Defined Benefit (Pension) · DOL Form 5500 · 2022
Health Care Service Corporation a Mutual Legal Reserve Co Pension Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 20,684
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $100,806
- Avg per participant Below avg balance/head
Official DOL plan name: The Hcsc Employees Pension Plan · Sponsored by Health Care Service Corporation a Mutual Legal Reserve Co · Texas · Finance & Insurance
$2.1B in assets, 20,684 participants
Health Care Service Corporation a Mutual Legal Reserve Co's The Hcsc Employees Pension Plan reported $2.1B in total assets and 20,684 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,154 in Finance & Insurance (9,261 peers)
Coverage in Texas
The Hcsc Employees Pension Plan covers 20,684 participants in Texas, 30x the typical Texas plan (state average ~688 per filing). Assets: $2.1B.
- #9,154
- in Finance & Insurance (9,261 peers)
- -14.8%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
The plan reported a net loss of $363M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Hcsc Employees Pension Plan's outsized position by total assets
The Hcsc Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,085,067,640 Top 1% higher than 99% 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
The Hcsc Employees Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hcsc Employees Pension Plan is a mega filing (20,684 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 361236610 · Health Care Service Corporation a Mutual Legal Reserve Co PY 2022 · Defined Benefit (Pension)
The Hcsc Employees Pension Plan · $2.1B · 20,684 · 99th
- BOOK $2.1B
- BOOK 20,684
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near Michelin Retirement Plan
- BOOK ind #9154
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 →
The Hcsc Employees Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$363M |
| Employer EIN | 361236610 |
| Plan Effective Date | 1948-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Care Service Corporation a Mutual Legal Reserve Co)
Sponsor-wide plan assets over time
All Health Care Service Corporation a Mutual Legal Reserve Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 32.24926427715383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 44,702 | $4.9B |
| 2023 | 2 | 47,669 | $5.8B |
| 2024 | 2 | 53,317 | $6.5B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Scale composition for The Hcsc Employees Pension Plan
The Hcsc Employees Pension Plan reports $2.1B in end-of-year assets across 20,684 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $100,806 per participant (73% of the national average assets-per-participant) . Net income for plan year 2022 was -$363M.
This plan identity (EIN 361236610, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+21.9%) while covered participants moved from 20,684 to 24,258 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,684 | $2.1B | This page |
| 2023 | 21,042 | $2.4B | Open filing |
| 2024 | 24,258 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The 401(k) Plan (401(k), $3.9B, 29,059 participants)
The Hcsc Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Michelin Retirement Plan in SC ($2.1B); by covered participants it is Macys Inc Cash Account Pension Plan in OH (20,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Michelin Retirement Plan (SC) $2.1B · 4,145
- New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund (NY) $2.1B · 18,205
- National Grid USA Companies Final Average Pay Pension Plan (NY) $2.1B · 2,513
- The Retirement Income Plan of Keyspan Corporation (NY) $2.1B · 1,216
Similar participant headcount
Nearest other-state filings by covered participants (20,684 participants); asset peers above are excluded.
- Macys Inc Cash Account Pension Plan (OH) 20,642 · 42 off
- Employees' Retirement Plan of Duke University (NC) 20,542 · 142 off
- Retirement Plan of International Paper Company (TN) 20,914 · 230 off
- Sentara Pension Plan (VA) 20,272 · 412 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.