Other · DOL Form 5500 · 2022
Texas Heart Institute Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 184
- Participants
- 77th
- Percentile by assets
- $104,891
- Avg per participant
Official DOL plan name: Texas Heart Institute Section 403(b) Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance
$19M in assets, 184 participants
Texas Heart Institute's Texas Heart Institute Section 403(b) Plan reported $19M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #16,133 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Texas Heart Institute Section 403(b) Plan covers 184 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $19M.
- $19M
- total plan assets (2022 EOY)
- 184
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $104,891
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Texas Heart Institute Section 403(b) Plan sits by total assets
Texas Heart Institute Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,299,869 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Texas Heart Institute Section 403(b) Plan reports 184 participants - about 27% of that state average ($19M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 746053200 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Heart Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $26M |
| 2023 | 2 | 261 | $29M |
| 2024 | 2 | 253 | $32M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Similar-Sized Other Plans Nationally
Other plans in other states closest to Texas Heart Institute Section 403(b) Plan by total assets, not by location.
- The John Thomas Dye 403(b) Plan (CA) $19M · 82
- Anna Maria College DC Retirement Plan (MA) $19M · 172
- Belmont Day School DC Retirement Plan (MA) $19M · 80
- St. Paul's Episcopal Home's Employee Retirement Plan (CA) $19M · 660
Frequently Asked Questions
How did Texas Heart Institute Section 403(b) Plan assets move in 2022? ▼
How have Texas Heart Institute plan assets changed over time? ▼
Where does Texas Heart Institute Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Texas Heart Institute Section 403(b) Plan? ▼
Next read for Texas Heart Institute Section 403(b) Pla…
Filing takeaways
Ways to act on Texas Heart Institute Section 403(b) Plan's numbers.
- By total assets, Texas Heart Institute Section 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Texas Heart Institute's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans