401(k) · DOL Form 5500 · 2022
Steward Health Care 401(k) Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 36,140
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $45,908
- Avg per participant Low balance/head
Official DOL plan name: Steward Health Care 401(k) Retirement Savings Plan · Sponsored by Steward Health Care · Texas · Healthcare & Social Assistance
$1.7B in assets, 36,140 participants
Steward Health Care's Steward Health Care 401(k) Retirement Savings Plan reported $1.7B in total assets and 36,140 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.
- #19,963 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Steward Health Care 401(k) Retirement Savings Plan covers 36,140 participants in Texas, 53x the typical Texas plan (state average ~688 per filing). Assets: $1.7B.
- #19,963
- in Healthcare & Social Assistance (20,060 peers)
- -17.3%
- assets change YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $346M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steward Health Care 401(k) Retirement Savings Plan's outsized position by total assets
Steward Health Care 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,659,109,917 Top 1% higher than 99% 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
Steward Health Care 401(k) Retirement Savings 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. Steward Health Care 401(k) Retirement Savings Plan is a mega filing (36,140 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 272473240 · Steward Health Care PY 2022 · 401(k)
Steward Health Care 401(k) Retirement Savings Plan · $1.7B · 36,140 · 99th
- SCH $1.7B
- SCH 36,140
- SCH 99th
- SCH 401(k)
- SCH near Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
- SCH ind #19963
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 →
Steward Health Care 401(k) Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | -$346M |
| Employer EIN | 272473240 |
| Plan Effective Date | 2010-11-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steward Health Care)
Sponsor-wide plan assets over time
All Steward Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 5.674996336002252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36,140 | $1.7B |
| 2023 | 1 | 33,563 | $1.8B |
| 2024 | 2 | 38,371 | $1.6B |
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 Steward Health Care 401(k) Retirement Savings Plan
Steward Health Care 401(k) Retirement Savings Plan reports $1.7B in end-of-year assets across 36,140 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.038% of 93,925,755 covered participants) - about $45,908 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was -$346M.
This plan identity (EIN 272473240, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 36,140 to 8,838 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,140 | $1.7B | This page |
| 2023 | 33,563 | $1.8B | Open filing |
| 2024 | 29,533 | $1.6B | Open filing |
| 2024 | 8,838 | N/A | Open filing |
Steward Health Care 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees in MD ($1.7B); by covered participants it is Abbott Laboratories Stock Retirement Plan in IL (36,136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees (MD) $1.7B · 7,575
- Tenneco 401(k) Investment Plan (MI) $1.7B · 6,681
- Xpo Logistics Retirement Savings Plan (OR) $1.7B · 6,855
- Cgi Technologies and Solutions, Inc. 401(k) Savings Plan (VA) $1.7B · 13,391
Similar participant headcount
Nearest other-state filings by covered participants (36,140 participants); asset peers above are excluded.
- Abbott Laboratories Stock Retirement Plan (IL) 36,136 · 4 off
- Principal Ease 401(k) Plan (IA) 36,054 · 86 off
- Kpmg 401(k) Capital Accumulation Plan (NJ) 36,371 · 231 off
- Allegis Group, Inc Retirement Savings Three (MD) 35,468 · 672 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.