Profit Sharing · DOL Form 5500 · 2022
H. E. Butt Grocery Company Profit Sharing Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 71,666
- Participants
- 99th
- Percentile by assets
- $14,587
- Avg per participant
Official DOL plan name: H-E-B Partner Stock Plan · Sponsored by H. E. Butt Grocery Company · Texas · Retail Trade
$1.0B in assets, 71,666 participants
H. E. Butt Grocery Company's H-E-B Partner Stock Plan reported $1.0B in total assets and 71,666 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)
- #9,461 in Retail Trade (9,519 peers)
Coverage in Texas
H-E-B Partner Stock Plan covers 71,666 participants in Texas, 104x the typical Texas plan (state average ~688 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 71,666
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $14,587
- avg assets per participant
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. H-E-B Partner Stock Plan reports 71,666 participants - 104x that state average ($1.0B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $893M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $155M |
| Employer EIN | 740537175 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. E. Butt Grocery Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157,116 | $4.3B |
| 2023 | 2 | 194,846 | $5.1B |
| 2024 | 2 | 208,575 | $5.9B |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
H-E-B Partner Stock Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
- American Heart Association, Inc. Qualified Retirement Plan $383M · 2,793
Scale composition for H-E-B Partner Stock Plan
H-E-B Partner Stock Plan reports $1.0B in end-of-year assets across 71,666 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.076% of 93,925,755 covered participants) - about $14,587 per participant (11% of the national average assets-per-participant) . Net income for plan year 2022 was $155M.
This plan identity (EIN 740537175, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.6B (+49.5%) while covered participants moved from 71,666 to 103,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 71,666 | $1.0B | This page |
| 2023 | 96,911 | $1.3B | Open filing |
| 2024 · index core | 103,962 | $1.6B | 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 Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to H-E-B Partner Stock Plan by total assets, not by location.
- The Research Foundation for Suny Retirement Plan (NY) $1.1B · 11,139
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $993M · 88,468
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $985M · 14,201
- Wakemed Retirement Savings Plan (NC) $1.1B · 11,689
Frequently Asked Questions
How did H-E-B Partner Stock Plan assets move in 2022? ▼
How have H. E. Butt Grocery Company plan assets changed over time? ▼
Where does H-E-B Partner Stock Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to H-E-B Partner Stock Plan? ▼
Next read for H-E-B Partner Stock Plan
Filing takeaways
Ways to act on H-E-B Partner Stock Plan's numbers.
- By total assets, H-E-B Partner Stock Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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