Plan Ledger DOL Form 5500 · updated monthly

The Methodist Hospital403(b)

THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

The Methodist Hospital reported $1,682,071 in plan administrative expenses for 2022: 0.08% of average plan assets, above the peer median. Employer contributions averaged $1,444 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.

The plan sits in the over $1B size bracket, benchmarked here against 1,066 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 70th-largest of 5,688 plans among Texas employers on file, and the 89th of 11,911 in health care & social assistance. In 2022, employees put in $4.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,955,231,306
Participants with balances40,503
Active participants29,975
Employer contributions$43,292,079
Employee contributions$196,320,894
Employer contribution per active participant$1,444
Average account balance$48,274
Benefits paid to participants$119,517,088
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$1,098,050
Total administrative$1,682,071
Employer contributions to the The Methodist Hospital plan · 2022
Employer contribution per active participant$1,444
Median for plans this size$4,897

The Methodist Hospital's 2022 employer contribution ran below the $4,897 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,682,071 · 0.08%
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
Similar plansHealth Care & Social Assistance · Texas
Texas Health Resources TX$3.3B · 0.07%
The Methodist Hospital TX$3.0B · 0.06%
Texas Children's TX$2.1B · 0.06%
Steward Health Care TX$1.8B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760125391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.