Defined Benefit (Pension) · DOL Form 5500 · 2022

Texas Medical Liability Trust Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
54th
Percentile by assets National rank
$39,889
Avg per participant Low balance/head
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Official DOL plan name: Texas Medical Liability Trust Cash Balance Plan · Sponsored by Texas Medical Liability Trust · Texas · Finance & Insurance

$6M in assets, 148 participants

Texas Medical Liability Trust's Texas Medical Liability Trust Cash Balance Plan reported $6M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,508 in Finance & Insurance (9,261 peers)

Coverage in Texas

Texas Medical Liability Trust Cash Balance Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,508
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY

The plan reported a net loss of $985K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Medical Liability Trust Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Texas Medical Liability Trust Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,903,558 Top 46% higher than 54% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Texas Medical Liability Trust Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Medical Liability Trust Cash Balance Plan sits mid-pack in the medium band (148 participants).

Form 5500 schedule snapshot

Filing strip 742002140 · Texas Medical Liability Trust PY 2022 · Defined Benefit (Pension)

Texas Medical Liability Trust Cash Balance Plan · $6M · 148 · 54th

  • ASSETS $6M
  • ASSETS 148
  • ASSETS 54th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Employee Benefits Plan of Goodwill Industries of Greater Detroit
  • ASSETS ind #3508

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Texas Medical Liability Trust Cash Balance Plan in the asset neighbourhood

Texas Medical Liability Trust Cash Balance PlanTexas Medical Liability Trus…$6MEmployee Benefits Plan of Goodwill Industries of Greater DetroitEmployee Benefits Plan of Go…$6MMore 4 Less Travel, Inc. Defined Benefit Pension PlanMore 4 Less Travel, Inc. Def…$6MThe Painters & Allied Trades Paint Makers PensionThe Painters & Allied Trades…$6MKolcraft Enterprises, Inc. Retirement PlanKolcraft Enterprises, Inc. R…$6M
End-of-year total assets ($M) among Texas Medical Liability Trust Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$985K
Employer EIN742002140
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Medical Liability Trust)

Sponsor-wide plan assets over time

All Texas Medical Liability Trust plans reported in each filing year

Latest sponsor-wide plan assets
$67M 32.068919529052195% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.4M $66.6M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 317 $50M
2023 2 301 $60M
2024 2 306 $67M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Texas Medical Liability Trust Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Medical Liability Trust Cash Balance Plan, Total assets ($B): 0.005903558 · Participants: 148Texas Medical Liability Trust Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Texas Medical Liability Trust Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Medical Liability Trust Cash Balance Plan side-by-side with 3 peers →

Texas Medical Liability Trust Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Employee Benefits Plan of Goodwill Industries of Greater Detroit in MI ($6M); by covered participants it is Delong's, Inc. Pension Plan in MO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texas Medical Liability Trust Cash Balance Plan assets move in 2022? ▼
Texas Medical Liability Trust Cash Balance Plan pulled back noticeably - down 14.3% during 2022, from $7M to $6M. Reported net income was -$985K.
How have Texas Medical Liability Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Medical Liability Trust's sponsor-wide assets grew 32.1%, from $50M to $67M.
Which Defined Benefit (Pension) plans are similar in size to Texas Medical Liability Trust Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefits Plan of Goodwill Industries of Greater Detroit in MI ($6M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Medical Liability Trust Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Delong's, Inc. Pension Plan in MO (148 participants, $21M in assets).

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 742002140.

Read our methodology - how this data is sourced, computed, and verified.

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