401(k) · DOL Form 5500 · 2022

H. E. Butt Grocery Company 401(k) Plan

Data updated 2026-08-11

$3.3B
Total assets: 85,450
Participants: 100th
Percentile by assets: $38,534
Avg per participant

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.

100th percentile by assets (of 139,126 plans)
#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.

$3.3B
total plan assets (2022 EOY): 85,450
covered participants: 100th
percentile by assets (of 139,126 plans): $38,534
avg assets per participant

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.

State

Texas

Industry

Retail Trade

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. H-E-B Savings & Retirement Plan reports 85,450 participants - 124x that state average ($3.3B EOY assets).

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)

Total plan assets by year, all H. E. Butt Grocery Company plans on file

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.

H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare H-E-B Savings & Retirement Plan side-by-side with 3 peers →

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)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H-E-B Savings & Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did H-E-B Savings & Retirement Plan assets move in 2022? ▼

H-E-B Savings & Retirement Plan pulled back noticeably - down 11.7% during 2022, from $3.7B to $3.3B. Reported net income was -$440M.

How have H. E. Butt Grocery Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), H. E. Butt Grocery Company's sponsor-wide assets grew 35.9%, from $4.3B to $5.9B.

Where does H-E-B Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

H-E-B Savings & Retirement Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to H-E-B Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is St. Joseph and Covenant Health Systems 401(k) Plan in WA ($3.3B, 28,697 participants).

Next read for H-E-B Savings & Retirement Plan

Filing takeaways

Ways to act on H-E-B Savings & Retirement Plan's numbers.

By total assets, H-E-B Savings & Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
H. E. Butt Grocery Company's sponsor-wide assets have grown 35.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 740537175.