Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Frozen Phs & Hmhs 403(b) Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Frozen Phs & Hmhs 403(b) Annuity Plan holds $41M for 773 participants — about $52,560 per participant, down 27.6% over the 2022 plan year.

$41M
total plan assets (2022 EOY)
773
covered participants
$52,560
avg assets per participant
-27.6%
assets change YoY

The plan reported a net loss of $15M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$41M
Participants
773
State
Industry
Healthcare & Social Assistance

What the Filing Says About Frozen Phs & Hmhs 403(b) Annuity Plan

Frozen Phs & Hmhs 403(b) Annuity Plan is a Profit Sharing retirement plan sponsored by Texas Health Resources, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 773 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 752702388, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $56M at the beginning of 2022 to $41M at year-end — a decline of 27.6%. Net assets (after liabilities) closed the year at $41M, with reported net income of $-15,496,436 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$56M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$-15,496,436
Plan TypeProfit Sharing
Employer EIN752702388
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Health Resources)

Year Plans Participants Total Assets
2022 5 27,468 $2.5B
2023 5 28,929 $3.1B
2024 5 32,262 $3.5B

Nearby Profit Sharing Plans in Texas

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Frequently Asked Questions

How much money is in the Frozen Phs & Hmhs 403(b) Annuity Plan?
As of the 2022 Form 5500 filing, Frozen Phs & Hmhs 403(b) Annuity Plan holds $41M in total assets with 773 participants. It is sponsored by Texas Health Resources.
What type of plan is Frozen Phs & Hmhs 403(b) Annuity Plan?
Frozen Phs & Hmhs 403(b) Annuity Plan is a Profit Sharing plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 752702388.
Who sponsors the Frozen Phs & Hmhs 403(b) Annuity Plan?
Frozen Phs & Hmhs 403(b) Annuity Plan is sponsored by Texas Health Resources, located in Texas. The sponsor's EIN is 752702388 and the plan operates in the Healthcare & Social Assistance industry.
How did Frozen Phs & Hmhs 403(b) Annuity Plan perform in 2022?
Frozen Phs & Hmhs 403(b) Annuity Plan declined by 27.6% during 2022, moving from $56M to $41M in total assets. Net income was $-15,496,436.
Where can I find official filings for Frozen Phs & Hmhs 403(b) Annuity Plan?
Official Form 5500 filings for Frozen Phs & Hmhs 403(b) Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752702388 or plan name at efast.dol.gov.
How does Frozen Phs & Hmhs 403(b) Annuity Plan compare to other plans?
You can compare Frozen Phs & Hmhs 403(b) Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 752702388.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.