Defined Benefit (Pension) · DOL Form 5500 · 2022
Health Care Service Corporation a Mutual Legal Reserve Co Pension Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 20,684
- Participants
- 99th
- Percentile by assets
- $100,806
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $2.1B
- total plan assets (2022 EOY)
- 20,684
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $100,806
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Hcsc Employees Pension Plan reports 20,684 participants - 30x that state average ($2.1B EOY assets).
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)
| 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.
The Hcsc Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Hcsc Employees Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Hcsc Employees Pension Plan assets move in 2022? ▼
How have Health Care Service Corporation a Mutual Legal Reserve Co plan assets changed over time? ▼
Where does The Hcsc Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Hcsc Employees Pension Plan? ▼
Next read for The Hcsc Employees Pension Plan
Filing takeaways
Ways to act on The Hcsc Employees Pension Plan's numbers.
- By total assets, The Hcsc Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Health Care Service Corporation a Mutual Legal Reserve Co's sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Finance & Insurance plans