401(k) · DOL Form 5500 · 2022

Heart Institute of East Texas, P.a. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
48
Participants Small participant base
64th
Percentile by assets National rank
$199,539
Avg per participant Above avg balance/head
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Official DOL plan name: Heart Institute of East Texas P. a. Employees Retirement Plan · Sponsored by Heart Institute of East Texas, P.a. · Texas · Healthcare & Social Assistance

$10M in assets, 48 participants

Heart Institute of East Texas, P.a.'s Heart Institute of East Texas P. a. Employees Retirement Plan reported $10M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,941 in Healthcare & Social Assistance (20,060 peers)

Heart Institute of East Texas, P.a. multi-year trail

Heart Institute of East Texas, P.a.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Heart Institute of East Texas P. a. Employees Retirement Plan at $10M / 48 participants.

#13,941
in Healthcare & Social Assistance (20,060 peers)
-12.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heart Institute of East Texas P. a. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heart Institute of East Texas P. a. Employees Retirement Plan vs every filed plan by assets

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

$9,577,863 Top 36% higher than 64% 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

Heart Institute of East Texas P. a. Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart Institute of East Texas P. a. Employees Retirement Plan is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751893084 · Heart Institute of East Texas, P.a. PY 2022 · 401(k)

Heart Institute of East Texas P. a. Employees Retirement Plan · $10M · 48 · 64th

  • PCT $10M
  • PCT 48
  • PCT 64th
  • PCT 401(k)
  • PCT near Community Credit Union of Florida Employees Savings Plan
  • PCT ind #13941

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 →

Heart Institute of East Texas P. a. Employees Retirement Plan in the asset neighbourhood

Heart Institute of East Texas P. a. Employees Retirement PlanHeart Institute of East Texa…$10MCommunity Credit Union of Florida Employees Savings PlanCommunity Credit Union of Fl…$10MGreensky Trade Credit, LLC 401(k) PlanGreensky Trade Credit, LLC 4…$10MRegional International 401(k) PlanRegional International 401(k…$10MWatson Chevrolet, Inc. 401(k) PlanWatson Chevrolet, Inc. 401(k…$10M
End-of-year total assets ($M) among Heart Institute of East Texas P. a. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heart Institute of East Texas, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Heart Institute of East Texas, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 46.92303491916725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.58M $14.1M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 48 $10M
2023 1 52 $12M
2024 1 56 $14M

Heart Institute of East Texas, P.a. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN751893084
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heart Institute of East Texas P. a. Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heart Institute of East Texas P. a. Employees Retirement Plan, Total assets ($B): 0.009577863 · Participants: 48Heart Institute of East Texas P. a. Employees Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Heart Institute of East Texas P. a. Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heart Institute of East Texas P. a. Employees Retirement Plan side-by-side with 3 peers →

Heart Institute of East Texas P. a. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Community Credit Union of Florida Employees Savings Plan in FL ($10M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Heart Institute of East Texas P. a. Employees Retirement Plan assets move in 2022? ▼
Heart Institute of East Texas P. a. Employees Retirement Plan pulled back noticeably - down 12.5% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Heart Institute of East Texas, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart Institute of East Texas, P.a.'s sponsor-wide assets grew 46.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Heart Institute of East Texas P. a. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Credit Union of Florida Employees Savings Plan in FL ($10M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Heart Institute of East Texas P. a. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 751893084.

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.