Methodist Hospital retirement plans

The Methodist Hospital, Houston, TX. EIN 74-1180155. Annual reports 2009–2024.

The Methodist Hospital has 2 active retirement plans on file. The largest is the The Tax Sheltered Annuity Plan of the Methodist Hospital, with 46,570 participants and $3.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Methodist Hospital's filings since 2009.

Active plans: 2
Participants: 86,335
Plan assets: $4.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

The Tax Sheltered Annuity Plan of the Methodist Hospital

403(b)Active

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

Plan number: 333Employer EIN 74-1180155
Participants (2024): 46,570
Net assets (2024): $3.0 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: The Methodist Hospital
6565 Fannin , GB 163
Houston, TX 77030
(832) 667-6287As filed for 2024
In effect since: February 1, 1966

Plans merged into this one: The Tax Sheltered Annuity Plan II of the Methodist Hospital (2011).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	46,570	$3.0 billion	Fidelity
2023	44,390	$2.5 billion	Fidelity
2022	41,302	$2.0 billion	Fidelity
2021	37,888	$2.2 billion	Fidelity
2020	34,109	$1.8 billion	Fidelity
2019	32,520	$1.5 billion	Fidelity
2018	29,361	$1.2 billion	Fidelity
2017	27,144	$1.2 billion	Fidelity
2016	25,489	$993 million	Fidelity
2015	24,493	$878 million	Fidelity
2014	22,480	$833 million	Fidelity
2013	19,627	$736 million	Fidelity
2012	18,712	$616 million	Fidelity
2011	17,266	$525 million	Fidelity
2010	16,279	$495 million	Fidelity
2009	15,291	$411 million	Fidelity

The Defined Contribution Plan of the Methodist Hospital

Profit-sharing planActive

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

Plan number: 334Employer EIN 74-1180155
Participants (2024): 39,765
Net assets (2024): $1.1 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: The Methodist Hospital
6565 Fannin, GB163
Houston, TX 77030
(832) 667-6287As filed for 2024
In effect since: January 1, 1993

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	39,765	$1.1 billion	Fidelity
2023	38,022	$923 million	Fidelity
2022	35,729	$752 million	Fidelity
2021	33,475	$831 million	Fidelity
2020	30,909	$720 million	Fidelity
2019	29,781	$616 million	Fidelity
2018	27,718	$504 million	Fidelity
2017	25,852	$503 million	Fidelity
2016	24,371	$422 million	Fidelity
2015	23,915	$376 million	Fidelity
2014	21,947	$357 million	Fidelity
2013	19,153	$321 million	Fidelity
2012	18,663	$285 million	Fidelity
2011	17,455	$251 million	Fidelity
2010	16,879	$237 million	Fidelity
2009	14,178	$203 million	Fidelity

The Tax Sheltered Annuity Plan II of the Methodist Hospital

403(b)Merged

Merged. In 2011 its assets moved to the The Tax Sheltered Annuity Plan of T, sponsored by The Methodist Hospital (EIN 76-0125391, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number: 336Employer EIN 76-0125391
Participants (2010): 44
Net assets (2010): $2.5 million
Plan administrator: The Methodist Hospital
6565 Fannin, GB 163
Houston, TX 77030
(832) 667-6287As filed for 2011
In effect since: September 1, 1994

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	44	$2.5 million	not listed
2009	40	$2.4 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Tax Sheltered Annuity Plan of the Methodist Hospital. 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.
Or call the plan administrator listed on the plan below ((832) 667-6287). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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