Defined Benefit (Pension) · DOL Form 5500 · 2022

Texas Heart Institute Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
71
Participants Small participant base
56th
Percentile by assets National rank
$90,795
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Heart Institute Retirement Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance

$6M in assets, 71 participants

Texas Heart Institute's Texas Heart Institute Retirement Plan reported $6M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,383 in Healthcare & Social Assistance (20,060 peers)

Texas Heart Institute multi-year trail

Texas Heart Institute's plans moved +23.7% in assets from 2022 to 2024; this filing shows Texas Heart Institute Retirement Plan at $6M / 71 participants.

#12,383
in Healthcare & Social Assistance (20,060 peers)
-7.2%
assets change YoY

The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Heart Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Texas Heart Institute Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,446,462 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Texas Heart Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Heart Institute Retirement Plan is a small filing (71 participants) on this national headcount ladder.

DOL schedule card

Filing strip 746053200 · Texas Heart Institute PY 2022 · Defined Benefit (Pension)

Texas Heart Institute Retirement Plan · $6M · 71 · 56th

  • ASSETS $6M
  • ASSETS 71
  • ASSETS 56th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Chevron-Sup Marine Pension Plan
  • ASSETS ind #12383

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 →

Texas Heart Institute Retirement Plan in the asset neighbourhood

Banctexas Group Inc. and Subsidiaries Employees Retirement PlanBanctexas Group Inc. and Sub…$6MTexas Heart Institute Retirement PlanTexas Heart Institute Retire…$6MChevron-Sup Marine Pension PlanChevron-Sup Marine Pension P…$6MSmc Global Holdings, Inc. Retirement Income Plan BSmc Global Holdings, Inc. Re…$6MAmerican Heritage Bank Pension PlanAmerican Heritage Bank Pensi…$6M
End-of-year total assets ($M) among Texas Heart Institute Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas Heart Institute multi-year asset trail

Sponsor-wide plan assets over time

All Texas Heart Institute plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.705909785747725% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $31.9M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 255 $26M
2023 2 261 $29M
2024 2 253 $32M

Texas Heart Institute filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$499K
Employer EIN746053200
Plan Effective Date1993-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Heart Institute Retirement Plan, Total assets ($B): 0.006446462 · Participants: 71Texas Heart Institute Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Heart Institute Retirement Plan side-by-side with 3 peers →

Texas Heart Institute Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Chevron-Sup Marine Pension Plan in CA ($6M); by covered participants it is The Pension Plan for the Mott Children's Health Center in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texas Heart Institute Retirement Plan assets move in 2022? ▼
Texas Heart Institute Retirement Plan pulled back noticeably - down 7.2% during 2022, from $7M to $6M. Reported net income was -$499K.
How have Texas Heart Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Heart Institute's sponsor-wide assets grew 23.7%, from $26M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chevron-Sup Marine Pension Plan in CA ($6M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for the Mott Children's Health Center in MI (71 participants, $32M in assets).

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 746053200.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.