Other · DOL Form 5500 · 2022
Heart of Texas Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $18,764
- Avg per participant Low balance/head
Official DOL plan name: Heart of Texas Healthcare System 403b Plan · Sponsored by Heart of Texas Memorial Hospital · Texas · Healthcare & Social Assistance
$3M in assets, 142 participants
Heart of Texas Memorial Hospital's Heart of Texas Healthcare System 403b Plan reported $3M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #8,240 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Heart of Texas Healthcare System 403b Plan covers 142 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #8,240
- in Healthcare & Social Assistance (20,060 peers)
- -25.4%
- assets change YoY
The plan reported a net loss of $905K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heart of Texas Healthcare System 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heart of Texas Healthcare System 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,664,469 38th percentile higher than 38% 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
Heart of Texas Healthcare System 403b Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of Texas Healthcare System 403b Plan sits mid-pack in the medium band (142 participants).
Published 5500 schedule card
Filing strip 320326595 · Heart of Texas Memorial Hospital PY 2022 · Other
Heart of Texas Healthcare System 403b Plan · $3M · 142 · 38th
- NET $3M
- NET 142
- NET 38th
- NET Other
- NET near Employee Benefit Plan of Young House Family Services, Inc.
- NET ind #8240
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 of Texas Healthcare System 403b Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$905K |
| Employer EIN | 320326595 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of Texas Memorial Hospital)
Sponsor-wide plan assets over time
All Heart of Texas Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 27.390598276804873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $3M |
| 2023 | 2 | 269 | $6M |
| 2024 | 1 | 165 | $3M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Heart of Texas Healthcare System 403b Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Employee Benefit Plan of Young House Family Services, Inc. in IA ($3M); by covered participants it is Spooner Health System 403(b) Plan in WI (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Spooner Health System 403(b) Plan (WI) 142 · 0 off
- St. Luke's Foundation, Inc. Retirement Plan (CT) 142 · 0 off
- Apostolic Christian Home Employees Retirement Plan (KS) 142 · 0 off
- Denver Academy Defined Contribution Retirement Plan (CO) 142 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.