Memorial Hermann Health System 401(k) and pension plans

Memorial Hermann Health System, Houston, TX. EIN 74-1152597. Annual reports 2009–2024. Also filed as Memorial Hermann Healthcare System.

Memorial Hermann Health System has 3 active retirement plans on file. The largest is the Memorial Hermann Health System Employees' Retirement Savings Plan, with 40,140 participants and $3.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2016.

Active plans
3
Participants
54,576
Plan assets
$4.1 billion
401(k) recordkeeper
Fidelity
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

Memorial Hermann Health System Employees' Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 74-1152597
Participants (2024)
40,140
Net assets (2024)
$3.3 billion
Recordkeeper
FidelityEarlier: Principal (2014–2015), Transamerica (2011–2013), Principal (2009–2010)
Plan administrator
Memorial Hermann Health System
929 Gessner RD Ste 2700
Houston, TX 77024
(713) 242-2722As filed for 2024
In effect since
January 1, 1997

Earlier sponsor: Memorial Hermann Healthcare System (2009–2012).

Earlier plan names: Memorial Hermann Healthcare System 403B Retirement Savings Plan; Memorial Hermann Health System 403B Retirement Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202440,140$3.3 billionFidelity
202341,163$2.8 billionFidelity
202238,157$2.2 billionFidelity
202135,189$2.5 billionFidelity
202033,317$2.0 billionFidelity
201932,624$1.8 billionFidelity
201830,691$1.4 billionFidelity
201729,694$1.4 billionFidelity
201629,020$1.1 billionFidelity
201527,713$943 millionPrincipal
201425,310$858 millionPrincipal
201324,153$763 millionTransamerica
201224,116$602 millionTransamerica
201122,579$486 millionTransamerica
201023,390$461 millionPrincipal
200925,666$376 millionPrincipal

Memorial Hermann Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 74-1152597
Participants (2024)
11,377
Net assets (2024)
$648 million
Plan administrator
Memorial Hermann Health System
929 Gessner RD Ste 2700
Houston, TX 77024
(713) 242-2724As filed for 2024
In effect since
January 1, 1982
Year by year, 2012 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202411,377$648 millionnot listed
202311,882$638 millionnot listed
202212,460$635 millionnot listed
202113,049$621 millionnot listed
202014,290$745 millionnot listed
201914,888$622 millionnot listed
201815,360$654 millionnot listed
201716,168$598 millionnot listed
201616,881$599 millionnot listed
201517,557$576 millionnot listed
201418,365$575 millionnot listed
201319,370$602 millionnot listed
201220,746$559 millionnot listed

Memorial Hermann Health System 401(k) Retirement Savings Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 74-1152597
Participants (2024)
3,059
Net assets (2024)
$106 million
Recordkeeper
FidelityEarlier: Principal (2010–2015)
Plan administrator
Memorial Hermann Health System
929 Gessner RD Ste 2700
Houston, TX 77024
(713) 242-2724As filed for 2024
In effect since
January 1, 2000

Earlier sponsor: Memorial Hermann Healthcare System (2009–2012).

Earlier plan names: Memorial Hermann Healthcare System 401(k) Retirement Savings Plan; Memorial Hermann Health System 401(k) Retirement Savings Plan; Memorial Hermann Health System 401(k) Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,059$106 millionFidelity
2023851$98.8 millionFidelity
20223,447$90.0 millionFidelity
20213,680$116 millionFidelity
20203,905$106 millionFidelity
20194,204$101 millionFidelity
20184,494$90.6 millionFidelity
20174,819$101 millionFidelity
20165,114$91.7 millionFidelity
20155,572$91.2 millionPrincipal
20145,921$94.9 millionPrincipal
20136,248$94.1 millionPrincipal
20126,679$82.5 millionPrincipal
20117,199$79.0 millionPrincipal
20108,344$87.7 millionPrincipal
20099,173$84.6 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Memorial Hermann Health System Employees' Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((713) 242-2722). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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