physicians Retirement Plan for Cpmg in CA ($650M); by covered participants it is GE Healthcare Pension Plan in IL (5,554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,554 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Memorial Hermann Pension Plan assets move in 2024? ▼
Memorial Hermann Pension Plan edged up modestly - up 1.3% during 2024, from $642M to $650M. Reported net income was $10M.
How have Memorial Hermann Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Memorial Hermann Health System's sponsor-wide assets grew 39.2%, from $2.9B to $4.1B.
Where does Memorial Hermann Pension Plan rank by assets among Form 5500 filers? ▼
Memorial Hermann Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Memorial Hermann Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Permanente Physicians Retirement Plan for Cpmg in CA ($650M, 826 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Memorial Hermann Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is GE Healthcare Pension Plan in IL (5,554 participants, $13.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741152597.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.