Plan5500

Memorial Hermann Health System — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Memorial Hermann Health System (EIN 74-1152597) is a plan sponsor located in Houston, TX with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1152597
Location
Houston, TX
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Memorial Hermann Health System

  • 6 loaded plans hold $3.5B in reported assets.
  • The largest, Memorial Hermann Health System Employees' Retirement Savings Plan, holds 79% of this company's reported plan assets.
  • Plans cover 153,015 reported participants.
  • 3 of 6 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5BSummed across loaded plans$3,521,721,917
Total reported assets$3.5B$3,524,841,417
Total reported participants153K153,015
Total reported liabilities$3.1M$3,119,500

Reported net position

Reported assets = net assets + liabilities (summed)$3.5B total assets
Net assets$3.5BLiabilities$3.1M
Contributions & income
Employer contributions$112.1M
Participant contributions$207.4M
Total income / additions$824.9M
Expenses & distributions
Benefits paid / distributions$223.7M
Total expenses$230.3M
Net increase / (decrease)$594.6M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Memorial Hermann Health System Employees' Retirement Savings Plan
Participants per plan25,503Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Memorial Hermann Health System Employees' Retirement Savings Plan$2.8B
    Plan #002 · 38,157 participants · 2023
  2. 2
    Memorial Hermann Pension Plan$641.5M
    Plan #001 · 12,460 participants · 2023
  3. 3
    Memorial Hermann Health System 401(K) Retirement Savings Plan And Trust$98.8M
    Plan #005 · 3,447 participants · 2023
  4. 4
    Memorial Hermann Health System Flexible Benefit Plannot reported in the loaded dataset
    Plan #502 · 33,017 participants · 2023
  5. 5
    Memorial Hermann System Position Elimination Plannot reported in the loaded dataset
    Plan #527 · 32,967 participants · 2023
  6. 6
    Memorial Hermann Health System Safetynet Occupational Health Benefit Plannot reported in the loaded dataset
    Plan #528 · 32,967 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Memorial Hermann Health System. Open one for its full reported snapshot.

  1. 2023
    Memorial Hermann Health System 401(K) Retirement Savings Plan And Trust3,447 participants · 2Sch HSch C
    View filing →
  2. 2023
    Memorial Hermann Health System Employees' Retirement Savings Plan38,157 participants · 2Sch HSch C
    View filing →
  3. 2023
    Memorial Hermann Pension Plan12,460 participants · 2Sch HSch C
    View filing →
  4. 2023
    Memorial Hermann Health System Flexible Benefit Plan33,017 participants · 2No schedules
    View filing →
  5. 2023
    Memorial Hermann System Position Elimination Plan32,967 participants · 2No schedules
    View filing →
  6. 2023
    Memorial Hermann Health System Safetynet Occupational Health Benefit Plan32,967 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Memorial Hermann Health System report on Form 5500?
Memorial Hermann Health System (EIN 74-1152597) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Memorial Hermann Health System?
The Employer Identification Number (EIN) reported for Memorial Hermann Health System is 74-1152597.
What is the latest Form 5500 filing year for Memorial Hermann Health System?
The latest loaded Form 5500 filing year for Memorial Hermann Health System is 2023.

Related Form 5500 pages