Other · DOL Form 5500 · 2022

Heart of Texas Region Mh/Mr Center Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
441
Participants Below avg headcount
86th
Percentile by assets National rank
$89,881
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Heart of Texas Region Mh/Mr Center · Sponsored by Heart of Texas Region Mh/Mr Center · Texas · Healthcare & Social Assistance

$40M in assets, 441 participants

Heart of Texas Region Mh/Mr Center's Employee Benefit Plan of Heart of Texas Region Mh/Mr Center reported $40M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,674 in Healthcare & Social Assistance (20,060 peers)

Where Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits by assets

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits in the top quartile of all filed plans by assets, $40M for 441 participants (~$89,881/participant), up 9.0% in 2022.

#17,674
in Healthcare & Social Assistance (20,060 peers)
+9.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center's outsized position by total assets

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center vs every filed plan by assets

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

$39,637,604 Top 14% higher than 86% 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

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center 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. Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits mid-pack in the medium band (441 participants).

Published 5500 schedule card

Filing strip 741622958 · Heart of Texas Region Mh/Mr Center PY 2022 · Other

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center · $40M · 441 · 86th

  • 5500 $40M
  • ASSETS 441
  • PCT 86th
  • EIN Other
  • RANK near Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan
  • PHOTO ind #17674

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 →

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center in the asset neighbourhood

University of Charleston Retirement PlanUniversity of Charleston Ret…$40MBastyr University 403(b) DC PlanBastyr University 403(b) DC …$40MEmployee Benefit Plan of Heart of Texas Region Mh/Mr CenterEmployee Benefit Plan of Hea…$40MRidgecrest Regional Hospital Special Contributory Tsa Pension PlanRidgecrest Regional Hospital…$40MFontbonne University Defined Contribution Retirement PlanFontbonne University Defined…$40M
End-of-year total assets ($M) among Employee Benefit Plan of Heart of Texas Region Mh/Mr Center and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN741622958
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Texas Region Mh/Mr Center)

Sponsor-wide plan assets over time

All Heart of Texas Region Mh/Mr Center plans reported in each filing year

Latest sponsor-wide plan assets
$11M 77.9613294908663% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $50.9M $11.2M ▼ -78.0%
Year Plans Participants Total Assets
2022 2 494 $51M
2023 2 496 $59M
2024 1 45 $11M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Employee Benefit Plan of Heart of Texas Region Mh/Mr Center, Total assets ($B): 0.039637604 · Participants: 441Employee Benefit Plan of Heart of Texas Region Mh/Mr CenterMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center vs. nearby Other plans in Texas, assets vs. participants
Compare Employee Benefit Plan of Heart of Texas Region Mh/Mr Center side-by-side with 3 peers →

Employee Benefit Plan of Heart of Texas Region Mh/Mr Center's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan in CA ($40M); by covered participants it is California Institute of the Arts Retirement Plan in CA (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Employee Benefit Plan of Heart of Texas Region Mh/Mr Center assets move in 2022? ▼
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center grew at a solid clip - up 9.0% during 2022, from $36M to $40M. Reported net income was $3M.
How have Heart of Texas Region Mh/Mr Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Texas Region Mh/Mr Center's sponsor-wide assets declined 78.0%, from $51M to $11M.
Where does Employee Benefit Plan of Heart of Texas Region Mh/Mr Center rank by assets among Form 5500 filers? ▼
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Employee Benefit Plan of Heart of Texas Region Mh/Mr Center? ▼
Among Other plans in other states, the closest by assets is Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan in CA ($40M, 834 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Heart of Texas Region Mh/Mr Center? ▼
Among Other plans in other states, the closest by covered participants is California Institute of the Arts Retirement Plan in CA (441 participants, $77M 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 741622958.

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.