Plan5500

The Tax Sheltered Annuity Plan Of The Methodist Hospital — Form 5500 plan (The Methodist Hospital)

Plain-English plan 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, The Tax Sheltered Annuity Plan Of The Methodist Hospital is a benefit plan reported by The Methodist Hospital under EIN 74-1180155 and plan number 333. The latest loaded filing year is 2023. The filing reports 41,302 participants and $2,483,619,821 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.5BPlan net assets, end of year$2,483,619,821
Participants41.3KCovered participants reported41,302
Assets / participant$60.1KComputed: assets ÷ participants$60,133 (computed)
Provider compensation$1.5M2 Schedule C provider row(s)$1,524,941
Plan sponsor
The Methodist Hospital
EIN
74-1180155
Plan number
333
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    41,302 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.5B total assets
Net assets$2.5BLiabilities$0
Money in vs. money out
Total income / additions$677.3M
Total expenses$148.9M
Benefits paid / distributions$147.2M
Contributions
Employer$49.1M
Participant$233.2M
Full reported line items

Net assets

Total assets (EOY)
$2,483,619,821
Total liabilities (EOY)
$0
Net assets (EOY)
$2,483,619,821
Net assets (BOY)
$1,955,231,306

Income & contributions

Employer contributions
$49,109,954
Participant contributions
$233,238,570
Total contributions
$310,755,320
Total income / additions
$677,297,987

Expenses & distributions

Benefits paid
$147,239,850
Administrative expenses
$1,522,838
Total expenses
$148,909,472
Net increase / (decrease)
$528,388,515
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$1.1M
    ADVISOR · Direct $1.1M
  2. 2
    Fidelity Investments Institutional$450.2K
    RECORDKEEPER · Direct $450.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The Tax Sheltered Annuity Plan Of The Methodist Hospital?
The Tax Sheltered Annuity Plan Of The Methodist Hospital is reported as sponsored by The Methodist Hospital (EIN 74-1180155, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Tax Sheltered Annuity Plan Of The Methodist Hospital?
The latest Form 5500 filing year loaded for The Tax Sheltered Annuity Plan Of The Methodist Hospital is 2023.
How many participants does The Tax Sheltered Annuity Plan Of The Methodist Hospital report?
The Tax Sheltered Annuity Plan Of The Methodist Hospital reports 41,302 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Tax Sheltered Annuity Plan Of The Methodist Hospital?
The Tax Sheltered Annuity Plan Of The Methodist Hospital reports $2,483,619,821 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages