Plan Ledger DOL Form 5500 · updated monthly

The Methodist Hospital403(b)

THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The Methodist Hospital reported $1,519,141 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $1,588 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 45th-largest of 5,688 plans among Texas employers on file, and the 49th of 11,911 in health care & social assistance. In 2024, employees put in $4.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,003,130,654
Participants with balances45,820
Active participants33,922
Employer contributions$53,876,484
Employee contributions$267,217,597
Employer contribution per active participant$1,588
Average account balance$65,542
Benefits paid to participants$192,091,932
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.0B · 45,820 accts · $53.9M emplr
2023$2.5B · 43,493 accts · $49.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$500,572
Investment management$1,018,569
Total administrative$1,519,141
Employer contributions to the The Methodist Hospital plan · 2024
Employer contribution per active participant$1,588
Median for plans this size$5,259
2024$1,588 per active participant
2023$1,520 per active participant

The Methodist Hospital's 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$1,018,569
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$503,727

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$1,519,141 · 0.06%
2023$1,522,838 · 0.07%
All plans at this employer2
THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL403(b)
THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITALProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Texas
Texas Health Resources TX$3.3B · 0.07%
Texas Children's TX$2.1B · 0.06%
The Methodist Hospital TX$2.0B · 0.08%
Steward Health Care TX$1.8B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741180155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.