Other · DOL Form 5500 · 2022
Texas Heart Institute Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 184
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $104,891
- Avg per participant Below avg balance/head
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.
- #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.
- #16,133
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Texas Heart Institute Section 403(b) Plan's outsized position 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
Texas Heart Institute Section 403(b) 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 Heart Institute Section 403(b) Plan sits mid-pack in the medium band (184 participants).
Form 5500 schedule snapshot
Filing strip 746053200 · Texas Heart Institute PY 2022 · Other
Texas Heart Institute Section 403(b) Plan · $19M · 184 · 77th
- 5500 $19M
- 5500 184
- 5500 77th
- 5500 Other
- 5500 near The John Thomas Dye 403(b) Plan
- 5500 ind #16133
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Texas Heart Institute Section 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Texas Heart Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 23.705909785747725% vs 2022
- 2024 filing year
| 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
Texas Heart Institute Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The John Thomas Dye 403(b) Plan in CA ($19M); by covered participants it is Community Legal Services Retirement Plan in PA (184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.
- Community Legal Services Retirement Plan (PA) 184 · 0 off
- Davis & Elkins College Defined Contribution Retirement Plan (WV) 184 · 0 off
- Retirement Plan for Chowan University (NC) 184 · 0 off
- Dream Charter School 403(b) Plan (NY) 184 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.