401(k) · DOL Form 5500 · 2022
H. E. Butt Grocery Company 401(k) Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 85,450
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $38,534
- Avg per participant Low balance/head
Official DOL plan name: H-E-B Savings & Retirement Plan · Sponsored by H. E. Butt Grocery Company · Texas · Retail Trade
$3.3B in assets, 85,450 participants
H. E. Butt Grocery Company's H-E-B Savings & Retirement Plan reported $3.3B in total assets and 85,450 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,498 in Retail Trade (9,519 peers)
Coverage in Texas
H-E-B Savings & Retirement Plan covers 85,450 participants in Texas, 124x the typical Texas plan (state average ~688 per filing). Assets: $3.3B.
- #9,498
- in Retail Trade (9,519 peers)
- -11.7%
- assets change YoY
- 33×
- vs typical plan assets (national mean)
The plan reported a net loss of $440M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
H-E-B Savings & Retirement Plan's outsized position by total assets
H-E-B Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,292,723,182 Highest reported value at or above every one 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
H-E-B Savings & Retirement 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. H-E-B Savings & Retirement Plan is a mega filing (85,450 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 740537175 · H. E. Butt Grocery Company PY 2022 · 401(k)
H-E-B Savings & Retirement Plan · $3.3B · 85,450 · 100th
- RANK $3.3B
- RANK 85,450
- RANK 100th
- RANK 401(k)
- RANK near St. Joseph and Covenant Health Systems 401(k) Plan
- RANK ind #9498
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 Retail Trade retirement plans → · Plans in Texas →
H-E-B Savings & Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3.7B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | -$440M |
| Employer EIN | 740537175 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. E. Butt Grocery Company)
Sponsor-wide plan assets over time
All H. E. Butt Grocery Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.9B 35.907103287899105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157,116 | $4.3B |
| 2023 | 2 | 194,846 | $5.1B |
| 2024 | 2 | 208,575 | $5.9B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for H-E-B Savings & Retirement Plan
H-E-B Savings & Retirement Plan reports $3.3B in end-of-year assets across 85,450 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.091% of 93,925,755 covered participants) - about $38,534 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$440M.
This plan identity (EIN 740537175, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.3B (+31.6%) while covered participants moved from 85,450 to 104,613 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 85,450 | $3.3B | This page |
| 2023 | 97,935 | $3.8B | Open filing |
| 2024 · index core | 104,613 | $4.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- H-E-B Savings & Retirement Plan (401(k), $4.3B, 104,613 participants)
- H-E-B Partner Stock Plan (Profit Sharing, $1.6B, 103,962 participants)
H-E-B Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is St. Joseph and Covenant Health Systems 401(k) Plan in WA ($3.3B); by covered participants it is Commonspirit Health 401(k) Retirement Savings Plan in KY (85,671 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- St. Joseph and Covenant Health Systems 401(k) Plan (WA) $3.3B · 28,697
- Keycorp 401(k) Savings Plan (OH) $3.3B · 17,903
- Nfl Player Second Career Savings Plan (MD) $3.3B · 2,819
- The 401(k) Savings and Profit Sharing Plan of S&p Global Inc. and Its Subsidiaries (NY) $3.3B · 5,291
Similar participant headcount
Nearest other-state filings by covered participants (85,450 participants); asset peers above are excluded.
- Commonspirit Health 401(k) Retirement Savings Plan (KY) 85,671 · 221 off
- I.a.T.S.E. Annuity Fund (NY) 83,976 · 1,474 off
- Manpowergroup 401(k) Savings Plan (WI) 83,879 · 1,571 off
- Chipotle Mexican Grill, Inc. 401(k) Plan (CA) 87,362 · 1,912 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.